Michael Goldfeder on Apple at $242.96: Second record close in as many days - 'This Friday the 16th will be the noteworthy event of the week with Duo orders being placed. Should be a very exciting couple of weeks with the delivery date a week later. Then all of the speculation will begin with the timeline for orders being filled and what those delays mean. Did Apple overestimate the demand? Not enough Duo’s were made? The production increase from 6 to 8 million ramped up to 10 million might have been understated? Or too much? Blah, blah, blah. Long Apple.'
on Marques Brownlee on Apple's HomeView (video) - 'Daniel: I appreciate your post. I need to update the sound system in the room in which I am replacing the 2017 Apple TV 4K with the new one. This includes the receiver and the speakers in the room. I am interested in sending all sound sources through the HomePods, including all sound from the TV/Apple TV 4K and what is intended to be a Switch 2 installation in the room as well. I’ll keep notes…'
on Premarket: Apple is green - 'Huzzah!!! AAPL closed today at $342.96 after a very see-saw day, up $1.69, fighting a last 5 minute downdraft all the way. That’s another new ATCH, 2nd in 2 days, and had an intraday high of $347.07, just over a dollar short of yesterday’s peak IDH of $348.15, so second highest. Volume was a good above average 49.7M shares. This is the first full close above $5.00 Trillion market cap, at $5.00522 Trillion using the last published outstanding shares of 14.594180 billion shares on July 18, 2026. We know though shares will be a little lower when reported in the Q4 FY2026 end of year report either 10Q or 10K, so a little bit higher will truly be needed to stay above $5.00T. Seems to me AAPL and a few other stocks were green amid a fair sea of red and tech selloff after the inflation report today. Of the MAG-7TO, only AAPL and NFLX (barely at +$0.11 at the end) were positive. AAPL +1.69, +0.50% MSFT -$9.76, -1.8% AMZN -$4.50, -1.74% GOOGL -$6.14, -1.74% NVDA -$7.22, -3.16% META -$24.96, -3.27% NFLX +$0.21, +0.16% Others TSMC -$15.12, -3.40% TSLA -$8.07, -2.15% ORCL -$12.65, -8.83% INTC -$4.69, -4.56% ARKK -$2.69, -3.09% AVGO (Broadcom) -$11.06, -3.1% Samsung 0.00 (-14.7%/5 days) (down on potential Chinese CXMT memory breakthrough threatening to upend memory competition & adding supply.) MU (Micron) -$38.91, -4.08% (-$173.87, -15.98%/5 days) SK Hynix -$9.52, -6.06% (-$30.70, -17.2%/5 days) Recall definitions of downturns from recent peak markets: 1. Pullbacks -5% to – 9.9% 2. Corrections -10% to -19.9% 3. Bear Market -20% & greater'
on OpenAI vs. Apple: The plot thickens - 'If OpenAi changed their name to Samsung AI, this very familiar story of stealing tech secrets from Apple might be easier to follow.'
on Marques Brownlee on Apple's HomeView (video) - 'I agree Dan. I think Apple came out with the mini because the first gen didn’t do well against the Alexa’s of the world. Of course how could they. $350 vs $50 and most people won’t/didn’t appreciate the difference in sound quality. As long as Apple supports the software I’ll keep buying used on eBay.'
on Marques Brownlee on Apple's HomeView (video) - 'Good info. Thanks, Gregg. I wish Apple hadn’t abandoned the initial HomePod. The sound was incredible and it had some differentiation (impeccable sound). I think the knee jerk reaction to swim downstream into the lower priced segment was very un-Apple.'
on Marques Brownlee on Apple's HomeView (video) - 'How long before someone makes a battery pack that installs behind the flatscreen?'
on Premarket: Apple is green - 'Apple closed up a bit at $342.96, a rare gain in a sea of red. Oracle down nearly 9% and CoreWeave down about 15%. I’ll gladly take Apple’s gain of 0.5%. Volume was not bad, ~46M.'
on OpenAI vs. Apple: The plot thickens - 'I think of 3 things right off the bat. 1)The timing of this “release” tells you all you need to know about it. Meant to distract. If this was something “real”, then AI would have countersued. 2)This also could have been a plant by OpenAI. 3)Could be real. Then OpenAI would have a case against Apple. But then, why didn’t they sue? In my mind, it has no bearing on whether openAI stole from Apple(spoken as a non lawyer)'
on OpenAI vs. Apple: The plot thickens - 'You-know-who’s MO of distract and dissemble is all over this very convenient “discovery”… Hint: He just said anyone who doesn’t agree to change the acronym AI to ASI is “the Enemy”… (Couldn’t resist that setup.)'
on Marques Brownlee on Apple's HomeView (video) - 'Hi Neal, The doorbell and camera don’t bother me as much because I don’t expect to be wanting to move them. Only the initial setup will be difficult. Now if they ran on solar, being that they’re outside, that would be something..'
on Marques Brownlee on Apple's HomeView (video) - 'While it is too early for me to commit to buying 4 HomePod mini 2’s and a new Apple TV to get Atomos surround sound I do think Apple’s solution will likely be worth a listen and look as a solution even though the price is higher than inexpensive 5 to 1 set ups. There are other premium solutions which actually cost as much or more. My experience with sound bars to improve poor TV speakers as well as outputs into external AV amplifiers compared using Apple TV with Homepod Mini’s has me often favoring the Apple solution even given the flakiness of the home App over the years. It depends on the size of the room and screen. Somehow these things always end up with multiple remotes as well. Multiple inputs into the TV and sound system seem to create a Tower of Babel. Many can’t figure out how to get the sound back on their system if something gets changed. If Apple can help tame that I could see a lot of people installing their products for that reason alone. Of course everyone wants to be the company in charge so it could still play out like CarPlay in the living room.'
on OpenAI vs. Apple: The plot thickens - 'I wonder if the former employee was asked by OpenAI to review some of the work they had done while at OpenAI; that OpenAI instigated the need for the employee to download the documents into their personal account. Often corporate separation agreements include a clause about helping with questions for a few months after leaving. It could well be that Apple itself never saw the work. Might explain why they did not immediately countersue.'
on Saturday Apple video: Steve Jobs, master storyteller - 'I actually hosted Steve for one of the presentations shown in this video: The January 1984 Macintosh intro at The Boston Computer Society. It was, arguably, history’s first “Stevenote.” Steve was also a dear friend and mentor, whom I came to know when I was 18 and he was 26 in 1981. I had a chance to spend a fair bit of time with him in the 80s—before he had been so brutally hurt in his ouster from Apple. I believe there is something missing in this video—which may be a bigger deal than the eight factors. Steve never tried to emulate someone else. I believe Steve just inhabited himself fully and authentically. I’m sure he picked up ideas from others for his presentations. But I believe the “story” he was telling in a presentation was fundamentally speaking from his heart. The ‘Bicycle for the Mind’ was not a story-telling contrivance. It is something that I know resonated very deeply for Steve. I think it was an essential part of his sense of his life calling. It was also a paradigm that helped looking into the future. Another thing that is key about Steve is he was a very dedicated meditator (Zen Soto). He introduced me to meditation when I was 18. Meditation is the practice of being fully alive, awake, and open to each moment as it occurs. Steve was also an INTJ—and his inner cognitive world was like a vast R&D campus, working 24×7 on research questions. In the present moment, Steve saw much more than others saw—and was able to connect it together and interpret it. In analyzing Steve, I feel like people sometimes come up with gimmicks and concoctions. They start from this understanding of Steve being a larger-than-life mogul. But he was nothing like that. I found him to be a deeply sincere, funny, super-intense, down-to-earth human being. I feel this could be the most important take-away about Steve’s story telling. Don’t try to be Steve Jobs. It’s already been done. Be you. Become the greatest, most present, most alive version of you. (I think Steve would concur.)'
on OpenAI vs. Apple: The plot thickens - 'I have far more faith in Apple’s allegations than OpenAI’s I must confess.'
on Marques Brownlee on Apple's HomeView (video) - 'Brownlee’s reaction reminds me of when I bought an Anker battery that can charge my Macbook Air two or more times, plus a charging base for the battery. Seemed a silly luxury at the time–I’m always near an outlet; why can’t I make do with that? And why lug around a battery when the whole point of an Air is to travel light? And with my M3, the internal battery lasts and lasts. I bought it anyway. I started carrying the battery around in my pack (leaving its charging base plugged in at home) and wouldn’t you know, the freedom from having to find outlets or remain near them was liberating. I imagine it’s a bit like a person who has a short daily commute nonetheless rests easy when they have an electric car that can do that commute many times over before running out of juice. Silly, maybe, but comforting. In any case, I found the battery so liberating that a year later I bought another battery and base as a gift for my partner. She’s frugal; I figure she’d think it was a waste. But she won’t part with it. Good thing we each have our own! Brownlee’s first impression that HomeView is a skip for most people feels about right in the same way that having a battery when outlets are so near seemed intuitively like a waste before I got one. So now I recognize a familiar feeling: Yeah but what if I’m wrong? I’m intrigued and looking forward to playing with it in the store.'
on Marques Brownlee on Apple's HomeView (video) - 'It’s a second-tier product release with loads of potential. Brownlee asked the right questions, but Joanna Stern was less critical. She also has kids and Brownlee does not (to my knowledge), so demographics probably matter more in this case. I like the idea behind it and would buy if my life mimicked that of the family in the commercial, but it doesn’t, hence the reason I’ll be watching B-horror movies this month versus interacting with the HomeView.'
on Marques Brownlee on Apple's HomeView (video) - '“My first impression is I think it’s a skip for most people.” It all depends how you define “most people”. If most people is all adults in the world or just US, then yes he is right. Most people in the world or US do not own an iPhone as it is. If he means only those adults who are in the market for such a device then yes, he is probably correct for the next few months. But my guess is that after one year, or maybe even just six months, it will be very popular, which has been the MO for Apple for almost every product it’s ever made.'
