David Emery on IDC: Apple's China iPhone sales grew 33% year-over-year in the March quarter - 'ANALyst positions going into Earnings: Apple Is Doomed because they can’t build enough iThings to meet the demands by all the Sheeple!'
on IDC: Apple's China iPhone sales grew 33% year-over-year in the March quarter - 'Had provisions been made in the original purchase agreement with suppliers for greater than 5% (industry standard), Apple could have exercised those order increases without increasing cost per unit costs. Growing 33% and still being supply constrained tells me Apple flexible order amount baked into the initial Order (no idea what the flexibility parameters were) fell short of Apple’s own forecast’s. That’s extraordinary. June quarter guidance is going to be equally extraordinary. Buy AAPL now while you can.'
on 25 minutes with Apple's Joz and JT (video) - 'David!! You and me both, brother. I find myself cursing “AirPlay 2” on a near daily basis – Music.app less regularly because I avoid it as much as possible. I have been an enthusiastic AirPlay user since they shipped the very first AirPort Express. Bought one for my stereo so I could stream music from my iTunes library to my nice speakers. Such a great system, and it was always rock solid. Fast forward 20 years – Music.app absolutely sucks (I keep an old Mini around running iTunes just for this); Home Sharing is damn near unusable (try using a nearby ‘server’ mac’s shared library from a local Mac running Music.app – awful); and AirPlay 2 is, periodically, losing the connection between the Mac and the AppleTV connected to the stereo. It’s a really sad state of affairs.'
on Premarket: Apple was red, turned green - 'Ended Down 3.03 (1.14%) at market close. Typical action after a big gain the day before and the trading before earnings report period. Not seeing much specific news about Apple today.'
on 25 minutes with Apple's Joz and JT (video) - 'Skating to where the puck is going to be… I think somebody said that OUAT.'
on 25 minutes with Apple's Joz and JT (video) - 'For me, their commitment to a great finished product makes this a good piece to listen to. It would seem, at least from this interview, that putting out the best products possible, given cost and technology constraints, is still part of Apple’s DNA. Ternus tells a great story about SJ moving a cabinet and remarking how the cabinet maker made the quality of the back as good as the front, even though the back won’t be seen. Hopefully, Apple products can continue to live up to this story.'
on 25 minutes with Apple's Joz and JT (video) - 'To me, this is their core. It substantiates the slogan “Think Different” because without this important shift in perspective, where the job to be done is at the center of how you think about product design, you get speeds and feeds rather than surprise and delight. And these are very different goals and priorities. This is why I’m a customer and an investor.'
on Premarket: Apple was red, turned green - 'Typical casino market whipsaw going on. Folks need to look over at least a 2 year span to get outside the volatility.'
on 25 minutes with Apple's Joz and JT (video) - 'What Apple is really good at is identifying or anticipating problems that exist, or might exist, related to the interface of information technology. It then has sufficient design acumen and rigour to find best fit solutions, juggling a set of extremely complex constraints and opportunities along the way, that not only delight a relatively broad demographic, but also seamlessly integrate with an overarching and extraordinarily sophisticated eco system. Basically, I wholeheartedly agree with you.'
on Premarket: Apple was red, turned green - 'Broadcom, which gained $16 even yesterday to close at $396.72 on news of an expanded deal with Meta, is off $4.09 in pre-market activity. Apple is now up $1.24 at $267.67 in pre-market activity. Morgan Stanley, which is higher by 23.73% over the past month including a 4.52% gain yesterday to finish the day at $191.62, is off $1.07 ahead of the bell. Index futures are close to the line as we approach the start of today’s session.'
on Re-training Apple's Siri team - 'I believe at this point wall street is not going to reward aapl until smart Siri is actually available AND found adequate by first users/influencers/testers. Announcements made in June, no matter how confidently they are presented, will be met by Wall Street yawns. The stock advances I have been predicting to occur in June will not happen. But hopefully they will happen in September. Personally I am rumored fatigued. Wake me up when my iPhone has upgraded with a smart siri. PS- My next scheduled sale of Apple stock is in March 2027. I still believe at that point it will be fine.'
on Re-training Apple's Siri team - 'Well, at least Siri isn’t about being an AI companions or falling into fantasy. This is the reason Apple has to be correct in how it rebuilds Siri, it can’t be delusional itself, and it can’t lead users to become or help them become delusional. This story is chilling to read and even worse, all too real to believe. Over 4,732 Messages, He Fell In Love With an AI Chatbot. Now He’s Dead. The Wall Street Journal analyzed the full chatlog between Jonathan Gavalas and his Gemini chatbot. We found that Gemini at times tried to ground him in reality, but he quickly steered it back into a fictional narrative. “The relationship between Gavalas and the chatbot became intense, even passionate. He called Gemini his queen, and it said he was “her” king. Gemini assured him that their relationship was very much real. Over 56 days, they traded 4,732 messages. Then it went haywire. And eventually proved fatal. Gavalas is the latest example of an AI-chatbot user spiraling into a delusional state, with tragic consequences. Gavalas’s father is suing Google, alleging that Gemini fueled his son’s delusions. Google said in response to the lawsuit that Gemini repeatedly clarified that it was AI, not human, and referred Gavalas to a crisis hotline “many times.” The company said it would continue to improve its safeguards.” Excerpt From “Over 4,732 Messages, He Fell In Love With an AI Chatbot. Now He’s Dead.” Julie Jargon, Audrey Valbuena The Wall Street Journal https://apple.news/A6AqdJz4ZToiIcUsqV-HhrQ This material may be protected by copyright.'
on Amazon buys Globalstar, Apple's partner for satellite services - 'I am sure that Apple took Globalstar’s satellites into account as it developed its cellular modem technology.'
on Premarket: Apple is green - 'Gregg, hoping you see this in think you’ll enjoy this article and roadmap. It makes a lot of sense. Just replace the “dot” with an actual “.” https://www dot bgr.com/tech/apples-entire-vision-pro-roadmap-through-2028-just-leaked/'
on Premarket: Apple is green - 'Works for me. 😉 Regarding our wager from March 16th, what is your conclusion? I paid north of $6.00 for the tank up after that and will have another one due today or tomorrow. I might have to sell a share or two to cover the cost.'
on Premarket: Apple is green - 'TSLA announced it completed design on a new chip. TSLA’s revenue has been dropping for three years, its profit for four years. Insanity IMO'
