Ron Fredrick on Bloomberg calls Apple's Ternus 'timid' and 'scripted' - 'With regard to the AAPL share price dropping considerably yesterday and today, I think it’s important for long-term investors to remind themselves that they’re not investing for a day, week or month. They’re investing for the long term. And for the long term, certainly for 2026, AAPL is doing very well. Stock Today YTD =================== AAPL -1.9% +22.08% NVDA +2.29% +10.83% AMZN +2.06% +8.61% MSFT +2.74% +7.73% META +2.63% -5.72% GOOG +0.08% -11.32% TSLA -1.32% -11.39%'
on Apple's solid Q4 2026: What the analysts are saying - 'Congress sets the tax rates and if a self-acknowledged under-taxed (law-abiding) billionaire wishes to do so, they can write a generous check to the Treasury. I don’t recall hearing anything like this happening'
on Apple's solid Q4 2026: What the analysts are saying - 'Hi David – yes. And I used your favorite term, ANALyst, to throw a pie back at them. 🙂'
on Apple's solid Q4 2026: What the talking heads are saying - 'Eddie just said he loves the Duo. Hell has officially frozen over.'
on Premarket: Apple is red - 'AAPL closed down 1.9% for the day and down 4.1% for the week. It’s also down 0.5% for the month. But it’s also up 7.3% for the quarter, 19.9% for the half-year, and just gets greener the more back in time I go. I fully expect that, barring any black swans, we’ll see a return to a 40 valuation and (8.98×40=) $359.20/share sometime before the next Apple earnings call. And $400/share sometime next year wouldn’t surprise me,'
on Bloomberg calls Apple's Ternus 'timid' and 'scripted' - '”Of course some people are better at impromptu answers, some are not.” I remember Jobs would pause a fairly long time before answering what could have been a difficult question. During those times he would “script” his response, practice it in his head, then he would answer the question, all within 15-20 seconds. Not many have the ability to do that. For those that do, even they benefitted by being on the job a bit more than a month.'
on Bloomberg calls Apple's Ternus 'timid' and 'scripted' - 'I don’t care who you are, most likely anyone who is promoted to CEO of Apple is going to feel some significant nervousness in their first earnings call, given that person’s awareness of the history and standards of the position, and the importance of the company not only to him/herself but to the entire world. And anyone who wouldn’t be nervous is not the right person for the job, because false or overwhelming self-confidence is antithetical to what’s needed. I want someone running Apple who’s super-smart, capable, cautious, passionate, collaborative, and decisive, and a product of the “Apple school” that Steve Jobs built. And by all accounts John Ternus is all of those.'
on Bloomberg calls Apple's Ternus 'timid' and 'scripted' - 'Color me shocked. A guy with an engineering degree and a life-long career in engineering fails to come across as a sparkling Hollywood personality.'
on Apple's solid Q4 2026: What the talking heads are saying - '@PED: Thank you for all of these clips! Your posts today are a wonderful resource for a researcher like me! Personally, I’m not concerned about yesterday’s and today’s price action in Apple. In my view, the shares were, as the saying goes, “priced to perfection” going into the print. In general, multiples are contracting market wide even on strong results like Apple delivered yesterday. There’s obviously concern about GM pressure this quarter and throughout the new fiscal year. As a long-term investor I believe the growth story remains intact and Apple will be gaining market share in its primary product markets over the next 12 months. The share price will eventually return to its recent all-time highs.'
on Apple's solid Q4 2026: What the analysts are saying - 'The clown car has pulled up and the clowns are piling out to throw pies at Apple…'
on Bloomberg calls Apple's Ternus 'timid' and 'scripted' - '2 thoughts come to mind. I don’t mind scripted. I WANT a well thought out answer. Off the cuff responses tend to be more subjective and prone to errors or comments that need further explanation. Of course some people are better at impromptu answers, some are not. I want the most correct answers. 2nd, I never understood why someone would ask a question they know cannot or will not be answered, and then whine when it’s not answered. Bottom line, I watch the quarterly reports to gain info. If you’re looking for entertainment, watch a movie.'
on Bloomberg calls Apple's Ternus 'timid' and 'scripted' - 'Considering how skittish the market is today, I think any good CEO would be scripted and very,very careful. A single wrong word could tank the stock. I mean, even with all the good news, the stock is down a fair amount. Tough time for his first call. I also suspect that this quarter could also have all sorts of unknowns. They have introduced a ton of new products with no real track record for how well they will do and how much they might add to the bottom line. Or not. The ramp up of the Duo may also be causing uncertainty. With so many things in the air, don”t criticize the juggler for being careful.'
