Greg Lippert on Apple touches $323.45, a new intraday record high - 'Tommo??? We need snark n shade'
on Premarket: Apple is green - 'IMO, if anyone only *bought* AAPL, when and because Warren Buffett/Berkshire Hathaway bought AAPL…and then *sold* some AAPL, when and because Warren Buffett/Berkshire Hathaway sold some AAPL…they should have someone else investing their money for them.'
on Premarket: Apple is green - 'Close was certainly close enough and tells me AAPL will continue to grind higher as research info like Higher iPhone sales and higher Mac sales, plus higher Services point strongly towards a very strong quarter if not a blowout. Of course, all eyes and ears will be on Guidance for Q4 FY2026 and beyond, but my sense is Apple will guide to a break even margin QoQ and still have double digit revenue growth consistent with the first 9 months. Why? Because Apple management has prepared for this for the last year, and has already addressed memory costs, and continues to mitigate these issues. Hedges will also address currency headwinds for the last quarter and current quarter. IMO, the install base continues to grow, and the current install base has become its own self-sustaining moat of recurring revenue streams all around.'
on Premarket: Apple is green - 'It’ll take more evidence of such, but today certainly appears that the market has bought into Apple’s AI story.'
on Premarket: Apple is green - 'I’m reading the story of Sam Altman and Elon Musk exchanging public insults like middle school children. Truly amazing. Can you imagine Tim Cook getting into a war of words like this? We are so lucky to have Tim Cook as CEO. Talk about a steady hand on the tiller. The same goes for John Ternus.'
on Premarket: Apple is green - 'Well into today’s final hour of trading and Apple is trading at $316.98, up $1.66 on the day. The shares are set to eclipse the latest all-time closing high of $316.22 set last Thursday. Although the newest all-time high of $323.45 was set soon after today’s open, the shares fell back quickly to the current $316 trading range. Still, a good day for the Mac maker on a day the four major indexes are set to close decidedly in the red.'
on Omdia: Apple and Samsung are soaring amid a smartphone downdraft - ' Xiaomi includes Redmi and POCO, Vivo includes iQOO, OPPO includes realme and OnePlus Are those their economy brands? Like JAL’s ZipAir economy airline?'
on Omdia: Apple and Samsung are soaring amid a smartphone downdraft - 'I’ve read several articles recently talking more about how Apple’s chips are specifically designed to make on-device AI seamless for the user. And this will get more obvious with the A20 chip coming out this fall. Along with a functional Apple Intelligence on board the new smartphones. This is a differentiation that cannot be matched. And I expect the rush from earlier adoptors, who will pay any price, for these high powered phones will trickle down to the lower end models that come out in the spring.'
on Premarket: Apple is green - 'Morning, Gregg. Agreed, and upvoted! At the dinner, I mentioned what for the last 5+ years I’ve called the “Great Apple 2020 Revaluation”, when AAPL surpassed the 40 P/EPS metric for the first time I’d ever witnessed. (It regained that lofty height at the end of last year, but that was just before the Great EU Apple Ripoff finally cleared from the EPS books, immediately spiking the yoy Apple EPS average and dropping Apple’s P/E ratio into the gutter.) The present confluence of events has me thinking that we may be about to experience the SECOND major AAPL permanent revaluation upwards, this time more or less permanently seeing a valuation above 40…. And boy, will Warren Buffett be leading the parade of folks kicking themselves in the butt if that does indeed comes to pass!'
on Bloomberg: Investors fleeing AI are flocking to Apple - 'I’ll second Evan’s latest on OpenAI, Anthropic, and the AI race. I’ll only add that ChatGPT 5.6 may be considered on par with Claude’s Fable 5, but really isn’t, at least for my narrow use-case of coding. What strikes me as odd is that I am using Claude Opus in Xcode for Swift/UI and Apple API’s code and not an Apple model. I sort of thought Apple would have dominated that narrow space.'
on Bloomberg: Investors fleeing AI are flocking to Apple - 'Apple is an AI trade. One that does not need massive expenditures. And the only one with a real moat, i.e. cross-platform secure agentic. I recommend a post by Benedict Evans on OpenAI. A key point is how the frontier model race is wide open.'
on Bloomberg: Investors fleeing AI are flocking to Apple - 'I agree with PED’s take. I don’t think disappointment with AI features was the reason for its drop and I don’t think Foldable is the reason for its rise.'
