Bill Donahue on Virtually live from Apple's WWWDC 2026 - 'So what were you hoping for or expecting, best-case-scenario, Dan? Because I only have an iPhone and Macs, I have no idea what other platforms offer. But I’d be surprised if they already offer everything that was described today.'
on Virtually live from Apple's WWWDC 2026 - 'I was very impressed with the improvements to SIRI. Excepting Dan Scropos (Dan has already expressed his view), I’d like to hear from everyone else on today’s reveal.'
on Virtually live from Apple's WWWDC 2026 - 'What a great day to salute the fruit! The event more than matched my high expectations! That Wedbush $400 price target on the shares seems so much closer now than before the keynote. On today’s news alone I can see a short march to take back the market cap crown!'
on Virtually live from Apple's WWWDC 2026 - 'I look forward to _FEWER BUGS_, but I’m not holding my breath.'
on Virtually live from Apple's WWWDC 2026 - 'Meanwhile, Bloomberg has already characterized it as “lukewarm”. “Apple Investors Give Lukewarm Reaction to New Siri, AI Platform” No link, since it’s behind a paywall. But I’d be interested in the opinion of actual Apple investors here….'
on Premarket: Apple is green - 'What an amazingly awesome keynote address! I listened to much of it on my AirPods Max headset over cellular while out on the local trails. Good sound, even better content! I’m not concerned about today’s post-keynote selloff. In my view, the shares are going higher from here on the value of what was announced today! Go Apple!'
on Virtually live from Apple's WWWDC 2026 - 'Pretty much as expected, no real new innovations. More than anything, they are catching up to about two years ago. I thought using privacy and security as an excuse for being somewhere between late and having completely missed the AI paradigm shift was really sad. The only real technology shown today was (probably) that of Gemini. Federighi should be forced to step down. Enough is enough.'
on Virtually live from Apple's WWWDC 2026 - 'Earlier this week I shared my angst about further migrating my Call Spreads up another notch. Well, this morning I Closed my 220 JUL $300/$305 Call Spreads at $3.52. Then I waiting for the usual drop when the WWDC Keynote was done. I just Opened 300 JUL $310/$315 Call Spreads at $2.50. All prices includes the cost of commissions and fees. Come July expiry I’ll be looking for a Close above $315. As I pointed out in a previous post, from today’s Close to July expiry over the past 5 years (using the 3 lowest prints) AAPL will advance about 5%. That translates to $322. I’ve broken from buying in-the-money, but only because AAPL has printed $315, or higher, 5 times in the 7 (including today) times. If successful my risk portfolio will have grown from $42,500 to ~$151,000 in under 4 months (ROI ~355%). When I commenced trading July contracts my goal was to achieve a 25% ROI. My success so far was not due to any special knowledge other than an awareness of historical (17 year) trading patterns and moving my contracts upward as AAPL broke out of its doldrums. I DO NOT EXPECT CONTINUING RESULTS LIKE THIS IN FUTURE QUARTERS. Pray with me for a $315 Close on July 17. PS.,throughout these past 3+ months I neither Sold at the day’s intraday high, nor Bought at the day’s intraday low.'
on Premarket: Apple is green - '“Max pain starts the week at $310…” I think there’s a good chance that’s where we’ll end the week…. ATH at $317.40 then submarined (program trading) to $303.71.'
on Virtually live from Apple's WWWDC 2026 - 'I found the presentation as a strong guide to what any user, so inclined, can do with Siri AI and Apple Intelligence. Instead of just listing and explaining how it’s done, these presentations show developers AND users what can be done with these improvements, how they look and feel, realistic expectations of steps and time to actions or results, and what users will see. As with any paradigm shift, operating system upgrade, or features improvements, it will have a learning curve. Some of our iPhones will not be able to run every feature. “Most powerful in device models will be available on: iPhone Air, iPhone 17 Pro iPad with M4 and later (With 12GB or more memory) Mac with M3 and later (With 12GB or more memory)” The restrictions for the EU and China might dampen some hardware purchases, but as we have seen so far, increased Apple iPhone purchasing in both EU and China hasn’t been held back by Apple Intelligence availability. IMO, those wanting to really use Apple’s best models will be looking to upgrade to iPhone 17 Pro models and sooner than later.'
on Virtually live from Apple's WWWDC 2026 - 'The big share drop hit just after Apple spiked to its new ATH of $317.40, dropping like a rock all the way down to $303.71. Program trading/modern day musical chairs at its finest…. I think it’s more interesting that it spiked between 10:23 and 10:34 than that program trading immediately locked in that number, and continued down. Some real excitement, instantly quashed…. As per usual, the actual impact of Smart Siri (Siri AI) will take time to firm up.'
on Virtually live from Apple's WWWDC 2026 - 'I’m gratified to see the special attention paid to security. I’ll need to explore that aspect more thoroughly, especially since they’re partnering with Alphabet. At the end, I caught something about a daily limit for the more advanced use of AI. Anyone know more about that?'
on Virtually live from Apple's WWWDC 2026 - 'Having watched this I feel I must have aged out of…something. For all the amazing technical accomplishments, I found this really boring. Perhaps my view is shortsighted. Re the chaser: “Can you see me on the screen?” Is that what we’ve come to? So much for reality…'
on Virtually live from Apple's WWWDC 2026 - 'Like Raj, I notice that the share price drops on days Apple presents. I think of presentation days as discount specials for those looking to buy the stock.'
on Premarket: Apple is green - 'Hit new ATH of $317.40 and then immediately dropped to a low of $303.71. Pretty obvious computer-synched trade – modern day musical chairs in action.'
on Horace Dediu sees Apple Intelligence as a tool to lift people up - 'Well, sell the news has occurred, AAPL now down about $2.35, to around $305, a $10 swing from today’s high of $315.98'
on Horace Dediu sees Apple Intelligence as a tool to lift people up - 'Siri AI will not be available in EU until privacy and regulatory issues are clarified and addressed. Siri AI will not be available in China until regulatory issues are cleared, probably that Google Gemini is not allowed into China. This suggests Apple’s AI work with Alibaba is not yet finished.'
on Premarket: Apple is green - 'Still seems like a sell the news move as stock price has dropped down into the 306.50 range and even lower the longer the presentation goes on.'
on Horace Dediu sees Apple Intelligence as a tool to lift people up - 'Loving the Siri AI intro alongside the other features. I can’t use on my 13 mini, but I plan to upgrade in the fall. I don’t expect to use for everything, but I do believe I’ll develop a routine that will be practical to meet my needs. Given the new possibilities, developers should champing at the bit.'
on Horace Dediu sees Apple Intelligence as a tool to lift people up - 'Demonstrating how Apple Intelligence and Siri work together is how Apple makes techie technology of AI so much more accessible and usable to average users, and how it will be helpful and integrated in everyday thoughts and tasks. Regarding the Mac Siri input, how come you can’t just use a voice prompt on Macs using a built in microphone or iPhone drop rather than typing?'
on Premarket: Apple is green - 'Apple just announced the advances in Siri and the shares remain up $5.02 at $312.36. I like what I see and I’ll continue listening to the keynote while out on the trails. So far, so good. What’s been announced for Siri is everything I want and more than I expected. Go Apple! I’m excited. I’ll be back soon!'
on Horace Dediu sees Apple Intelligence as a tool to lift people up - 'Yay, give Mike Rockwell center stage on improved Siri. This isn’t just about ONE person, it entire Apple teams and software divisions working together.'
on Premarket: Apple is green - 'It’s gone up over 315 twice so far. Before 11am and just after 1:30pm Eastern.'
on Virtually live from Apple's WWWDC 2026 - 'One time, just one time, I want to see AAPL jump 10% or so in one day like many other stocks have been doing lately. Heck, even 5% will do!'
on Horace Dediu sees Apple Intelligence as a tool to lift people up - 'Apple parental controls explained in a clear, logical way, with Parents and Kids in focus. If people will listen and understand this, iPhones, at least in the US, will literally become default choices for parents who care about what their kids will browse, talk to, and app download. This is going to make iOS, iPhones, iPads, and Mac Neo’s even more likely to be chosen over other hardware and operating systems. Now are there going to be some who will claim Apple is locking down the experience, and parental controls are intrusive? Sorry, if you aren’t a parent, you don’t have a say. Also, if you’re a developer who doesn’t like this because you’re targeting kids and teens. Tough, get with the program. Improved Parental controls will be a big differentiator for Apple.'
on Horace Dediu sees Apple Intelligence as a tool to lift people up - 'Well, knock off one of the rumors, iOS 27 will not drop iPhone 11, it will support iPhone 11 models. That continues Apple’s industry leading model of 7, and now 8 years. Android is going to claim nobody should be using a smartphone that long, but iPhone can and do last that long and still function just fine. Yes, the batteries should be changed periodically.'
on Horace Dediu sees Apple Intelligence as a tool to lift people up - 'My wife is a teacher and a Girls on the Run coach at her school. It’s a great program! Thank you for supporting it! And thank you to Horace for focusing on Apple’s support for people with disabilities!'
on Premarket: Apple is green - 'Interesting to see if the stock price can go above the 315 price which seems to trigger selling. Not really expecting much more of a stock price reaction today considering what usually happens.'
on Premarket: Apple is green - 'The keynote is beginning and Apple is up $6.09 at $313.43. Let’s see what Apple delivers today! '


