Michael Goldfeder on Tim Cook, Bad Bunny and the Apple Music Super Bowl - '@Joseph: That was a horrible missed call. You never know what’s going on in these big games. They have big time refs yet there are always questionable or missed calls. The Rams back when I was growing up with the “Fearsome Foursome” always ran into those darn Green Bay Packers. It would have been awesome if they went to a Super Bowl back when they had that incredible defense and Roman Gabriel at QB. Oh well. Here’s to a good game.'
on Don't blame Apple - 'Hi, Rodney. “Is he saying that people are choosing to go into AI software engineering instead of becoming electricians? Or are people not paying their electrical bill because they’d rather buy more shares of Nvidia?” I think he’s saying that electricians are so in demand for AI that they’re getting offered far more to do that than normal work, which is not only leaving a shortage of paid electricians but also driving up their costs to normal customers.'
on Don't blame Apple - 'Electricians are getting harder to find, and some construction projects are on hold. Smartphones are expected to get pricier for potentially years to come. And promising innovations are being starved of investment funding.“ Sounds like hyperbole to me. Is he saying that people are choosing to go into AI software engineering instead of becoming electricians? Or are people not paying their electrical bill because they’d rather buy more shares of Nvidia? And as far as cell phones costing more, I do not believe Apple has raised the price of their cell phones as they transitioned to iPhones that could run AI. And regarding promising innovations starving for funds? ‘Promising’ as determined by investors, or those trying to sell their innovations?'
on Mark Gurman: Here's Apple's busy release schedule - '1300 Mockingbird Ln Was that the address of The Munsters’ House?'
on Taboola ads are giving Apple News a bad name - 'IMO, for $15 a month YouTube premium is worth every penny. YouTube’s intrusive ads are stripped out. Some presenters do insert some of their own ads, but one can drag past them easily. The ad for Tai Chi doesn’t appear to be like anything I’ve practiced for decades. Does Apple really need to be swimming in bilge water?'
on Tim Cook, Bad Bunny and the Apple Music Super Bowl - 'My wife and I were both born and raised in California. In fact, she was born in the San Francisco Bay Area and is a diehard San Francisco 49ers fan who even subscribes to the NFL Red Zone during football season. Whereas, I haven’t been a football fan since John Madden was the Oakland Raiders coach with Daryle Lamonica, George Blanda, and Fred Biletnikoff way back in the ’70’s. However, I was appalled to read about the Seattle organization suggesting that if season ticket holders sold their Super Bowl seats to a Patriots fan, they may lose their season tickets. So, even though they knocked my wife’s favorite team out of Super Bowl contention, I was leaning towards rooting for the New England Patriots before I read about their owner, Robert Kraft, and his long time friendship with Trump. Go Seahawks!! 🙂'
on Tim Cook, Bad Bunny and the Apple Music Super Bowl - 'Naw, booing is like water off a duck’s back to him. He doesn’t want to be seen sleeping during the biggest sporting event of the year right before the midterms.'
on This week's Apple trading strategies (2/9-2/13/26) - 'As for Bitcoin, no thank you. I invest. I do not gamble. I do not speculate. In addition to the illicit activity cryptocurrency facilitates, it has the very serious problem of having no government behind it. Some see this as a feature. To me it’s a crop-devouring bug. Every once in a while the world syncs up in a macroeconomic disaster. When that next happens, I want my money denominated in a currency backed by a competent and independent central bank, and I want the government in question to have the power to do fiscal stimulation or contraction as needed. Know your limitations, Saint Warren of Omaha has said. I find investing in green dollars to be tricky enough. I can think in dollars. Bitcoin, not so much.'
on Scott Galloway: Unsubscribe from everything Apple and avoid buying its hardware - 'What about SWIFT, DTCC, Visa & Mastercard, Cargill, ADM, Maersk, ASML, IQVIA, Glencore, McKesson, United Health,Saudi Aramco, Black Rock Capital. See: Substack Article “The Companies That Secretly Run the World ( and What Happens If They Stop) posted by Raisini. How Galloway could ignore their roles and influence is beyond me. Back to school, professor?'
on Tim Cook, Bad Bunny and the Apple Music Super Bowl - 'Here’s something I’m wondering – since Apple Music is the sponsor of the halftime show, did Apple have any say in deciding who the performers are? Or was this solely an NFL decision? It seems like Apple might have the option to pull out if they didn’t like the NFL’s choice, but I’m specifically wondering about whether they had a say in the original decision. Meanwhile, the SF Chronicle reports: “Can’t wait,” Cook wrote in the caption of a selfie with the Puerto Rican superstar, posted Friday, Feb. 6, on X. (That’s the pic PED posted above)'
on This week's Apple trading strategies (2/9-2/13/26) - 'Below are the one-year share price performances of the Terrific Ten equities ranked by percentage gains over this time and the percentage gains in the major stock indexes over the same period. We are revisiting the one-year performances following the recent earnings season and the market’s responses to the financial reports and forward-looking statements put forward by these enterprises. Taiwan Semiconductor (TSM) up 67.26% Alphabet (GOOG) up 67.14% NVIDIA (NVDA) up 44.09% Broadcom (AVGO) up 43.90% Apple (AAPL) up 19.25% NASDAQ Composite – up 16.37% Russell 2000 – up 15.29% S&P 500 – up 13.95% DJIA – up 12.00% Tesla (TSLA) up 9.83% Berkshire Hathaway (BRK) up 6.47% Microsoft (MSFT) down (3.53%) Meta Platforms (META) down (7.10)% Amazon (AMZN) down (11.94%) It’s not a coincidence the worst performing enterprises among the Terrific Ten components – Microsoft, Meta and Amazon – are hyperscalers that recently announced huge increases in AI-related capex deployments. It’s also not a coincidence three of the four best performing equities over the past twelve months following the recent earnings season are chip makers – Taiwan Semiconductor, NVIDIA and Broadcom. Alphabet remains among the top performing components because of the prior pressure on the share price from the company’s anti-trust trial. The resulting ruling from the trial was favorable for the company’s interests and the ruling was announced on September 2, 2025, which is within the past twelve months.'
on Scott Galloway: Unsubscribe from everything Apple and avoid buying its hardware - 'SG’s idea is pure idealistic fancy. Why don’t we quit everything and tank the whole economy – that’ll show em.'
on This week's Apple trading strategies (2/9-2/13/26) - 'Agree re BTC. It’s for speculation and illicit activity. It doesn’t provide any unique or superior solution'
on Tim Cook, Bad Bunny and the Apple Music Super Bowl - 'The halftime show, which Apple sponsors, will piss off many on the right side of the political spectrum. Isn’t there a saying that you are probably doing something right if you are pissing off both sides of the political spectrum?'
on Mark Gurman: Here's Apple's busy release schedule - 'The low cost MacBook is the most exciting release this year. This represents an untapped price point for Apple and tons of revenue runway. While the struggles with Siri and Apple (outsourced) Intelligence continue, they’ve done a remarkable job with silicon, modems, price points, and adding to the Installed Base. 2026 should see Gemini help the Apple Intelligence chassis gain functionality, but the real question is when the hell will Google Gemini exit the Walled Garden, if ever? This mutation to Apple’s “own the stack” DNA just doesn’t sit right with me.'
on Taboola ads are giving Apple News a bad name - 'Fascinating. I read Apple News every day, and likewise upon reading the above comments thought “I’ve never seen an ad on Apple News”. I just tested the theory, and lo and behold within a few articles I clicked there is a horizontal box of ads after a few paragraphs. Interesting thing is, I had literally never noticed them before, as apparently my brain subconsciously knows to skip them, and as I said I quite literally do not register them. If they make my investment some profit, while being so minor as to be not noticed, I’d call that typical Apple. Just my experience of course.'
on Don't blame Apple - '“Double, double toil and trouble; Fire burn and cauldron BUBBLE ” — Shakespeare’s Macbeth'
