Joseph Bland on Apple stopped buying its own shares for nearly two months last quarter - 'BTW: Excerpt From “Apple Cuts More Mac Studio and Mac Mini RAM Options as Memory Shortage Worsens” Daring Fireball https://apple.news/AL6uzanDqPDiWtr-uw8MNOA This material may be protected by copyright. “Apple has removed more desktop Macs from its online store as the global memory shortage continues. Mac mini models with 32GB and 64GB of RAM are no longer available for purchase, nor is the M3 Ultra Mac Studio with 256GB RAM. The M3 Ultra Mac Studio is now available only in a 96GB RAM configuration, with higher-tier options eliminated. Both M3 Mac Studio and M4 Max Mac Studio models have delivery estimates of 9 to 10 weeks.” Well, that’s one way to dodge a bullet….'
on Premarket: Apple is red - 'A record day for the Nasdaq Composite, Russell 2000 and the S&P 500 today! The Nasdaq Composite led the pack higher, gaining 2.02%. Apple rose $3.33 or 1.17% to $287.51 while moving within striking distance of a new all-time high. Chip maker AMD jumped $66.13 or 18.61% to $421.39 on a strong earnings report. Opportunities abound for the astute investor!'
on Why Morgan Stanley raised its Apple target $15 to $330 (video) - 'PED, if you have trouble getting to the CNBC videos, many (or most) are in Apple News – which I would expect most PED30 subscribers have full access to via the Apple One bundle. Link here: https://apple.news/Aepe9v5dGRZeTuDuUsD42cA'
on Cops use Apple Car Play to nab armed crypto thieves - 'But that also applies when RENTING a car for presumably legitimate, or at least private, purposes. How long before rental car companies realize they can make money selling location data collected by their vehicles?'
on Cops use Apple Car Play to nab armed crypto thieves - 'For the rest of us, it’s worth remembering that pairing your phone with a car can expose your privacy.“ I will remember that the next time I am stealing a car'
on Premarket: Apple is red - 'Let’s see how long it takes PED to fix this Max Pain (or should we say Max Ecstasy) typo of $800. It’s 10:17 PDT now. From PED’s Magic Keyboard to the Market’s algorithms.'
on Carter Worth on Apple: 'It feels like there's very little downside' - 'And I see this morning another smart guy took Worth’s golden advice. According to Benzinga CNBC’s Joe Terranova thought it was worth announcing that he’s bought AAPL shares – just below ATH price. If only he was that smart or confident when the price was under $200'
on Nearly half of all global smartphone revenue in the March quarter went to Apple - 'And that only counts new iPhones. A surge in new, creates a surge in used, and more margin pressure on Android clones. Then ponder the impact on Android chip vendors, exclusive of memory chips. Only Samsung, among clones, makes memory.'
on Nearly half of all global smartphone revenue in the March quarter went to Apple - 'Maybe I’m missing something, but if Apple took 50% of all revenue and Samsung took 18%, how did the rest get 44%? Could this be the definition of a “Fieldhack”? 🙂 (Gotta love that name!)'
on Apple stopped buying its own shares for nearly two months last quarter - 'If thine fingers offend thee cut them off! 🙂'
on Apple stopped buying its own shares for nearly two months last quarter - 'Bartley Yee’s posts are always worthwhile to read and pay attention to. He always does a great job of working the numbers along with giving interesting explanations/opinions.'
on In Siri settlement, Apple could pay iPhone owners up to $95 per device - 'I’ve long maintained Tim Cook has done a masterful job with iterative improvements to the Jobs hardware lines, their associated Services, Apple silicon and macroeconomic politics. Where he hasn’t, though, is in *new* hardware lines and organic Services. The Jobs era hardware and their associated Services account for 90% of current revenue. Car, Siri/AI and Vision Pro haven’t even paid for their R&D yet. They’re a net negative to the company. Disastrous hires like Giannandrea didn’t help either. It’s Tim’s time to go. Innovation has stalled. It’s time to give Ternus a shot. Tim harvested the Jobs crops but planted little of his own. What is the hardware line or Service outside of iPhone/Mac that Tim Cook oversaw? HomePod? Apple TV?'
on Apple stopped buying its own shares for nearly two months last quarter - 'Cautionary measures because of uncertainty around tariffs & multiple war impacts in addition to the reason Mr. Dediu stated above?'
