David Drinkwater on The John and Joz show - 'I feel incredibly excited to be an Apple investor right now. I do my day job, so I don’t necessarily get to Philip’s content on the daily, and some of it I just plain don’t keep up with, but I feel INCREDIBLY lucky to be an Apple investor. I don’t really intend to acquire more shares, because I have “enough”, but I don’t intend to sell, either, because I like my lot. Continuing the gratitude theme, I really, really appreciate all the work that Philip is doing to maintain this website and this community, sometimes taking difficult choices, but maintaining a really quality establishment. Continuing congratulations to the longs!'
on Duo hands ons with iJustine, Brian Tong, Mark Gurman, Marques Brownlee - 'I took selfies with iJustine and Brian Tong at the grand opening of the Apple Store in my city back in 2024. Both were super nice, though I think her core audience may be less techy, hence the pink sweaters et al. It is what it is, and I’m glad she’s an Apple enthusiast for a demographic that probably doesn’t care about Apple stock (but their fathers might).'
on Premarket: Apple is red - 'Following the strong results of Dell, HPE and Apple on Friday, I looked at other hardware/infrastructure stocks and their performances. I noticed Cisco rose $4.69 or 4.37% to finish the week at $112.13. The all-time high on the shares was set on June 4th at $130.37. The shares are up 45.57% year-to-date and goes ex-div on October 2nd for the $0.42 quarterly ($1.68 per annum) and a 1.50% yield at Friday’s closing price. I’m not making recommendations. I’m just on the lookout for AI infrastructure beneficiaries.'
on Duo hands ons with iJustine, Brian Tong, Mark Gurman, Marques Brownlee - 'Disclaimer – I haven’t had hands-on. Brian Tong gets it, looking at the Duo with fresh eyes, seeing it for what it is, a big beautiful exciting and highly functional device. He’s not encumbered with comparing it to Android attempts, nor iPhone + iPad. Marques explored overseas pricing, which may allay concerns about margins due to memory costs. And no question, this will sell very well overseas, especially where nearly everyone relies on mass transit.'
on Duo hands ons with iJustine, Brian Tong, Mark Gurman, Marques Brownlee - 'They should deny iJustine her 3rd cup of coffee and remind her she’s no longer in high school. Gurman’s review was actually pretty positive. I still don’t want one, but for those that do, Apple will gladly take their money. On the off shore pricing premium, if I recall correctly, the countries listed all use VAT. Crude conversion and VAT rates seem to indicate this is the case. If it is then there is no “foreign” premium.'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'Becoming Steve Jobs is the story of Jobs in the Wilderness https://en.wikipedia.org/wiki/Becoming_Steve_Jobs'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'My sister and I were subjected to Louis every Friday night (we were 10 and 14) we stayed with my late father, a dear, dear memory that warms my heart it was raised today. Before long, I was mowing more lawns to buy a share or two more of stock (sadly not Apple back then around 1984).'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'Hi Michael – yes I too watched his show on occasion back in the day. It was produced in Maryland by Maryland Public Radio. He also started an investment newsletter that I subscribed to, but alas the companies he recommended that I invested in always went down. The companies he recommended that I didn’t buy always went up. Oh well – c’est la vie!!'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'Used to watch Louis Rukeyser every Friday night on the original Wall Street Week. A PBS production on KCET in Los Angeles. IIRC, the show was broadcast out of Miami. Great show and very good panelists.'
on Saturday Apple video: Steve Jobs on Wall Street Week (1996) - 'A hidden gem, I had not seen this before. Steve as thoughtful and well spoken as ever. You still get a bit of the edge undercurrent to him. I do like his initial reaction to each question. His time at Apple 2.0 tends to overshadow his massive achievements at Pixar, where I think a large bulk of his fortune was modeled. Around the same time, maybe within the year or two before, I remember reading a profile in a business type magazine of Steve’s time in the “wilderness”. It discusserd how he had grown and matured as a leader since leaving Apple. I have occasionally searched for it, but it is so generic I can’t seem to uncover it. Maybe it was you Philip? Anyone recall this?'
on The John and Joz show - 'Well, now about 18 months from Gruber’s March 25, 2025 rant and here we are, a strong iPhone 17 / A19 Pro cycle, Mac Neo, new M5/M6 Macs, and iPads, new iPhone 18’s w/A20 Pro, new AirPods, two sets of Apple Watch, a new Apple Watch Ultra, and much more conviction that Siri AI and Apple Intelligence will be delivered. And how that AI is getting there without massive CapEx may prove the correct move. And then there’s the iPhone Duo Foldable AND its software, which was being dutifully worked on exactly during the Gruber rant. This doesn’t excuse the original WWDC unmet promises, and he had good reason to feel that way, but Apple was being Apple, actually doing what he said they should do: “Modern Apple — the post-NeXT-reunification Apple of the last quarter century — does not publish concept videos. They only demonstrate actual working products and features.” Well, the Duo introduction, demonstrations, post event hands-on and impressions, and soon to come in-depth reviews show us that Apple indeed demonstrated an actual (NEW) working product and features. Like Apple product purchases, Apple’s mojo might have been delayed or constrained, but it was never lost. Oh, just one more thing: On March 25, 2025 Apple closed at $222. With Friday’s close of $332, AAPL rose $110, a gain of 49.5%. I guess Gruber didn’t see that either.'
on Tim Apple, meet John Ternip - 'The trick / workaround is not to ask for an image of a person or celebrity. But you can take an image of a person and ask Playground to make something with it. However, in my limited testing Chat GPT gave better results. And when I asked SiriAI if they can use famous people (by name) she said NO. #guardrails'
on The John and Joz show - 'I can say that I’m getting excited. After all the stumbles, all the doubts — the mood is changing. The change from Gruber to Tom’s, the change from Cook to Ternus, it starts to make sense. Seeing a CEO of such a company talk in that way, with remarkable technical competence, and at the same time disarming humility — feeling like a regular guy, seemingly a peer of Joz without losing the aura of a leader. He knows how to listen, he knows how to answer, he is authentic, empathetic, simple and multiple at the same time. That interview is very revealing, and it makes me aware of what the transition from Cook to Ternus really could mean, but also — stunningly — what the transition from Jobs to Ternus could mean — times are changing. I feel good!'
