John Konopka on Both Apple and Google to enter smart glasses market in 2026 - '@Bill Agreed. I find the promotions for various AR/VR/AI glasses interesting for how underwhelming they are. The marketing group was tasked with coming up with a number of “gee-whiz” features to make these sound futuristic. The problem with gee-whiz is that it is not sustaining. It becomes boring once the initial surprise fades. I’ve had three AVP demos and I’m coming around to an idea that makes these attractive to me. First of all, there are the obvious features of a great display that envelops your field of view. This is useful for viewing videos or other content. Kind of like an immersive TV screen. Good but not earth-shattering. Personally, I found the idea of creating a virtual work-space the most useful. Think of this as an amplifier for the mind. Instead of being a passive observer it puts me back in the drivers seat. Persistent widgets are very interesting. You can attach them to a vertical solid surface (not a table top, not glass) and they remain there regardless of how you move around. Add in multiple app displays around you and now you can create a virtual work-space with all sorts of digital tools at your disposal. In my case, I can see working with some instrumentation in my direct field of view (electron microscope and spectrometers). Surrounding me would be Keynote for major output comments, Notes for documenting actions in detail, Pages for displaying relevant published work, Safari to display some data related to the current samples, persistent widgets of Periodic Tables showing data about the elements I’m analyzing and Preview showing PDFs of manuals for the instruments I’m using. I have most of that now, but I access it by switching displays or computers, rummaging through various books or just guessing because it is too troublesome to look up. I can imagine a similar setup for many kinds of arts and crafts and engineering, creating an environment that augments what you are actively doing with your mind.'
on Premarket: Apple was red, turned green - 'Oracle is off $25.91 at $197.10 in overnight trading after delivering what’s widely considered to be disappointing results. The quarterly results were released following Wednesday’s market close. After spiking to an all-time high of $345.72 on September 10th the share price has retreated to price levels first seen in June.'
on Tim Cook went to Washington. Again. (video) - 'Another example of people using Apple to draw attention to their cause. And Tim Cook doing his job. Apple is wise to pay attention to these legislative efforts as it is clear most legislators don’t understand the technology and social norms they are trying to control. The unintended consequences often have to be pointed out by the people who oppose a concept.'
on Tim Cook went to Washington. Again. (video) - 'Meanwhile, kids’ data, mental, emotional, educational and social health – and physical safety, in many cases – are being sold to the highest social media co bidder.'
on Tim Cook went to Washington. Again. (video) - 'describes itself as “a bill to protect the safety of children on the internet.” That’s why they describe it that way, to give it a superficial psychological advantage. Enter the proverb- the simple believes every word, but a wise man looks well into the matter. Good for Apple, most readers on PED 3.0 are not simple minded.'
on Both Apple and Google to enter smart glasses market in 2026 - 'All true, but I suspect in terms of marketing/sales Google will have the edge with Gemini.'
on Seeking Alpha: Apple gets an F - 'this “report” is AI-generated. “Hey ChatGPT, write me a negative story on AAPL.”'
on CSLA hikes its Apple target price $65 (!) to $330 - 'Had to go out and find Tim’s conference call statement. “We expect total company revenue to grow by 10 to 12% year over year we expect iPhone revenue to grow double digits year over year, and we expect that that would make the December quarter the best ever in the history of the company,” CEO Tim Cook.'
on Wall Street thinks Apple's AI strategy looks smart — for now - 'Neal, from what I’ve read the Hyperscales funded their AI investments with cash flows for the past few years. However of late they are doing most of it via bond debt offerings.'
on Wall Street thinks Apple's AI strategy looks smart — for now - 'According to the article linked to on Laura Martin, Apple needs a GenAI strategy. From today’s article, it sounds like Apple already has one, it is just one that, it sounds like, Laura Martin disagrees with. I don’t follow the other companies closely but how are they funding their CAPEX for AI? Is it out of free cash flow? If it is, then they would be significantly more profitable without this spending but may have wasted a ton of money if the large markets for AI products doesn’t pay off(since they may already be commoditized when they are ready for launch).'
on Schwab graphs Apple's technicals, pitches a vertical call option spread (video) - 'Yes, Bullish Cross was AZ (“he who must not be named”). In fact there are a number of people here who joined this group to have a place for discussions after BC went away. Anyway, it didn’t sour me, just made me more cautious. And like I said, I never lost money again after that — it’s simply that not doing options would have yielded more $$ than doing options. YMMV.'
on Schwab graphs Apple's technicals, pitches a vertical call option spread (video) - 'Thanks Greg. Options trading has always mystified me, but I ultimately wanted to try – and not lose a bunch of money. The step-by-step process is what I needed but just couldn’t grasp without some hand-holding. Your example above seems to be a good one'
