Bart Yee on Premarket: Apple is green - 'At 8:13 am PDT AAPL is up >$13.00 to over $307.50 today on an already strong 25M shares volume, apparently the options market may be melting upward, the market may like Apple’s confidence in ordering 10M units of foldable iPhones, or is feeling optimistic Apple’s price hikes are the correct moves. Whatever it is, AAPL is recovering a lot of its declines since WWDC and its high of $315-317. Once focus turns back to earnings and guidance from there, I suspect Apple will eclipse its high as Apple’s business models, superior management, and roadmap becomes better appreciated. Will this peak hold throughout the day? Unknown but we sure hope so. Next week should be even more interesting. Oh, and Samsung will be providing preliminary earnings guidance next week as well. While their memory revenues and profits will be off the charts, key will be any comments about their consumer & smartphones business revenues and profits but that may have to wait until they announce actual results.'
on Premarket: Apple is green - 'I had 800 Jul 300 calls for which I’d paid ~ $408,000. When AAPL fell to 275, these fell to 80 cents making my loss on paper to be around -$330,000. Around 278, I made a gutsy move and bought 400 more calls and lowered my average for 1200 calls to $456,000 (~$3.8). Sold them today morning for $8.80 making a profit of $600,000. Had I held on and sold them one hour later, I’d make $300000 more but like Greg said: “Never be afraid to take a profit”.'
on Apple asks its supply chain to crank it up - 'This story is probably the reason for Apple share price action today. As of the time I am writing this, Apple is up about $12. The question is, will there be a negative story planted about something at Apple going into the holiday weekend to try to get the price going in the other direction? Or will they save it for next week?'
on RAMageddon has turned existential for smaller tech - 'A friend hasn’t bought a new printer EVER. He just looks for ‘going out of business’ sales and buys up used printers really cheaply. When the toner runs out, he just looks for another one… Usually he’ll buy 2 or 3 HP at a time… He started doing that with LaserWriters about 40 years ago.'
on RAMageddon has turned existential for smaller tech - 'They won’t be separated from theGPO assembly they are mounted on. Mostly likely they will be brokered to another startup not dependent on maximum performance for about 40 cents on the dollar. That was my business for 17 years: reselling telecommunications hardware. Reselling computers, cars, refrigerators, TVs, farm equipment etc has always been big business.'
on Premarket: Apple is green - 'Gregg, never be afraid to take profit. I cashed out a call myself for smaller profit than if I held. But key word is profit'
on Counterpoint: Apple is snapping up 29% of the foldable screen supply - '“I fold like a cheap ****** who got hit in the stomach by a fat guy with sores on his face.” – Joey in the Friends TV show episode ‘The one with all the poker’'
on Counterpoint: Apple is snapping up 29% of the foldable screen supply - 'In-folds are distinguished from clamshells in that they fold in. As opposed to clamshells which fold in.'
on Wedbush's Daniel Ives has become a merchant bank - '“More details will be formally announced in the coming weeks, Ives said. He added that his work as a research analyst and frequent commentator on television and radio will continue. The news of Ives departure and new venture was first reported by CNBC.”'
on Wedbush's Daniel Ives has become a merchant bank - '“Striking out” on his own? (I’m not sure that’s a good analogy, but it does fit baseball! 🙂 )'
on Premarket: Apple was green, turned red - 'Volume was pretty high, ~50M shares. Looks like $300 is just around the corner.'
on RAMageddon has turned existential for smaller tech - '“Politicians are losing their seats, as in Utah, because of their datacenter support.” I actually think that’s sad, Richard, because it may be their support is firmly grounded in being tech supporters in general. And there’s nothing intrinsically wrong with the concept of data-centers, provided they “play nice”. But, like the gold-miners in the US, much bad can be done in the name of getting rich, or even having the chance of getting rich. And that’s where we are in this laissez faire political environment: Which, ironically, isn’t “fair” at all, since this modern day gold rush for wealth is burying fairness, and the most vulnerable are the ones being injured the most.'
on Premarket: Apple was green, turned red - 'Now in the last hour of trading and Meta is up 9.46% at $616.55 on news the company is building a cloud infrastructure business to see excess AI computing capacity to outside customers. Corning is selling off after a recent fast and strong run-up in the share price. The shares are off 13.53% today at $220.86. Apple is up today $5.19 or 1.79% at $294.55. Apple first traded in today’s range in early May.'
on Horace Dediu expects iPhone prices to go up $100 - 'One of the issues about how much impact high ram/memory prices for Apple turns into higher prices for the products it sells does depend somewhat on the architecture of the device being talked about. I think the price rises on Mac and Ipad storage and memory may be harder for Apple to maintain margins on due to the expected specifications of the devices involved. For instance the Mac I am typing this on has Ram of 48GB, and an SSD of 2TB. When I bought this in December 2025 I paid around 3300 dollars. Now in July of 2026 with an upgraded processor, an extra 24GB of ram to 48GB and an upgrade of standard 1TB to a 2 TB SSD Apple price ends up at $4099. (Without any sales which many shoppers take advantage of.) As part of the higher price Apple now charges $500 for the upgrade of the SSD from 1 TB to 2 TB. Might be considered a bargain compared to a Ram upgrade. For the Ram Change the price is an extra 600 to go from 24GB to 48GB. 600 more for 24GB in memory does seem high. But for many users it might not be necessary so this might be something users will pass on. I bet economies of scale are involved in these prices and increases. Many people buy too much computer compared to the way the actually use it. Throwing extra Ram into an Apple device is not as needed for most software as people think. But who wants to guess wrong. If I look at my Iphone 17 Pro a search reveals it comes with just 12 GB Ram and a 512GB storage capacity. So a fairly robust Iphone 17 Pro does not use as much Ram/Storage as a high capacity Mac (not the highest) So if the new Iphone comes out with a small increase in Ram as standard like 4 more GB (to 16GB) a smaller price increase would seem to be predicted in the range . Of course if there was no shortage of fabs prices likely wouldn’t be going through the roof as manufacturing changes and efficiencies would allow upgrades to Ram and storage to grow without much extra manufacturing costs. Ipad Pros are somewhat more like iPhones in terns of Ram and Macs in terms of storage. It may be that the storage is driving the increases for iPads not as much the Ram use. So based on the various capacities needed I could easily see 100 to 200 dollar price increases for an Iphone compared to the larger increases we have seen for Macs. And larger storage capacity Ipad’s as well.'
on RAMageddon has turned existential for smaller tech - 'I think a datacenter bust will change Micron’s opinion. And one reason I might support your idea of Apple buying its own memory foundry — use it as as a threat inm negotiations, especially with Micron. It would really put them back into line. Losing 15% of their revenue would hurt. That is business they might never get back. Especially when the memory glut reverses.'
