Recent Comments

  • David Thall on Is this what dented Apple in premarket trading Monday morning? - '“Lowers target to $263.66 from $285.56″…? In other words, a perma-Bear lowered his absurdly low target to an even more absurdly lower target. This analyst’s lousy track record speaks for itself. The market manipulators diligently prime the pump by reporting these shallow low-ball “analysts” to fuel algorthims that read the “news” every millisecond just so they can churn their algo driven HFT day trading. And it’s all SEC sanctioned because… Jefferies is a legit firm? Bottomline: Most analysts are wrong over half the time. This one is closer to all the time. Their clients would have better odds flipping a coin.'
  • Gary Morton on Is this what dented Apple in premarket trading Monday morning? - 'I just saw a squirrel cross the road. This proves that Apple R&D is like a bunch of squirrels searching for the next nut. Point target to 265.657459.'
  • Michael Goldfeder on Gene Munster ignores Jefferies' Apple downgrade (video) - 'Gene was 100% correct back in 2019 when he aptly stated in response to some other dunderhead with an Apple Negative Nancy article: “The tech media’s overwhelming inability to “get” iPad, or iCloud, or today’s Services feels like willful ignorance dressed up as condescension from people who think they know what Apple should be doing. Yet clearly they haven’t managed to successfully pick up what Apple’s been putting down for a decade now while carrying water for rivals that have actually been repeatedly wrong over the same period. That also applies to Apple’s Services.”'
  • Steven Philips on Premarket: Apple was green, turned red - 'I wouldn’t give them that much credit. Maybe, but also maybe Zucks AI paper? ( Though I haven’t read it yet.)'
  • Greg Lippert on Gene Munster ignores Jefferies' Apple downgrade (video) - 'Gene is today’s voice of reason.'
  • Gregg Thurman on Is this what dented Apple in premarket trading Monday morning? - 'History tells us that first quarter results set the standard for the full year. Whatever Apple reports for the first quarter will equal about 32% of full year results. Now, having a realistic full year result you can determine Q2, Q3 and Q4 results. Will each of those quarters be spot on? No, but they will be closer than WS’s convoluted guesstimates.'
  • Greg Lippert on Is this what dented Apple in premarket trading Monday morning? - 'Go down so my reinvested divis buy more shares you anal dumbasses.'
  • Gregg Thurman on Is this what dented Apple in premarket trading Monday morning? - 'The ONLY indicator an investor needs is management’s guidance, made one month into a 3 month period, with the last 2 months under contract. If management guides up to 11% revenue growth, it’s going to report up to 11% revenue growth. Nobody knows better than management what it is going to report. Apple knows, everyone else is guessing, especially the bears.'
  • Daniel Epstein on Is this what dented Apple in premarket trading Monday morning? - 'Michael, Your bulls–t detector is working well, someone who draws inferences from unannounced product deliveries being cancelled over a year away is making things up to justify a conclusion. And the market is reacting like this guy has an understanding of Apple which there is evidence to the contrary. The trading algorithms must say sell first ask questions later.'
  • Ben Gepp on Is this what dented Apple in premarket trading Monday morning? - 'What a silly target. Has no credibility. What Darren said…'
  • Michael Goldfeder on Is this what dented Apple in premarket trading Monday morning? - 'Just another example of making up total nonsense: “Supply-chain checks indicate that the company “has cancelled the 20th anniversary all-glass iPhone model due to poor production yield,” he wrote. “This shows that introducing new form factors in the iPhone to drive higher ASP is more difficult than expected.”…”'
  • Darren DMW on Is this what dented Apple in premarket trading Monday morning? - 'As I said in the earlier deleted thread. For AAPL analyst PTs should be in multiples of $5 and all adjustments in $5 increments. It’s not possible to be more accurate than that 12 months out.'
  • Daniel Epstein on Is this what dented Apple in premarket trading Monday morning? - 'Another contra indicator analyst to add to the list.'
  • David Emery on Is this what dented Apple in premarket trading Monday morning? - 'We’re supposed to believe their model is accurate to -5 significant digits-? I view that as just honking the clown horn to get attention. I sure hope Horace does start tracking ANALyst performance over 3-5 year timeframes.'
  • Robert LoCascio on Premarket: Apple was green, turned red - 'Downgrade by Jefferies, possibly.'
  • Philip Elmer-DeWitt on Premarket: Apple was green, turned red - 'Why the sudden drop? The only relevant news I see is that Apple went ex-dividend today.'
  • Gregg Thurman on Mark Gurman: Big changes coming for the Apple Watch? - '”Apple Watch has seemingly stalled in health monitoring.” Hey Apple, what have you done lately? Never mind that nobody else has done anything earthshaking either, let’s single out Apple.'
  • Robert Paul Leitao on This week's Apple trading strategies (8/10-8/14/26) - 'This is a reminder Apple trades ex-div tomorrow – Monday, August 10th – and the payment date is Thursday, August 13th.'
  • Robert Paul Leitao on Mark Gurman: Big changes coming for the Apple Watch? - 'James: I like this idea considering the increasing number of bans on students carrying smartphones during the school day. An Apple Watch is a wearable and allows parents to monitor a child’s location without it being a distraction to students or competing for the child’s attention in the classroom.'
  • Daniel Epstein on Mark Gurman: Big changes coming for the Apple Watch? - 'If the HomePod with a screen does come out and I can use it for my new intercom at my apartment which uses an IOS app count me interested. Currently using my phone which works okay but not so great if guests want to answer the door for me.'
  • Robert Paul Leitao on This week's Apple trading strategies (8/10-8/14/26) - 'I value coherence and continuity with each Apple product purchase. In my experience, each new Apple product purchased tends to extend the usefulness of all other Apple products currently in use and adds increased value to each consumer’s relationship with the company. I very much like this product already!'
  • Robert Douglass on This week's Apple trading strategies (8/10-8/14/26) - 'Boy, I sure hope Apple includes an updated AirPort Extreme in that ‘family of hardware’…'
  • Robert Paul Leitao on Apple owns 65% of the (growing) premium smartphone market - 'I noticed there were no comments on this post. I believe setting $600 as the line that separates so-called premium smartphones from other smartphones is outdated. Personally, I consider usability (inclusive of intuitive design and function), quality construction and durability as the most desirable features of any tech product. Necessarily that put me in Apple’s proverbial camp on just about any product the company offers. As we move further into the AI era, I see a diminishing market for “non-premium” smartphones due to rising component costs and consumer expectations for features. Without adjustment for rising costs “premium” smartphones will continue to capture a rising share of the market and will no longer be a valid metric for differentiating classes of smartphones when the line is drawn at the low cost of $600 for a new handset.'
  • Gregg Thurman on Mark Gurman: Big changes coming for the Apple Watch? - '” I really wish Gurman would either join McKinsey or stop editorials about what Apple management should be doing.” The arrogance that anybody knows better than Apple is borrriing. Until a few months ago anybody (and everybody) with access to the internet was proclaiming Apple the ultimate AI loser. Today those same “experts” are proclaiming Apple the AI winner. I believe that in the consumer and SMB AI market Apple is going to dominate. Nobody has the street creds as does Apple, nor the installed base of AI capable devices to run it on. The gap between Apple AI capable devices and everyone else is greater than the aggregate share of everyone else, with a silicon and software lead that amounts to years (and we still don’t know the totality of Apple’s AI strategy).'
  • Robert Paul Leitao on This week's Apple trading strategies (8/10-8/14/26) - 'OK. I’ll take three, maybe four of the new hubs. What’s described is perfect for my home and lifestyle.'
  • Steven Philips on Apple gives X's deep fakes a free pass - 'When both political parties are making negative statements about Apple – however misguided! – I would agree with David and also say “Be cautious, John Ternus.”'
  • Steven Philips on This week's Apple trading strategies (8/10-8/14/26) - 'I always expected the use of multiple displays. It only made sense that way. And since I’m working towards a new home, I’m definitely interested in the system. Cameras, sensors. Displays etc.'
  • Stephen Gordon on Mark Gurman: Big changes coming for the Apple Watch? - 'I don’t like watches, but I would wear a band the moment it’s released.'
  • James Hillhouse on Mark Gurman: Big changes coming for the Apple Watch? - 'Agree 110%!'
  • David Emery on Apple gives X's deep fakes a free pass - 'This would require a clear statement of requirements and evaluation criteria against those requirements. Now I think that would be A Good Thing in general, but in this case you want to reduce the approval process to a ‘deterministic algorithm’ to remove (or at least formally mitigate) accusations of bias. (Of course, there will be loud and persistent claims of ‘bias’ by those who profit from such claims, regardless of how rigorous the process is.)'