Richard Gayle on Apple investors: Mark your calendars for 9/9/26 - 'Man, I have not been drooling like this over a Fall event season for Apple in a long time. Smart hubs. Folding phones. New Airpods. Awesome Siri AI. The most powerful desktops. The new iPhones are almost overlooked. Maybe even “One More Thing?” I suspect I will be utilizing Apple Upgrade a lot in the coming months.'
on Apple's August bombshells (videos) - 'Per my stepson, the programmer/security expert/AI expert/smart cookie: “Unified memory – up to 1 TB per machine – is the key to absolute dominance. Mini’s with less can be chained together, but that requires some technical expertise. More than the silicon is the Mac’s unified memory architecture. That’s what matters most. Unified memory *bandwidth* is definitely important- especially to beat NVIDIA – but total amount of unified memory is what will allow a Mac to run the best AI models locally.'
on Apple investors: Mark your calendars for 9/9/26 - '“Home Automation” products will need a whole separate space, I think.'
on Apple investors: Mark your calendars for 9/9/26 - 'It sure sounds like they’re going to unveil some sort of smartphone hub or similar. Is that the “surprise”? Reorganizing the space in retail stores speaks to something more than a new iPhone line. Rumors point to hands on display areas.'
on Apple's August bombshells (videos) - 'A part of me disagrees. Can you ever be disappointed getting more power than you need'
on Apple's August bombshells (videos) - 'I’m wondering if a Studio would be overkill for what you’ve described as your workload, Romeo. I hope you do a couple informal benchmarks on your M4 Mini and then on the new M5 Pro Mini, and your assessment whether the difference is really worth it in practice. (I’m presuming you’re not doing this stuff professionally, either way your qualitative opinion would be valued.) Will your new Mini be able to be ‘clustered’, does it have the correct Thunderbolt port? Any plans to do that in the future? I’ve always loved the Mini. In fact, I found a box in my attic that has, I think, -an original Mac Mini-. (That’s what the box says, I haven’t double-checked the contents to see if that’s the Mini that’s inside the box.)'
on Apple's August bombshells (videos) - 'Based on Mr. Pandey’s earlier recommendation, I’m leaning towards buying the M5 Pro Mac Mini after the commencement of 2027 and will offset the purchase price by trading in my M4 Pro Mac Mini. I can’t get a Mac Pro Studio because the fit factor doesn’t work with my Retro Mac Classic Wökyis dock that fits over the dims of a Mac Mini.'
on Premarket: Apple was red, turned green - 'Seems like the “M5 Pro mini” would be a good fit for you. If you need more than 2TB storage for your AV apps then M6 is out. Also look at the “M5 Max Studio”. I played around with the custom configs of these two models and M5 Pro mini came to $5799 while the M5 Max Studio would cost $6049. If I had to buy one of these, I’d choose the latter. Tip: Get at least 64GB memory to future-proof for AI-intensive work.'
on Premarket: Apple was red, turned green - 'Apple is outpacing the broad market this morning. The shares are up $1.48 or 0.48% at $311.41. Meta is down over 1% at $564.10 after agreeing to a $16.68 billion settlement to end the claims the company engineered addictive content for children and teens. NVIDIA reports after the bell. The shares are down pennies at $212.90. The major indexes are currently mixed.'
on Apple's August bombshells (videos) - '…”and to test the demand for hard-to-get silicon” The key question then is how big are the segments in the addressable market. So for the Mac Studio – an already niche product, potential buyers are: AI tinkerers (a relatively new segment), Pro users, and the “I want that shiny new thing” types. I think the Studio will have relatively healthy sales but I cant see it moving the needle much. As for the Mini I think it has a broader addressable market, primarily because it is still impressively capable and, duh, cheaper. This, I think, will have more significant sales than the Studio, but stupid macro issues will price those at the lower end of the economic spectrum out – so an overall smaller addressable market.'
on Mark Gurman: New Mac Mini any day now, AirPods with eyes not until next year - 'I’m sorry: “government leaders” and technology? The best way to get government leaders involved in technology is unfortunately through the military, but most importantly, to tell them to spend money and then get the hell out of the way. (This applies more broadly than just technology, actually.)'
on Premarket: Apple was green, turned red - 'Robert, if you’ve walked through a DSG store recently you wouldn’t be surprised. Staples is probably next.'
