Raj Pandey on Premarket: Apple is green - '20 minutes before the open and in pre-market activity NVDA is down by $12. Surprisingly, more money (presuming it’s coming out of NVDA) is flowing into AI related companies MSFT, GOOG, AMZN, and META — all up by 2-3% — than into AAPL which is up by a mere 0.5%. The scene can fully change as soon as the opening bell rings.'
on Premarket: Apple is green - 'Cross posting here as today’s NVDA stock response will be the big topic of the day: Bart Yee said: Yes, the situation with alleged Chinese spy Huang and NVDA CEO Huang having an intimate relationship and possible Chinese spying is a terrible PR and security risk issue. I sent Phil a number of story links from CNBC and others. Nvidia stock falls 5% as scrutiny turns to Jensen Huang’s relationship with alleged Chinese spy apple news/ Ai7fnABp6SO-a9Yyrbv8qSw Read Huang’s email to his staff and statement from Nvidia’s board of directors apple news/ AnJV6adFFQv6I1s9NTPYtBw Nvidia investigates CEO Jensen Huang’s relationship with alleged Chinese spy apple news/ AjetMv0usQuadKjbSbUSbkQ Very unfortunate but then again a classic Chinese and Soviet spying tactic, get to men (mostly) through sex, shame, influence, money, blackmail, etc., all the classic male vices, and wring out information, influence, money, or in this case, AI chips, intellectual property, and banned or sanctioned supplies. Very sad developments for Huang and NVDA.'
on Premarket: Apple is green - 'Maximum-pain.com has been down for days. I’m in the market for a more dependable source.'
on This week's Apple trading strategies (11/9-11/13/26) - 'Overnight index futures are mixed. Apple is ahead in overnight trading $2.09 at $344.46 at 3:30am in the east. The story grabbing headlines as we move toward Monday’s opening bell is a sensational one from NVIDIA that involves a CEO’s marital infidelity with a suspect Chinese spy, a falling stock price and a formal investigation by the company’s board of directors. Overnight NVDA’s shares are trading down $8.76 or 4.69% at $177.88. The all-time high of $243.37 was set on October 6th. At Friday’s closing price of $186.64, the shares are down 23.31% from the all-time high and the market cap has dropped to $4.507 trillion, ranking the company below Apple’s market cap of $4.975 trillion at Friday’s closing price of $342.37.'
on Saturday Apple video: Why Apple Didn't Make Steve Jobs Rich - 'Kinda sorta works. But also not. I’m reticent to share actual numbers, so I’ll use substitutes: In 2002, I bought “10” shares of AAPL. In February 2005, AAPL split 2:1. My shares were up 5X, so I made what I thought was a responsible choice and sold half of my shares, retaining “10” shares of AAPL. I took the proceeds and put them into JNJ (Johnson and Johnson). Not a good CAGR since then. Those “10” shares of AAPL would be worth $95,000 today. My JNJ shares are not worth that. Not by a long shot.'
on Apple in Dem's crosshairs? - 'I think they can do more than one thing at a time. Congress’ job is to investigate that’s why they have subpoena power. To say that Congress has anyone in their “crosshairs” is a bit strong. Shedding sunshine on some behavior through public hearings is not a bad thing. Calling various corporate officers in to testify is not the same as naming an independent prosecutor who might bring charges. Assuming that there are hearings and public testimony then this gives everyone a chance to make public statements. I look forward to this.'
on Mark Gurman: Ternus wants a more agentic Siri - 'I think some are assuming that skepticism will lead to rejection (of AI’s full potential). I am hoping that skepticism will help Apple achieve AI’s full potential without damaging the consumer.'
on Mark Gurman: Ternus wants a more agentic Siri - 'I think John T will eventually replace Craig F if it is true that he was known around the company as an AI skeptic and the comment that software lags HW. John T might want to put in his own team.'
on Singapore has become Apple's biggest tax shelter - 'Oh? She got a lot of money from Apple! But yeah, as far as any positive changes for Europeans? She accomplished nothing.'
on Mark Gurman: Ternus wants a more agentic Siri - 'Take the time to get it right, protecting users. Apple users will benefit from well executed agentic AI. A little prodding to keep it from taking as long as it did to get to “AI Siri” seems reasonable.'
on Mark Gurman: Ternus wants a more agentic Siri - 'I’m having trouble squaring this with Ternus’s recent decision to rein in AI bot use and expenses for Apple engineers. How big a corporate priority and financial reality can developing an agentic bot for Siri and the world’s Apple users be, if providing high levels of AI bot access and use just to its own engineers is too expensive? If Apple’s going to pursue true AI, then it should do what Apple does, recognize that LLMs are never going to be the way to get there and will continue to be the centers of financial black holes, and focus elsewhere. Leave the room that everyone else insists on playing in, while they’re all painting themselves into corners.'
on Mark Gurman: Ternus wants a more agentic Siri - 'My guess is Apple is working on agents. The question may well be how hard to work on it with limited resources/personnel. Apple has increased its research budgets but Ternus may want more of that to be focussed on agents, and on making them ready for full, rapid development, rather than mostly research. More focus on making agentic Siri ready for release than sticking in the lab.'
on Mark Gurman: Ternus wants a more agentic Siri - 'Good on you, Mr. Federighi! The absolute target as AI evolves is personal privacy protection. Apple’s system gives its users a choice. If Mr. Ternus isn’t 100% behind that, then putting him in charge was a mistake. More likely, though, this is just Mark Gurman making trouble.'
on Mark Gurman: Ternus wants a more agentic Siri - 'I thought they were doing this already. Stop pussyfooting, Craig!'
on Mark Gurman: Ternus wants a more agentic Siri - 'I use Grok Bot for agentic work that I wish Siri could handle. Yesterday I asked it to check iPhone Duo inventory at local Apple and T-Mobile stores every hour. It found exactly the model I wanted within a few hours. Siri cannot do that, but it should be able to!'
on Mark Gurman: Ternus wants a more agentic Siri - 'Agentic AI should be Apple’s sweet spot. There’s no reason for Apple to build another LLM product to compete with Anthropic, Open AI or Google. Siri should excel at agentic AI, however. “Hey Siri. I’m traveling to London from December 1st to the 5th. Give me some flight and hotel options. Now book flight option 1 and hotel option 2.”'
on Mark Gurman: Ternus wants a more agentic Siri - 'Have you met them? Apple will not stop. They don’t have the same goals as the others. They need an agent to get things done on device. And Apple is still the best device for AI – even the competitions.'
