Romeo Esparrago on British GQ considers the iPhone Duo - 'Not a southpaw here in the South, but a good Q : what have left-handers done in the past and what’s the opportunities in the future, whether for or for 3rd parties? Do accessibility alternatives exist today for the current iPhone models (since they’re not symmetrical either)?'
on Premarket: Apple is red - 'Mike Wilson, Morgan Stanley’s CIO and Chief Equities Strategist, offers an update on the firm’s view of today’s market. I’m not endorsing or recommending Morgan Stanley. I just like the firm’s view of the market at this time. In general, share price advances are being fueled by profit growth and not earnings multiple expansion. https://podcasts.apple.com/us/podcast/market-resilience-isnt-complacency/id1466686717?i=1000790995295'
on The Information: There's gold for Apple in the Duo - 'Agreed. I think that I will wait until the DuoS release next year as my 15 Pro is still running great and next year’s model should have some excellent future proofing improvements.'
on In India, demand for Apple's latest has been 'phenomonal' - 'As with Phil’s reply, there are some places where inventory and delivery times are backed out to 3-6 weeks. All depends on model and configuration. US 21-28 days Germany 22-29 days China 27-33 days UK 23-30 days India 15-20 days Singapore 21-30 days Cross border selling / scalping is still a thing in many regions, and for those who JUST HAVE TO HAVE IT NOW without the wait or hassle of going to an Apple Store and waiting, or being disappointed at model, color, or capacity choices, I guess there’s some who would pay another premium to someone who secured a popular model and will sell it at a markup. If the demand wasn’t there, scalpers and resellers wouldn’t exist, simple as that. In some regions, enough cash can get you something faster, assuming you’re not getting a fake, an imitation, or worse, a brick sent to your home. Caveat emptor. Be patient my friend.'
on In India, demand for Apple's latest has been 'phenomonal' - '“Why wouldn’t someone just order their 18 Pro from Apple” There are places in the world where an iPhone can’t be delivered to your door.'
on Premarket: Apple is red - 'Actually, John, ar 1:21 PM PDT, volume is shown as 34.38 M. That’s because actual volume lags reported volume by several minutes (over 10?) and a ton of trades happen at the end of the open market. Finally, volume will continue going up during after-hours trading. Pre-market trading shows up in the big spike at the beginning of the day.. All that said, today’s AAPL trading was indeed on the low side today. At a 38.92 P/E ratio, that’s expected.'
on The Information: There's gold for Apple in the Duo - 'Just one man’s opinion… I suspect that the foldables released by Apple two and three years from now will be very interesting. After having gen 1 out in the field for a even six months the engineers will learn a lot about durability and use cases to inform future designs.'
on In India, demand for Apple's latest has been 'phenomonal' - 'I don’t understand the whole “reseller” model. Why wouldn’t someone just order their 18 Pro from Apple, instead of paying a big premium to a reseller who’s had hordes of people line up to buy them at the store?'
on Premarket: Apple is red - '@Robert: For those of us fortunate enough to live in SoCal, we don’t have to wait as we have great weather year round. Appreciate your market updates as they are extremely insightful and timely. Thank you.'
on Apple: An hour with Mark Gurman and Nilay Patel (video) - 'Upvoted Rodney. Good point about questions. Asking the right questions leads to insight. Bad questions generally reflect poorly on the questioner, IMO.'
on Apple: An hour with Mark Gurman and Nilay Patel (video) - '“Can John Ternus find Apple’s next big thing?” I’m not sure why, but that question is like fingernails on a chalkboard. Look at what Tim Cook did with Apple, Inc while in charge, yet how many times over the years was that question asked about him? It’s a question that has no answer, but does provoke unsubstantiated opinions.'
on In India, demand for Apple's latest has been 'phenomonal' - 'So I did a check, and red is also a very important color in India, as in China. But, according to Google, the shade of burgundy has the cachet of representing wealth and luxury. It is pitched by the major bank of the wealthy (Axis), the main fashion magazines, and high-end businesses. Having an iPhone is always a status symbol. But the burgundy color has special meaning in both India and China. Whoever came up with this color is a genius. (I am getting a burgundy phone delivered sometime soon.)'
on This week's Apple trading strategies (9/21-9/25/26) - 'RP Leitao — Please allow me to invite you to ‘get hip’. Gruber is one you should definitely be following if you’re an Apple investor/enthusiast. He’s considered one of the most astute Apple-centric bloggers. Of all the podcasts I listen to, his is my most anticipated. Like Dediu and Cybart, Gruber has had his finger squarely on the pulse of Apple and actually carries a very enthusiastic attitude about the company. Always a good read/listen.'
on Apple: An hour with Mark Gurman and Nilay Patel (video) - 'Ternus doesn’t have to FIND anything. ANYTHING is already in the works and Ternus was instrumental in getting it there.'
on In India, demand for Apple's latest has been 'phenomonal' - 'I just can’t shake how all the news around Apple these days doesn’t feel like a Disney CEO transition where TC will need to swoop in to save the day.'
on Jim Cramer went to the Apple Store for the iPhone 18 Pro release (audio) - 'Don’t worry about the audio file length. The Apple part is all in the first 5 minutes.'
