Recent Comments

  • Steven Philips on Let's kiss Meta goodbye - 'That’s a brave admission.'
  • Steven Philips on Let's kiss Meta goodbye - 'Where does he come from? If not America he should be deported! (In school I get low marks in deportment – obviously!)'
  • Steven Philips on Apple at $293.26: Second record close in as many days - '“Return with us now to those thrilling days of yesteryear” – when it felt like every day brought a new closing high.'
  • Stephen Gordon on Let's kiss Meta goodbye - 'Meta will reverse the slide with agents that want to be your friend, powered by data centers running on methane in the middle of God’s country.'
  • Steven Philips on Apple's premarket pop - 'Based on this thinking I would assume it also argues for continued upward movement rather than quick profit taking. I hope that’s true.'
  • Steven Philips on Wedbush raises its Apple target $50 to Street-high $400 - 'Very nicely written. That’s exactly what happens.'
  • Steven Philips on Wedbush raises its Apple target $50 to Street-high $400 - 'RPL: Strike that next to the last line. The government is watching you! 🙂'
  • Gregg Thurman on Wedbush raises its Apple target $50 to Street-high $400 - 'I just thought of another way to explain why today’s prints are correct. Buyer’s are willing to pay ~$293 TODAY, because they think APPL will be worth more tomorrow. If market consensus on APPL’s JANUARY valuation is $350, and they want to profit 20% on what they pay, then TODAY they should pay ~$290. However, January’s valuation is fully dependent on Apple achieving certain milestones between now and then. Believing that AAPL should be worth $350 today, without achieving those milestones, is ludicrous and fails to demonstrate the point/mechanics of INVESTING. Like I’ve said many times, there is no such thing as a good or bad multiple, it is what it is by virtue of the interaction between ready, willing and able buyers and sellers. Today, ready, willing and able buyers (seeking a 20% ROI by January) are paying ~$290. IOW, today’s buyers are valuing AAPL at $350, multiples by damned.'
  • Greg Lippert on Let's kiss Meta goodbye - 'He was one of the aholes on my list. Bet you can guess the rest.'
  • Gregg Thurman on Wedbush raises its Apple target $50 to Street-high $400 - '”So yes, Apple, even at a 35.5 trailing valuation, remains SIGNIFICANTLY undervalued.” No, it isn’t. Like anything else that is for sale, AAPL is only worth what a ready, willing and able buyer and seller agree. Today, that ready, willing and able buyer and seller agree on a daily price range of $290.000 – $294.76. Within that price range Buyers aren’t willing to pay anymore than $294.76, and Sellers aren’t willing to Sell below $290.00. Two weeks ago AAPL valuation range was lower. Monday AAPL may be higher, but only within the definition of value above. I, as an individual, may “feel” APPL is worth more, but until someone on the other side (the Seller) disagrees with me: IT ISN’T. What you feel AAPL’s FUTURE is, comes under the same heading as “ready, willing and able”. Until those two essential players are in agreement nothing happens. Until then everything is unsubstantiated theory.'
  • Joseph Bland on Look at the cool things Nvidia is doing with the Apple Vision Pro (video) - 'BTW, I’m posting on the single most impactful Apple 3.0 article I’ve read in months. The Apple/Nvidia spatial computing partnership’s possibilities are completely mind-blowing.'
  • Joseph Bland on Premarket: Apple is green - 'Upvoted, David. Missed the Asymco Office Hours, but saw the story. Thanks for asking the question!'
  • Joseph Bland on Let's kiss Meta goodbye - 'Yeah. Donna actually put a small downpayment on a Cybertruck in advance of actual deliveries. Money down the rathole, thanks to the rodent-in-charge….'
  • Joseph Bland on Apple's premarket pop - 'Yep, John, and David nailed the reason below. It’s all about supply and demand. We keep counseling folks to not wait for the direction of momentum to change, but folks still keep missing the supertanker, or freight train, etcetera….'
  • David Emery on Let's kiss Meta goodbye - 'My comment to a friend who was in charge of Army military vehicles: “If the Wankpanzer was made by the Russians….” 🙂'
  • Joseph Bland on Apple's premarket pop - 'Hi, Bart. My only caveat is that IMO the Apple Beachball is still surfacing – and may even actually launch….'
  • Bill Fouche on Let's kiss Meta goodbye - 'And further to the preceding, The Verge has posted this today: “Tesla is recalling its cheaper Cybertruck because the wheels might fall off.” https://www.theverge.com/transportation/926741/tesla-cybertruck-cheaper-recall'
  • Joseph Bland on Wedbush raises its Apple target $50 to Street-high $400 - 'Agreed, David, and upvoted. As I said on the earlier thread today, this is now a momentum-driven market (i.e. largely options driven), which can move in either direction and make someone a nice profit. AAPL, unlike, say, TSLA, is not nearly as vulnerable to the options’ double-edged sword (thanks to 12 years of buybacks!). But in the short term, it can still be impacted. And in times like these…. The smart AAPL investor is well aware of that, and makes their buying/selling decisions accordingly.'
  • Joseph Bland on Wedbush raises its Apple target $50 to Street-high $400 - 'The price rise today only matched the valuation pre-earnings – which hadn’t yet risen to the level of the valuation at its ATH. It’s essentially valued on LESS than its potential future from more than 4 months ago. So yes, Apple, even at a 35.5 trailing valuation, remains SIGNIFICANTLY undervalued.'
  • Bill Fouche on Let's kiss Meta goodbye - 'One bigger asshole is Elon “White People and Nazis Are Better” Musk. While his company is still on the High Wire at 400x earnings – “Look Ma, no hands!” – he is in some trouble across the pond. The French have launched a criminal investigation into X and Grok’s alleged dissemination of sexual images of minors, Holocaust-denial claims, and sexually explicit deepfakes. The current U.S. administration has released a statement calling the investigation political and saying DOJ won’t assist the French in this.'
  • Robert Paul Leitao on Premarket: Apple is green - 'Gregg: Thank you. I just retired (sort of). I’ll still be stopping in at my former place of employment fairly frequently (like later today) for a little while to assist as a consultant with a management transition but my change in position provides more time for posting on Apple 3.0. I’m quite bullish on Apple at this time provided the company can finally deliver at WWDC 2026 most of what was promised at WWDC 2024 with a roadmap for greater AI integration throughout the company’s operating systems and services platforms in the company months.'
  • Robert Paul Leitao on Wedbush raises its Apple target $50 to Street-high $400 - 'Simply put: Apple needs to deliver in June with both attractive AI-enhanced services (long promised, until now undelivered) and a services roadmap providing a timeline for greater AI integration throughout the company’s operating systems and the share price will be in the $350 range shortly. Executed well this will spark a three-year iPhone super cycle, increase demand for Macs all over the world while propelling services revenue significantly higher. As importantly, it will widen and deepen the company’s economic moat and increase the barriers to competition. However, the company must deliver in June. No excuses permitted.'
  • David Emery on Wedbush raises its Apple target $50 to Street-high $400 - 'Any price change less than 5% is just _noise_, and published for clickbait. They may have lots of digits in their model values, but that doesn’t mean the resulting prediction has 2 digits of precision.'
  • Robert Paul Leitao on Wedbush raises its Apple target $50 to Street-high $400 - 'Fred: Thank you for this post! Thanks to you I have some productive research to do!'
  • David Emery on Let's kiss Meta goodbye - 'I can summarize that OpEd in one line: “Zuckerberg continues to spend money on stuff that people increasingly don’t want, but now he’s having to borrow to fund his hallucinations.” For others who read the article, did I get it right?'
  • David Emery on Apple's premarket pop - 'That’s because No One wants to Sell AAPL!'
  • Greg Lippert on Let's kiss Meta goodbye - 'Make it so, make it so…. couldn’t happen to a bigger asshole. Oh wait, I can think of a few others.'
  • Steven Philips on Let's kiss Meta goodbye - 'Does the whole article give any basis for this sentiment? Or does she just dislike Zuck like all the rest of us? I don’t see this happening – even in some far away postulated future.'
  • John Konopka on Apple's premarket pop - 'Curious that AAPL popped so much with rather mundane volumes.'
  • Gregg Thurman on Let's kiss Meta goodbye - 'I continually get Facebook posts shared with me by my daughter, and my ex-wife. I don’t have an account (Facebook has banned me. Don’t know why), so until I found an open secret getting past its sentinel I hadn’t been able to access them. I wish they send me stuff via another service.'