Rodney Avilla on Nikkei Asia strikes again - '“ Until AAPL bothers to speak up, this will continue” I am sure you realize why they can’t speak up when misleading info is published. If Apple had a policy to correct such info, that would open the flood gates of false stories just trying to pry more and more info from Apple. And if they respond to some articles, the non responses would be interpreted as responses, and probably not in the way Apple would like.'
on Nikkei Asia strikes again - 'Apple short Supplier report For fable Under table? What to do? Apple won’t sue Money made Story fade'
on Premarket: Apple is red - 'Shares are now down pre-market $9.19 or 2.70 at $331.23 about 15 minutes before the opening bell. We’ve seen worse actions over rumors before. The broad market is positive this morning and the reports about component orders make little sense this early in the production ramp, in my view. Let’s see how this plays out in morning trading…'
on Nikkei Asia strikes again - 'I wouldn’t get overly lathered up by this decline. Trading action since September 9 (100 trading sessions) AAPL has traded at, or above, $340 five times (including intraday highs). Each time AAPL has declined an average of $10 in the 2 or 3 days afterwards, only to rebound shortly thereafter. Today’s pre-market action is a classic case of AAPL overrunning its trading channel begun September 10 (~$316/~$345). More narrowly, in the last ~dozen sessions AAPL has traded between ~$325 and ~$345. IOW, today’s decline is not out of the ordinary. We may be giving Nikkei too much credit for this decline.'
on Nikkei Asia strikes again - 'You know, if you add up all the iPhone production cuts that have ever been reported, you’d have iPhone customers producing iPhones and giving them to Apple. I think that math maths. At the very least, it’s no worse than everyone else’s track record around this issue. ¯\_(ツ)_/¯'
on Premarket: Apple is red - 'Suica on iPhone is so convenient, tapping on and off without unlocking your phone, buying snacks at 7/11…fantastic. So high tech… and yet cash is still so prevalent.'
on Nikkei Asia strikes again - 'Doesn’t matter whether Nikkei’s (or others’) news is true or credible, only whether they can move the stock price. The algorithms are well-trained to respond at this point. Zero point being upset with Nikkei, Bloomberg, etc., they’re in the business of making money on ‘news’ and AAPL’s information void has become a great place for them to play for clicks, subscriptions, etc. (And it wouldn’t surprise me if people at these orgs directly or indirectly front-run the their news.) Until AAPL bothers to speak up, this will continue. Hoping Ternus is more like Jobs and not as fearful of public speaking and conflict as Cook. Third time this year AAPL has reached my target to collar my remaining unprotected taxable position and in a small window between reaching out to SpiderRock to get quotes and when they run them, AAPL is taken down by third parties.'
on Nikkei Asia strikes again - 'We have definitely seen this movie! Always pays off if you add on these reports. '
on Nikkei Asia strikes again - 'It was many moons ago that I spotted suspiciously well timed hit pieces from a certain prominent UK paper and quizzed the author. It turned out he was relying on PR firms to supply the material. Just lazy journalism?'
on Nikkei Asia strikes again - '“You can fool all of the people some of the time, and some of the people all of the time. And those are pretty good odds!” Brett Maverick'
on Nikkei Asia strikes again - 'An unsubstantiated “report” attributing purely speculative reasons for a supposed production volume decline from previously requested levels for the 18 Pro series four days before Duo preorders begin.Hmmmmm.'
on Premarket: Apple is red - 'Trip report from Japan. I picked up my Glacier iPhone Pro 18 on the 18th Sept and just over 24 hours was on the way to Japan for the first time in 25 years. Such an amazing place and fun, kind people. Some apple related observations. – This was the first time I have used camera control in the field. For quick shooting it is immensely useful. For changing control and zoom I found it a bit finicky and never got the hang of it or forgot to use it. Maybe I need to practice here at home before my next holiday. – Battery was stellar compared to my prior 82% healthy 15 Pro. – iPhones are everywhere in Japan and Pros seem even more overweighted in public. – Visited these apple stores: — Grand Front Osaka. A beautiful new store in the shopping centre linking Ōsaka Station. The thing I found most interesting is that none of the display units are secured. No tethering strap on iPhones like every other Apple Store I have been to around the world. Why can’t the rest of the world be so honest and not have to worry about theft? — Shinjuku. Another new store at the centre of the entrance of a youthy multi-level shopping centre. Apple just chooses it’s locations so smartly. – Harajuku. Just a drive by, but another beautiful atrium style store on a great shopping street. – New Ginza store. For a flagship this was disappointing. Quite schmick but no memorable architecture and each of the 3 long levels looked the same. I am sure it is all about the location though. – Apple Wallet Transit Card. First time I have used this and sorry if this the normal for you but I was blown away how easy it was to add a Japanese transport card to my iPhone and top up with my apple pay amex as we went. The integration is so clean and can be used at most stores as well as every train system we encountered. iOS notifications are instant on tap to tell your new balance and how much the trip cost when tapping off. – I discovered that these digital IC cards are available with all iPhones but only certain Japanese market androids can partake. Travelling from overseas with an android and you will most likely have to use an old style card and find a machine to top up – tough luck. Was an intense and amazing 12 day deep dive into Japanese culture. My single best tip is to enter the ballot for the Yamazaki Distillery Tour & Tasting. Whisky lovers are in for a real treat and you will have the opportunity to buy 2 bottles of this famous whisky at a price I thought was a mistake (70% cheaper than Australia).'
on Apple throws a monkey wrench into the digital ad business - 'Scam calls are intrusive for sure. For me, they’re also entertaining, and they provide me chances to practice deception detection, response challenges, and to hopefully heighten my awareness in general of danger. I’m well aware of the recommendation to “just hang up”. Reminds me of the girlfriend who wouldn’t ski with me, because, “why would I want to break my leg!”'
on Apple 3.0 meetup in Palo Alto 6/11/26 (video) - 'That REALLY captured the spirit of the evening, Romeo! A huge thank you, from both Donna and myself! Sacto Joe (and Donna)'
on Apple 3.0 meetup in Palo Alto 6/11/26 (video) - 'It was such a fun night. Thanks again Romeo for charging up the evening. Lovely times — 😉'
on Premarket: Apple is green - 'Well, AAPL closed up $3.75 at $340.42, by my reckoning 2nd highest close and <$0.70 below the ATCH. Volume was still a light 30M shares. Did not achieve an all time Intraday high, that’s above $345, but soon, very soon, that should be breached once Duo preorders open and the demand chatter ramps up, IMO. The $5 trillion threshold is currently at $342.70 give or take 5 cents. That will be reset slightly after FYQ4 earnings and buybacks. Everyone should note Samsung Electronics overall profits were just teased at over $80B USD, a tech record built on the back of Samsung Semiconductor AI HBM Memory sales and massive increases in DRAM prices producing almost windfall profits. This huge profit is partly at the expense of Samsung MX Mobile division. Why? Because reports are, despite 2 full months of higher than expected demand for the profitable Z Fold 8 wide and price increases across the entire smartphone board, the MX Mobile division will report a $1B profit loss, double the first ever loss of $509B last quarter. Margins are being mangled by the Memory price crunch due to its corporate cousin Semiconductor Memory, and failing demand for mid and least expensive models which are also becoming unprofitable. Despite PR announcements saying Samsung has added 1M more Z Fold 8 production, and holding Z Fold 8 Ultra and Flips production steady at previous goals, Samsung saw fit to (desperately) cut Foldables prices by $150-$400 to spur or continue Foldables sales, IMO chasing sales numbers in lieu of margins and profits ahead of the Apple iPhone Duo’s preorders and eventual availability within the next 2 weeks.'
on Premarket: Apple is green - 'The mid-terms are not federal elections That’s wrong. Every Member of the House of Representatives and 1/3 of the Senators are elected during mid-term elections. See US Constitution, Article I particularly Section 4.'
on Apple throws a monkey wrench into the digital ad business - 'John, that drives me crazy, so: Settings > Apps > Phone > Screen Unknown Callers > Silence. “Calls from unsaved numbers will be silenced, sent to voicemail, and displayed on the Recents list.” Peace at last!'
on Daniel Ives: 'Apple will be the toll collector on the consumer AI highway' - 'Sort of related to the AI conversation and AAPL’s participation – or lack thereof, I saw an interview with AAPL permabear Laura Needham. The conversation was related to investing in AI and bubble warnings. Needham’s response to whether the AI revolution is facing a bubble (according to Ray Dalio): “Buy Apple if you don’t believe in the AI revolution. They are not participating. So for every $4 that goes into Nvidia and Meta and Google and that that which is positive AI revolution or disruption, let’s call it that. There’s $1 that goes into Apple. It’s one to four. So I think markets are made by people that disagree. America has the best equity markets in the world. If you don’t believe in the AI revolution, there is a big cap name for you, and it’s called Apple.”'
