Gregg Thurman on A Christmas Carol from Apple - 'really can’t get into it You’re not alone.'
on A Christmas Carol from Apple - 'I keep looking at this, the comments and the trailer, etc. and really can’t get into it. Something must be wrong with me… I’ll keep trying.'
on Tim Cook likes his Nikes - 'Michael: Any thoughts on Alphabet, the Gemini 3 model and the prospects of an AI services deal with Apple? In other words, are you interested in investing in Alphabet at this time?'
on Happy Holidays from Apple 3.0 - ' she was too focused on making today’s dessert to mention it for a couple hours Yeah, right.'
on A Christmas Carol from Apple - 'My guess: It’s to make a point: A dozen humans in a high tech world, who get whatever they want from billions of the most willing of slaves. Even an atomic bomb…. Hell of a social message, don’t you think? And not dissimilar to the message delivered about 20 centuries ago….'
on A Christmas Carol from Apple - 'So what’s the atom bomb for? Only a year to find out….. MERRY CHRISTMAS!!!!'
on Apple: Et tu Brazil? - 'I scream and Apple pie: I get it. Good one! It’s a scream of pure joy for Apple longs, of course….'
on Happy Holidays from Apple 3.0 - 'Wife said she noticed the print first thing, but she was too focused on making today’s dessert to mention it for a couple hours 🙂'
on Happy Holidays from Apple 3.0 - 'They were predicting ‘wintry mix’ for my part of NH, instead we got 5″ of nice fluffy snow. It’s the sticky kind, and it’s still lying on branches, etc (until the winds pick up later today.) We’re about 100 miles east of PED, near the seacoast. We went to the Winslow Homer watercolor exhibit in Boston last month. Wife said, “that painting would look good in our house.” So I ordered one of their custom reproductions framed, etc, and hung it up this morning. We’ll see how long it takes her to notice. 🙂'
on Happy Holidays from Apple 3.0 - 'Merry Christmas to all! It’s been a pretty good year ’round here. PED, I understand from one of my old teachers in New Hampshire that that layer of snow was, in fact, a gift received in New England on Christmas Eve Day – or perhaps Christmas Eve Eve. Lovely! Best to all. David'
on Apple closed at $273.81 for Christmas. Look who's underwater now - 'Good catch! Thanks. Corrected.'
on Apple closed at $273.81 for Christmas. Look who's underwater now - '@PED on the 21st you posted Mr. Moffett has a price target on the shares of $234. Not much of a difference, but it’s a step up from the bottom at the bottom of the list.'
on Tim Cook likes his Nikes - 'Greg: On your comment that nobody has more than two feet as it relates to athletic shoes, I’d like to respond. I have only two ears but I have three pairs of AirPods. I have one left wrist but I have three Apple watches. I can only be in one place at a time so I have an iMac for work and one for home. I’ve also purchased six other Macs in the past three years on behalf of my employer for others in the office. Three years ago I began a fairly rigorous exercise regimen. So far in 2025 I’ve averaged over 28,100 steps a day. I was estimating yesterday when in the past couple of weeks I took my 10 millionth step this year. Consequently I wear out athletic footwear quite quickly. I order on average 8 new pairs each year. To reduce wear on my newer athletic shoes I keep older pairs in service such as a pair for working on the pool, another for general yard work and at least other older pair for weekend errands. My purchases of athletic shoes will total well over $1,000 a year and I time purchases for when my preferred athletic shoes are on sale. I also received a gift this year – a pair of hiking boots from the same shoe company. They fit my high instep and provide therapeutic muscular and skeletal support. I buy the footwear from the same company because each pair fits extraordinarily well and there’s similar support in each pair. My point is: I’m one person with two feet and I invest heavily in athletic footwear each year. The only things I spend more on each year are my family’s Nespresso orders and my annual spend with Apple including our annual iPhone upgrades, Apple One subscriptions and product upgrades. This one person with two feet buys a lot of stuff (especially athletic footwear!) and I’m loyal to the brands I choose. The athletic shoes I buy aren’t from Nike. They could be in future years if new models met my personal needs.'
on Premarket: Apple was red, turned green - 'Charles: I’m not expecting a big move in either direction for Apple during the final trading days of this year.'
on Tim Cook likes his Nikes - 'Merry Christmas. Like you, I enjoy the Southern California weather Or an indication that Nike has, or is going to enter into an advertising agreement with AppleTV (spatial video sports)? I wouldn’t classify that as insider trading, as anybody that’s paying attention could see a powerful connection between Apple’s acquisition of sports streaming rights, AppleTV and Apple Vision Pro. By the time the above kicks in this purchase will be old news.'
on Tim Cook likes his Nikes - 'Merry Christmas. Like you, I enjoy the Southern California weather After spending most of my life in Southern California, I moved to the Inland Northwest (Coeur d’Alene, ID then Spokane, WA) in 1991. Haven’t regretted the move for a second. So far this winter it feels very much like Southern California. Rain but no snow, temps that only require a good merino wool sweater. I haven’t started wearing socks as yet and my coats, hats and scarves are collecting dust. Long term forecast is more of the same.'
on Tim Cook likes his Nikes - 'In my view Broadcom is more apt to double in price than NVIDIA. I have oft stated that I think NVDA is dead money. With all the scrutiny WS is now giving to data center capital expenditures, I think the AI “leaders” have been forced to reconsider their cap ex strategy, which is going to result in a dramatic reduction in expenditures. Couple that with new found GPU competition (pricing pressure), customer off book expensing, vendor/debt financing, and Nvidia is going to see slowing revenue growth, if any at all. Could we see revenue decline at Nvidia? Absolutely, but not for a year or two. The first quarter that happens you’re going to see investors racing to the exits.'
on Tim Cook likes his Nikes - '@Robert: I haven’t tried any of Lamb Weston’s products. But they do have quite a variety of potato items beyond just french fries. Still staying with NVIDIA. This back and forth with them being able to sell chips to China could wind up being quite an added benefit to revenues and earnings if it finally gets approved. Icing on the cake as they say. That will be a good horse race between NVIDIA and Broadcom. Much like “Seabiscuit and War Admiral.” I had followed Broadcom back before they split 10 for 1. Probably should have taken a small position at that time. But I’m reluctant to sell any Apple. Just using their dividends to keep diversifying amongst companies that fall out of favor but are still quite profitable. The best of both worlds. I might pull the trigger on Clorox if it drops a bit further. A quality company with a dividend that’s pretty safe as a consumer staple. Merry Christmas. Like you, I enjoy the Southern California weather as I don’t even like seeing snowflakes on weather updates from the rest of the country. Stay dry.'
on Tim Cook likes his Nikes - 'Michael: I also have a position in Clorox. I like the dividend yield of over 5%. I don’t currently have a position in Lamb Weston. Have you tried their Friendly Cook and Serve 5/16” Thin Regular Cut Skin-On potatoes or the Colossal Crisp 5/16” Regular Cut potatoes? If so, let me know what you think. Are you holding your position in NVIDIA? Have you looked at Broadcom (AVGO)? If you take a look please let me know what you think. In my view Broadcom is more apt to double in price than NVIDIA.'
on Apple: Et tu Brazil? - 'It’s easier than that: just highlight the word and select “Look Up” in the resulting popup menu.'
on Apple closed at $273.81 for Christmas. Look who's underwater now - 'Apple hasn’t yet announced the ER date. It could happen first week of Feb, not end Jan. No?'
on Apple closed at $273.81 for Christmas. Look who's underwater now - 'Notwithstanding all the issues with analysts, I think there re way too few “under water” this time. We need that Santa Clause rally! (Even if I never believed in Santa! 🙁 ) (Maybe this is my punishment .)'
on Tim Cook likes his Nikes - 'Or perhaps it’s just Cook buying goodwill with Nike? $3m is not exactly breaking his bank account. Cook did as much with Trump with his inauguration … , why not with your partners. I say it’s strategic. It may not make him an amazing return, but he won’t loose on it. (Happy whatever’s, at this time of the season)'
on Premarket: Apple is red (U.S. markets close at 1 p.m.) - '@Ron: I so enjoy posting on one Apple Hater SA author in particular: “Stoned Fox Das Kapital.” He really hates my posts slightly changing his name to something I found to be so much more appropriate. We can continue to be the two Apple Salmon swimming up stream on SA. There are a few other posters such as: Bahamas?, and VN Combatcorpsman?, who are also in alignment with the proper viewpoint of Apple. Keep the good posts rolling. Thanks again for that link.'
on Apple closed at $273.81 for Christmas. Look who's underwater now - 'I re-entered the market today with 30 JAN 30 $285/$290 Vertical Calls at $1.41. I waited towards the end of the session (12:37 EST) before placing my order in anticipation of an end of session selloff. I should have waited longer but had an appointment and felt the selloff wasn’t going to happen. Anyway, these contracts mature POST Apple’s earnings report and guidance. If guidance doesn’t drive AAPL above $290 by JAN 30 I will roll my position out to April.'


