Rodney Avilla on Premarket: Apple is green - 'Keep your friends close and your enemies closer, is not just a common saying that people like to quote, but a reality. Whether it’s a married couple or two country leaders fighting, when they stop communicating is when the potential of real conflict starts. Of course communication is no guarantee that peace will occur, but there is no chance of peace without it.'
on Apple's new AirTags are louder, with better range - 'I have been switching to Elevation Labs AirTag 5-Year Battery elevationlabdotcom'
on Apple's new AirTags are louder, with better range - 'UA used our AirTags (using the Share AirTag functionality) to keep track of our luggage left behind in Graz, Austria last month. We saw it travel from there to Munich to Frankfurt to Chicago & Albany? then to Austin. One arrived before us same day, the other a day later. And boy, we skipped Baggage Claim & breezed thru Customs because we’re Global Entry with no checked-in luggage with us. Happy ending!'
on Apple's new AirTags are louder, with better range - 'It’d be nice if we could recharge these on an Apple Watch charger, for example, albeit I can understand the friction introduced by recharging. Perhaps Apple could recommend some rechargeable 2032’s or encourage a company like Panasonic to make a rechargeable with optimized specs (if even feasible with size constraints) so I don’t feel bad about “recycling” a batch of CR2032’s every year.'
on Premarket: Apple is green - 'Goodness gracious, great balls of fire! Apple has jumped $6.49 to $254.53 in early afternoon trading! About 60% of S&P 500 components are higher on the day with Arista Networks at the top of the leaderboard. The shares are up 5.92% at $144.41. Over on the DJIA, our friends at Cisco are burning up the index! The shares are up 3.24% at $77.01. Apple sits just behind Cisco on the index’s performance chart. Microsoft is up 1.64% at $473.61 and IBM is in the green 1.24% at $296.07.'
on What did Apple CEO Tim Cook do after Alex Pretti was killed? - 'According to the Washington Post, there are photos of Tim Cook at the Melania screening. The Daily Beast claims to have one. https://www.thedailybeast.com/billionaire-tim-cook-busted-partying-with-melania-and-accused-sex-pest/'
on Premarket: Apple is green - 'I now feel the optics of appearing at this event are terrible, whereas before I was dismissive. We live in a twilight world…'
on J.P. Morgan hikes its Apple target $10 to $315 - 'To that I ask: “Based on what information exactly?!” Apple has not said a thing about upcoming products and won’t do so till September ‘26'
on HSBC: Apple on Thursday expected to report largest revenue pop since 2022 - 'There’s an announcement from Microsoft about their AI chip. Microsoft is announcing a successor to its first in-house AI chip today, the Maia 200. Built on TSMC’s 3nm process, Microsoft says its Maia 200 AI accelerator “delivers 3 times the FP4 performance of the third generation Amazon Trainium, and FP8 performance above Google’s seventh generation TPU.” https://www.theverge.com/news/867670/microsoft-maia-200-ai-chip-announcement Of course, this makes me wonder about what Apple silicon designers aren’t talking about 🙂'
on Premarket: Apple is green - 'In light of all the discussion yesterday about the Melania screening at the WH, and whether Tim Apple actually attended (vs merely receiving an invitation), here’s an excerpt from today’s WaPo: “Several attendees on Sunday shared pictures and videos of the black-tie event on social media, including photos with Apple CEO Tim Cook, retired boxer Mike Tyson and other guests.” Looks like TC was there. I’m not trying to incite anyone – just providing a simple fact so that you can judge for yourself the (in)appropriateness of his attendance.'
on HSBC: Apple on Thursday expected to report largest revenue pop since 2022 - 'With Apple’s quarterly earnings report coming up this week, it seems like someone finally remembered the reason for Apple’s share price hike in the previous months. I think there is more momentum investing, especially when you can have AI do a lot of the work for you. Probably at least part of the reason for the share price pull back the past couple of weeks.'
on Apple in India: Steady gains - 'In a talk entitled, “The Multi-Disciplinary Approach to Thinking,” Peter Kaufman (editor of books on Charlie Munger) talks about the power of compounding. (Did Einstein, as some claim, really say that it was “the 8th wonder of the world”?) In any case, Kaufman extends the idea beyond investing to life in general: “I say compound interest is dogged, incremental, constant progress, over a very long time frame.”'
on Premarket: Apple is green - 'Donna and I will likewise be maintaining a heavy cash balance until the Era of Donald Trump is finally consigned to the trash heap of history and life returns to normal.'
on Apple: Morgan Stanley sticks with its Overweight rating and $315 price target - 'If he’s that excited about 2016, imagine what 2026 will be like! 🙂'
on What did Apple CEO Tim Cook do after Alex Pretti was killed? - 'Oh, the intrepid journalistic star The Daily Beast. Then it must be true'
on HSBC: Apple on Thursday expected to report largest revenue pop since 2022 - 'Oh. I did some reading on Apple’s unified memory. Unified memory is an Apple technology available only on M Series SoCs destined for use on Macs. The technology has multiple benefits: It reduces overall power consumption Increases Data bandwidth to an industry leading 120 GB/s Reduces latency Reduces separate RAM and vRam memory requirements Resulting in industry leading performance. My guess is that like equipped M Series SoCs for iPad (if they aren’t already shipping) are just around the corner. Predicting its use in iPhone is iffy, as the benefits of it only show up in higher performance demand (creative and scientific) apps. It has no impact on NAND memory capacity.'
on What did Apple CEO Tim Cook do after Alex Pretti was killed? - '“Today we honor Dr. Martin Luther King Jr.’s legacy of service, his commitment to justice, and his belief that every one of us has the power to make a difference, because as he reminded us, “everybody can be great, because everybody can serve.” Tim Cook I think we can all agree, MLK would have been at Melania’s movie party.'
