Darren DMW on Apple at $283.10: The parade of record closes continues - 'I am sure PED will have a post soon but in after hours news Apple has announced that John Giannandrea will retire in Spring next year. Perhaps more importantly the head of engineering for Google Gemini is joining Apple under Craig. The media is reporting that he is coming from Microsoft. But what no one has reported is that his big jump to Microsoft as CVP was only 5 months ago. Either the transition wasn’t working or him (no evidence of this) or Apple went in hard to get him and this plays nicely with the rumours of apple using Gemini. AAPL is up a bit in post so like myself they might see this as a positive move.'
on Apple at $283.10: The parade of record closes continues - 'Is the squeeze on? Short interest was (110.777) Million as of September 30, 2025. 1.744 Short interest was (109.135) Million as of October 15, 2025. 2.628 Short interest was (115.557) Million as of October 31, 2025. 2.198 Short interest was (114.913) Million as of November 15, 2025. 2.442'
on Premarket: Apple is red - 'Sorry, my data was not fully accurate, the ATIDH today was actually $283.41, not $283.32. The low of the day was $276.14. Over the past 4 trading sessions the lows finally surpassed the previous highest “low” of $272.09 set on November 13, 2025. I suspect the market is finally coming around and sees support levels rising, save for any lingering worries about gray or black swan events. With fewer shares due to buybacks, and institutional AAPL ownership on the low side, it’s very possible any continued AI stock weakness or spookage regarding spending or ROI may cause some profit taking and cash rebuilds on the sidelines, some of which will flow into AAPL hopefully.'
on Premarket: Apple is red - 'I’m so laden, I can buy ten Apple Pencils. Or 1,000 lbs of bologna. I’m rich!!! ;-D'
on Apple iPhones only for Israeli Army officers, no Androids - 'Bill, you need to stop reading conspiracy blogs. You do know that native Israelis speak Hebrew, not Yiddish, so any site posting a story with that fact is immediately suspect. It is indeed tragic that the IDF accidentally killed 3 escaping hostages in Gaza. To somehow go from that tragedy to “Oh, the IDF rules of engagement are…” is just wrong.'
on Counterpoint: Apple's iPhone to be the world's No. 1 smartphone through 2029 - 'Perplexity might be out of date. Last I heard iPhone IB exceeded 1.6 billion. Ask Joseph. He seems to stay on top of this.'
on Counterpoint: Apple's iPhone to be the world's No. 1 smartphone through 2029 - 'I’ll be first to say that I think Apple prints an astounding $2.82 next earnings report. Estimates are currently far too low.'
on Counterpoint: Apple's iPhone to be the world's No. 1 smartphone through 2029 - 'Outstanding. We can bet, used iPhone sales surge as well. Per a Perplexity search, the iPhone IB grew about 50% in the last five years to slightly over 1.5B.'
on Premarket: Apple is red - 'Apple is now up $2.11 at $280.96 at about 2pm in the east while the major indexes remain in the red.'
on Premarket: Apple is red - '“acquiesce to the demands of the host country” If this app creates a backdoor, not sure Apple will acquiesce.'
on Counterpoint: Apple's iPhone to be the world's No. 1 smartphone through 2029 - 'Well I think we have been commenting on this same story for a few days now in different posts. Here is the obligatory “Apple is doomed” phrase with this good news. Highest average price with the highest unit sales is a powerful combo. Even though I am sure Apple is not really concerned about the highest unit sales unless the sale is also profitable. So the reports about about Apple’s share of the mobile phone profits should have pretty results as well. If memory serves Apple has had about 66% of the profits in mobile, Samsung about 17% but that data may be stale. That leaves about 17% of the profit for all the rest of the manufacturers in Total. Even if you add Samsung and the others together Apple Iphone profits practically doubles the Android market. They most be doing something right.'
on Premarket: Apple is red - 'Yikes! I wonder how many Indian residents will buy their iPhones overseas now. Because if implicit in this is that nobody can use a foreign-purchased iPhone in India, that wouldn’t be good for Apple.'
on Premarket: Apple is red - 'I could see this administration wishing for something just like that, and trying to whip up a false sense of need in the public for just such a back door option — for “safety” and “security” reasons, of course.'
on How Apple's iPhone disproves the Phillips curve - 'Prime example: “Unsane” grossed over $14 M on a budget of $1.5 million…. Now THATS a productivity gain!'
on Premarket: Apple is red - 'I noticed this too and had the same questions. What does the app do? The scary thing to me is IF India can do this then every other country might do the same thing. Even the US? No need for back doors.'
