Gregg Thurman on He was about to return his Apple Vision Pro, then... - 'WWDC 2026'
on Premarket: Apple was red, turned green - 'Into the final hour of today’s session and Apple is off $4.32 at $273.54. The shares went ex-div today with Thursday as the pay date for the $0.26 quarterly dividend. The major indexes are currently green on the day. Broadcom is up $13.08 at $346 and Microsoft is higher by $13.02 at $414.16. Cisco Systems, which reports this week, is in the green $2.21 at $87.03. Beyond the tech sector, Goldman Sachs is ahead $16.87 at $945.62.'
on He was about to return his Apple Vision Pro, then... - 'Confession time. Bless me Father, for i have sinned. I’ve changed my mind on Vision Pro. This is by far the best way to watch an nba game other than in person,.and better than most seats in person. Needs camera selection, replay control, and live streaming. But as soon as they get live streaming, I’m buying a faster AVP.'
on Premarket: Apple was red, turned green - 'Maybe AAPL is the anti-AI play. Goes up when the AI stocks are in red, goes down when AI stocks go up.'
on Mark Gurman: Here's Apple's busy release schedule - 'We have a few friends over each year for a superbowl party. And I confess the only time it gets quiet (to focus on the TV) is during the commercials.'
on Premarket: Apple was red, turned green - 'Then again, it looks like the premarket traders may have been right.'
on Scott Galloway: Unsubscribe from everything Apple and avoid buying its hardware - 'They do? News to me.'
on Scott Galloway: Unsubscribe from everything Apple and avoid buying its hardware - 'Everybody seems to think Scott Galloway is wonderful. Why?'
on Scott Galloway: Unsubscribe from everything Apple and avoid buying its hardware - 'Hey Gregg, you should be relaxing and taking time out!!! Welcome back!'
on Premarket: Apple was red, turned green - 'Last week, AAPL was a safe haven. Today, AAPL is a piggy bank being raided. Brownian movement?'
on Premarket: Apple was red, turned green - '“Is this a reflexion of European sentiment toward select US technology stocks?” Premarket trades are, IMHO, made primarily by shortterm traders trying to predict what will happen during regular trading time. Obviously there are many exceptions, but that’s what I see happening. It is hard for me to imagine any investor, including European investors, loosing money on purpose because they don’t like a company. I see it more of a reflexion of what premarket investors think about the immediate daily value of Apple, as opposed to how ‘regular’ investors thinks. If my theory is right, then it shouldn’t take long for the premarket traders to catch on and change their strategy.'
on He was about to return his Apple Vision Pro, then... - 'Bill, Upvoted. I posted this on the Gurman prediction page earlier today essentially asking the question if anyone thinks we will be seeing a new AVP this year since Gurman is not predicting it at this time. The Laker game could have been a test to see how this type of content would be received. Since it seems to have been received well, it may push Apple to upgrade the AVP sooner rather than later. Especially since it can enhance services revenues.'
on Premarket: Apple was red, turned green - 'in other news lovefrom has revealed their work on the interior of the first all electric Ferrari… it’s sexy stuff.'
on Mark Gurman: Here's Apple's busy release schedule - 'Does anyone think that we might see an upgraded AVP this year or is that too soon? I was sort of hoping that with the Lakers game on the AVP seeming to be a real hit, that we would be seeing an upgraded, lower priced AVP this year. An upgraded AVP could be a real boost to subscriptions services for Apple.'
on Premarket: Apple was red, turned green - 'AAPL is trading ex-dividend of $0.26 today, so red by that amount or less is actually green to holders from Friday’s close.'
on He was about to return his Apple Vision Pro, then... - 'Make it cheaper, make it smaller, extend the battery life, and this tech will change the world. And cheaper, smaller, with longer battery life, has been the story of hardware since the famous Intel guy shared his observation that component density in microchips increases at a predictable exponential rate over time. Go Apple!'
on Premarket: Apple was red, turned green - 'Index futures are now red and Apple shares the color – pre-market Apple is currently down $0.35 at $277.51. Last week was a strong one for Apple. Let’s see if the trend continues into this week’s trading.'
on He was about to return his Apple Vision Pro, then... - '”Seems like a big missed opportunity.” What good is releasing content if you don’t have the installed base to sell to? The demand is there, but what good does that do you if you can’t manufacture more than 500,000 units per year? Enter the dilemma of Sony’s inability to expand its manufacturing capacity. That said, I think recent Apple announcements (Laker’s Vision Pro debut, purchase of US distribution rights to FIA events, signing of two Chinese screen manufacturers [both on Vision Pro supplier list]), and repeated references to Summer 2026 as Apple’s target for major announcements. AI and SIRI are important technologies, but, again, I think the BIG announcements will center on Vision Pro and associated Services.'
on Premarket: Apple was red, turned green - 'You may be on to something. “Was red, turned green” is a pattern I’ve seen a lot of late.'
on Premarket: Apple was red, turned green - 'I’ve noticed something about AAPL’s premarket trading. It may be coincidental, or it may be real. At 4:00 AM NY time, when premarket begins in the US, it’s 9:00 AM in London and 10:AM in Frankfurt, the two largest exchanges in Europe. That’s important because recently, I’ve noticed in the last week or so, the first 3 hours of pre-market seem to be negative. Is this a reflexion of European sentiment toward select US technology stocks? I ask because at around 6:30 AM NY time AAPL begins to trend upward going green by 7:00 AM with high volatility until the general market opens at 9:30 AM. Is this US sentiment coming to the fore? Just asking. Not making any claims.'
on Mark Gurman: Here's Apple's busy release schedule - '”what Gemini is allowed to do with all the data it collects” I believe Google, via Gemini, will be allowed to collect data on where Apple users, as a group go, but cannot drill down to where the individual goes. You can extend that out to the groups political , car, dining, shopping, etc preferences are, but not to the preferences of the individual. This is essentially the same data that magazines provided pre internet.'
on Tim Cook, Bad Bunny and the Apple Music Super Bowl - 'This is the first halftime show in a long, long time. I want to rewatch it because there was so much going on, so many cameos, so many Easter eggs. Apple deserves some credit for stepping back and not trying to influence the production (IMHO, the best in decades). Imagine what it would have been like if MS or Amazon were the sponsors? I may not have understood the words, but I understood the point. And I also enjoyed seeing one of my favorite punk bands, Green Day, perform 2 of their great songs to start the festivities. As an old fart, I did love seeing the 3 lads, now in their 50s, rip the stage open.'
on Mark Gurman: Here's Apple's busy release schedule - '” Enjoy the Super Bowl everyone.” Was the Super Bowl today? Did Apple have a commercial? Was it any good? Oh, who won?'
on Tim Cook, Bad Bunny and the Apple Music Super Bowl - 'Didn’t watch the game but just saw the halftime show, and I thought it was a spectacular production, even though everything feels rushed, given the short amount of time the artist is given to perform while moving around the set. It’s not really about the music but more about the passion and energy. Name a Latin performer that lacks either… no se puede.'
on Mark Gurman: Here's Apple's busy release schedule - 'Damn! That 1313 Mockingbird Lane in Dallas was news to me and I live in Dallas. My supermarket is on Mockingbird Lane (albeit about 5 miles from the “Supervision and Correction” facility).'
on This week's Apple trading strategies (2/9-2/13/26) - 'Looking at the trading week ahead, Apple goes ex-div tomorrow with a payment date of Thursday, February 12th. I’ll be watching the results from Apollo Global Management on Monday and Cisco on Wednesday. I have a position in Apollo and just opened a position in Blue Owl. I believe both enterprises are oversold over concerns of exposure to out-of-favor software enterprises. I’m looking to add to both positions in the months ahead. After recently reaching its first all-time high since the dotcom bust, Cisco is now acknowledged as a beneficiary of the big AI-related capex spend. I entered my first position in Cisco way back in 2017 and have long considered it an attractive total return stock.'
on Don't blame Apple - 'I think he’s saying that electricians are so in demand for AI that they’re getting offered far more to do that than normal work, which is not only leaving a shortage of paid electricians but also driving up their costs to normal customers. That seems so obvious, not sure why I didn’t see that. Thanks.'


