Robert Paul Leitao on This week's Apple trading strategies (6/1-6/5/26) - 'Below are the one-year share price performances of the Terrific Ten equities ranked by percentage gains over this time and the percentage gains in the major stock indexes over the same period. Micron Technology – up 903.10% Alphabet (GOOG) – up 117.64% Taiwan Semiconductor (TSM) – up 113.34% Broadcom (AVGO) – up 84.64% Apple (AAPL) up 56.07% NVIDIA (NVDA) – up 51.69% Russell 2000 – up 40.71% NASDAQ Composite – up 40.66% S&P 500 – up 28.21% Tesla (TSLA) – up 21.58% DJIA – up 20.88% Amazon (AMZN) – up 17.25% Microsoft (MSFT) – down (1.84%) Meta Platforms (META) – down (1.94%) The top performer over the most recent one-year period is the newest member of the Terrific Ten, Micron Technology. Apple ranks fifth among the components with a 56.07% gain. The Russell 2000 is the best performing index in the list, narrowly besting the NASDAQ Composite. Meta has dropped to the bottom of the list with a negative share price return and sits just below Microsoft in performance over the period.'
on If Apple's AI needs its partners in the cloud, how private is it? - 'Local models have been making significant improvements in the past 6 months. The open source Google Gemma models targeting smart devices are impressive for their size. I have been building/playing around with app generation and hypothetical design documents with larger local models on my M4 Max, and the results are very good. Not perfect but quite usable.'
on Mark Gurman: Look for Apple-branded smart glasses by December - 'Thank you David. Saved me the trouble.'
on Saturday Apple video: Ted Koppel interviews Steve Jobs (1981) - 'Funny. Cybercrime was apparently not on the horizon yet. I little research shows that this interview precedes the release of Terminator and “Skynet” (1984). But there is no doubt in my mind that there would be science fiction that precedes this interview that highlights the possibility of robots going awry (Alien 1979). Good interview, though. Fun to watch from far, far into the future.'
on Mark Gurman: Look for Apple-branded smart glasses by December - 'My take: Now if we don’t see them this year, Gurman can say the company missed its deadline. PED has Cracked the Gurman Code. And if they never show up, Gurman will write a series of articles about how Apple has become dysfunctional, can’t innovate, can’t bring products to market, is losing tech talent, etc. Gurman wins more (gets more clicks) when his predictions don’t come true. No doubt, whatever Apple does/does not announce with respect to AI at WWDC, Apple will be reported as “failing,” with concerns about privacy, scaling, will AI fit on phones, will Google control Apple’s destiny, will developers use anything Apple announces, yadda, yadda, yadda.'
on If Apple's AI needs its partners in the cloud, how private is it? - 'Won’t Apple reveal this at WWDC? Won’t they show how they keep private data private while leveraging public AI? No one else can offer this seamlessly across SmartPhone plus tablet plus computer.'
on This week's Apple trading strategies (6/1-6/5/26) - 'Your not wrong but it may or not come true on any predictable timeframe. Sooner or later, the economy has gotta tank as the bottom 70% (not sure of #) cannot keep up with the cost of living. The have-nots in our have/have-not economy.'
on This week's Apple trading strategies (6/1-6/5/26) - 'I’m starting to think about selling a lot of the stocks in my retirement accounts and to wait out the worldwide shocks from Trump’s misguided war. I’m up a lot and sitting on the sidelines watching might not be a bad strategy. Certainly hate to do this right before WWDC but I’ve been through a few crashes and this one would personally be expensive.'
on Premarket: Apple is red - 'Thanks both. Cape Index is another weird one for me. This disaster prognosis and more importantly the comment below explains quite a a lot! https://www.linkedin.com/posts/norbertkeimling_cape-valuation-assetallocation-activity-7463493961551130625-VA-0'
on If Apple's AI needs its partners in the cloud, how private is it? - 'I am guessing that there will be 3 levels or options. First will be 100% privacy, and that will be determined by and limited by the info and hard drive space on your Apple device. The 2nd option will connect with the internet, but will be limited by what personal information you are willing to share that is required to answer your query. The 3rd level will be what you get now when you use google search and ok all cookies.'
on Premarket: Apple is red - 'Hi, John. We’ve got a possible opening between later in June and mid-July. How does that look for you folks?'
on Back in the U.S.A. - 'Steven Philips said: “Ron: If I’m committed prior to that I probably won’t be able to attend! ” **Steven, I hope we can maximize the turnout by considering each person’s prior commitments. This is the message I sent to Joseph…included, of course with dates of the prior commitments my wife and I have already made: “Since I hope that we could have an Apple 3.0 get together this year, I wanted to specify the dates my wife and I would be unable to attend because of prior commitments. Perhaps we could combine the prior commitment dates of everyone who wants to attend and choose possible dates after everyone’s prior commitment dates are eliminated. Then, we could decide among the interested participants which date would work.”'
on If Apple's AI needs its partners in the cloud, how private is it? - 'Or has Mr. Whitwam misunderstood?'
on If Apple's AI needs its partners in the cloud, how private is it? - 'I would think, in any event, users’ privacy would still be protected via Apple’s PCC servers, acting as a filter to anonymize queries between the user and Gemini and back again to the user. Or have I misunderstood?'
on Back in the U.S.A. - 'Joseph: Depending on the date selected, I’d be interested too. I’m in Oakland.'
on Back in the U.S.A. - 'The lesson I learned in my visit to Yugoslavia in the early 1980’s is how long the memories of these people were. And how fresh the wounds of war remained after 100’s of years. A powder keg while moving to a modern lifestyle. A documentary I worked on called “Angel Wagenstein Art is a Weapon” deals with Bulgarian writer/screenwriter Angel Wagenstein’s career after surviving WWII, ending up working behind the Iron curtain up until the 2000’s. It is being distributed on Kanopy. Plenty of reasons to visit the Balkan’s with its complex history, physical beauty, cuisine and different ways of life despite the political tensions which abound.'
