Recent Comments

  • Joseph Bland on Premarket: Apple is red - 'What is truly telling today is not what is happening to Apple but what is happening to Microsoft, which, from its ATH less than 3 months ago to the low so far today, is down $116.77/share, or 21%. AAPL is down 6%…'
  • Joseph Bland on Why Apple tops Fortune's 'most admired companies list' again and again and again - 'Timothy, I can’t agree to the firing of Tim Cook, for a number of reasons, first and foremost of which is that we don’t know that this groveling was his idea. However, we do know that there has never been a President both so powerful and so open to being personally vindictive.'
  • Timothy Smith on Why Apple tops Fortune's 'most admired companies list' again and again and again - 'Can someone explain to me why it would have harmed Apple if Tim Cook had shown a little courage and refused to grovel? The most loved company in the world versus the most hated man in the world. Cook has permanently damaged Apple’s worldwide reputation. Fire Tim Cook!'
  • Joseph Bland on Premarket: Apple is red - 'I agree, Neal. Fear snd greed are the two great motivators of the stock market. Right now, they are both prominently on display, and in Apple’s present case, pretty much in balance. But the fear quotient is still in play, as witness yesterday’s big selloff. It’s going to tamp down Apple’s valuation for the foreseeable future, IMO. Fortunately, Apple is well positioned, thanks to its massive – and increasing – free cash flow, to take full advantage of this retraction in valuation with repurchases of its undervalued stock….'
  • Joseph Bland on Premarket: Apple is red - 'Thank you, Jim! I have literally been trying to get that across for years! Apple has to protect itself from any possible accusation of insider trading. That’s why, in the first month after it receives final sales info for the quarter, it often shifts its purchases to ASR’s (Advanced Share Repurchases). These are created in advance of the quarter’s end, isolating Apple from all possible accusation.'
  • Joseph Bland on French court rules for Apple - 'The larger point: Everything is connected, and if we lose sight of that, we’re dooming not just ourselves, but the whole planet – and every living thing on it – to a world of suffering. Sadly, not everyone gives a shit.'
  • Robert Stack on Why Evercore added Apple to its tactical Outperform list - 'Perhaps she’s paying attention to Tommo?'
  • Joseph Bland on French court rules for Apple - 'BTW, this is yet another reason to send AI generation into space. Apple, if you’re listening, it’s not too late: Wise up!!!'
  • Joseph Bland on French court rules for Apple - 'Again, Apple is not – yet – directly complicit in ewhat can only be characterized as water thrft. But they are getting into AI,, and they’d better wise up about this, and fast!'
  • Joseph Bland on French court rules for Apple - 'And what is AI thirsty for because of its insatiable thirst for power? Fresh water. How is it that these two interconnected facts are so little known? Mayhap because too much money is on the line?'
  • Joseph Bland on French court rules for Apple - 'This won’t be big news for long, but it should be. When it cones to its products, Apple has the moral high ground. That is its saving grace in this Trumpian world. Speaking of which: Fresh water, it turns out, is as big an existential threat to the world as global warming, if not bigger. See this Apple News article: https://apple.news/A2nPbLje3QIWeMR1oCI_xJg'
  • Neal Guttenberg on Premarket: Apple is red - 'Greg, I think Apple’s share price is being pushed around by the negative momentum that has built up over the last few trading sessions. I also wonder if some doubts have crept into the market about what kind of guidance Apple will give. We know that Apple had a good/great quarter but the market always tries to look ahead. Maybe some doubts about gross margins going forward because of the rise in the prices of memory chips. GM guidance will be a number to pay special interest to in this report.'
  • Gregg Thurman on Premarket: Apple is red - 'Almost 2 hours into today’s session AAPL is holding a slim 50 cent move into the green.'
  • Jim Fonda on Premarket: Apple is red - 'I’ve come to focus on when Apple is and is not buying aapl stock, rather than the headlines. Right now, Apple is not buying, and aapl is very weak. aapl is a big part of the various indices, that it pulls them down, too. Anyway, that’s my current way to look at the market.'
  • Neal Guttenberg on French court rules for Apple - 'The European approach to privacy which, from memory, seems better than what we have in the US, is a bit of a jumbled mess based on the earlier fine. To me, if I am remembering all the facts correctly, if you legislate for the privacy of users, you shouldn’t be fining the company that provides it via a consumer choice.'
  • Robert Paul Leitao on Premarket: Apple is red - 'It’s Wednesday morning but that doesn’t mean Tuesday’s market nightmare is over. Apple, which dropped $8.82 or 3.45% on Tuesday to close at $246.70 is up a mere $0.65 pre-market at $247.35 pre-market. The S&P 500, which closed down 143.15 or 2.06% yesterday, might open in the red in just over a half-hour. I’ll be a buyer very soon. I’m not quite sure it will be today.'
  • Greg Lippert on Premarket: Apple is red - 'Why would a DICKtator be concerned?'
  • Gregg Thurman on Why Evercore added Apple to its tactical Outperform list - 'Well now here we are about 5 hours later and all three Indices are up slightly from my earlier report. AAPL? Down 69 cents. This may be the Indices bottom, but it isn’t AAPL’s. I don’t think I’ll criticize Laura Martin any more. She took a lot of abuse from Apple 3.0 a month ago for new target that was incredibly Bearish. But she was right. How did she know? Did she over talk in the men’s room?'
  • William Baggs on Citi lowered its Apple target $15 to $315 on memory chip prices - 'I fear it is too late now if that’s the case.'
  • Gregg Thurman on Why Evercore added Apple to its tactical Outperform list - 'In overnight trading (1:36 AM Eastern) all 3 major US Indexes are up, albeit slightly. Hopefully this is a bottom indicator (don’t say it too loudly).'
  • Steven Philips on Citi lowered its Apple target $15 to $315 on memory chip prices - 'No one wants to “step up” when they think it’s onto a hanging platform. 🙁'
  • Steven Philips on Morgan Stanley has turned defensive on tech, but it's still Overweight Apple - 'The best strategy is not to play. “How about a nice game of chess.” 🙂'
  • Steven Philips on Why Evercore added Apple to its tactical Outperform list - 'My first thought exactly! But it’s so low now that it can’t go down any further. Can it? Can it?'
  • Joseph Bland on Daniel Ives: Buy Apple et al. on Trump's dumb Greenland threats - 'It sounds great from your viewpoint, Robert. And I personally appreciate alternative POV’s. I just hope there’s a Free World left by the time this page in history is turned. Because if the price of all this is the loss of that, it wasn’t even close to being worth it.'
  • Bill Fouche on Citi lowered its Apple target $15 to $315 on memory chip prices - 'What is missing from this and many posts about analysts views, is any mention of the enormous macroeconomic risk that only now is beginning to be priced into securities. What’s at stake right now is literally the stability of the post-WW2 dollar-based economic system. The world is shedding US assets, in part to punish Trump and communicate to US leaders with the only real leverage Europe and others have. And in part due to fear. That could snowball quickly, as the world observes our mad king talking crazed nonsense that raises questions about his literal sanity, his grasp of reality, whether he is clinically unwell, in an administration filled with Fox News toadies who are so out of their depth they cannot see sunlight. And all of this as Democrats cower, while the Republican Congress uniformly falls into line. Where is John McCain when you need him. Will no one step up?'
  • Richard Gayle on Steve Jobs was a jerk to Chris Espinosa, Apple's longest-serving employee - 'From what I read, Espinosa actually turned down the stock from the Woz plan. don;t know why but things weer different in the 70s. But regular stock options over the years has made him a wealthy man.'
  • Robert Douglass on Daniel Ives: Buy Apple et al. on Trump's dumb Greenland threats - '“… Months ago, many of the Trump supporters were very defensive about any negative comment on this forum regarding Trump. But now, with much of the market down…and AAPL down below where it finished 2024, they’ve gone silent…” I, for one, have ‘gone silent’, but not for the supposed reasons you note. I have gone silent because much of the TDS chatter on this board is just a giant echo chamber… each cheering on the other’s slurs. And when I attempt to offer alternate views I get roundly shouted down. For example, did any of you bother to watch the full 90 minute press conference Trump gave today? (NewsMax televised it) It was eye-opening to those who did. His accomplishments are real. And his ‘hard-on’ for Greenland is real… (maybe you are all fine being incinerated by a hypersonic missile, but I, for one, would like a fighting chance to deter that event)… Greenland is key to that defense (as has been well documented for at least 25 years). Maybe you are all fine with millions of illegals in our country… I am not. Many of you kept telling us tariffs are bad; except there is no inflation, and our country is attempting to become fiscally responsible… and you say ‘wait just a little bit longer, inflation will show up’… yet the converse is the fact. And, finally, I picked up a couple hundred shares of AAPL today at 245… based on my presumption that the Greenland negotiation will go far better than many of you presume, and that the quarterly results will surprise to the upside. I may buy more in the next ‘couple days, as the biased media will continue to spew their agenda regarding anything Trump, and can possibly push AAPL down more. No, I will not comment further, I gave up on that months ago… soon after Jerry left (for the same reasons I note above). Some of you have great knowledge to contribute, but as soon as Trump is mentioned, all reason seems to disappear, and knee-jerk reactions occur. I greatly respect those of you who have assiduously avoided polluting this forum with political commentary. …And I continue to subscribe, even though PED sometimes incites the political narrative. 🙂'
  • John Konopka on Daniel Ives: Buy Apple et al. on Trump's dumb Greenland threats - 'I heard that Susan Collin’s wrote a sternly worded email and sent it to her drafts folder.'
  • William Baggs on Daniel Ives: Buy Apple et al. on Trump's dumb Greenland threats - 'Watch out for the ICE agents being repurposed to defend his permanent Presidency. We’ll soon forget about Epstein files – or else.'
  • William Baggs on Daniel Ives: Buy Apple et al. on Trump's dumb Greenland threats - 'Why does he want Emergency powers? To become the permanent President. His heroes like Putin and the other genocidal ones set the example. Forget midterm folks.'