Raj Pandey on Premarket: Apple was red, turned green - 'As I write this, Apple has overtaken Nvidia in market cap to become No. 1 again.'
on Premarket: Apple was red, turned green - 'Locked & loaded. AUD is down .4% … so can deal myself in from $335.75'
on Barron's: What Apple learned from J.D. Rockefeller - 'Apple & its leadership & employees as its source of energy (i.e. its “oil, hydro, wind, solar, nuclear, et al”) harnessed to ‘s success into how it’s distributed (e.g. its products & services), yeah – I can dig it, more ‘power’ to you, AAPL.'
on Barron's: What Apple learned from J.D. Rockefeller - 'That was an interesting article. To continue the discussion: Rockefeller combined refinery purchases with back-room deals with railroads to transport crude to his refineries (cheaper than the competition). He also invested heavily in pipelines. So he controlled both refineries and transportation. Not sure Apple should get into the ‘transportation’ side (ISPs). But it might be fun to consider Apple-branded satellite internet from a rocket company. 🙂'
on Premarket: Apple was red, turned green - '5:15am, about 75 minutes before open, AAPL premarket is hovering around -0.51 at $332.75. We’ll see if the options are driving AAPL higher towards (and past) $335 or drop below $330? Hope Darren is ready for this morning and has his trades ready.'
on Apple at 333.26: Another day, another record close - 'At 6:55am premarket trading has Apple unchanged and Nvidia down 2.66% – if this holds then Apple regains market cap crown. Seems this Kimi model is throwing a wrench into the ai trade.'
on Premarket: Apple is green - 'I remember the talk of ‘the law of large numbers’ when Apple approached $1T. Now you get unprofitable meme stocks entering the market with valuations of $2T, or trade at multiples of 300-400. So reliably stable and longterm Apple/AAPL with a road map that consistently heads in to right direction with a PE of 40 does not feel shocking at all. As long as EPS rises the share price will rise as that will surely buoy up sentiment.'
on Horace Dediu: Why Apple might be eyeing the eyewear market - 'The concern I have – as a progressive lens user – is that when playing music, I end up using a set a glasses set for a 3 foot range as the changes in progressive lens sometimes shift the pitch I see (where the lens change occurs)… If apple is able to get by that shift – or the need for separate readers – I’m in……'
on Premarket: Apple is green - 'Replying to Mr. Bland’s belief that a price of 40x earnings is “fair value.” I find that plausible. But earnings of how much, and measured when? To me what the market is now predicting is that Apple is on the cusp (or possibly in the very early stages) of a material and possibly permanent step-up in profitability, due to many things coming together all at once: 1) Increased high-end phone sales due to attractiveness of its new AI feature, 2) increased services revenue from competing LLM chatbots sold on the AppStore as well as AI-enhanced apps of other kinds, 3) increased Mac sales due to the superiority of Apple’s silicon for training and running advanced local AI models, 4) new unreleased hardware on the near horizon, including AI glasses, visually aware AirPods, and a folding phone. Longer term, there is Apple’s absolutely amazing VisionOS that will be deployed in irresistible ways at some point. Also, I think the market is increasingly coming around to the idea that, however remarkable and world-changing AI chatbots may be, the “rent my online chatbot by the month” approach can’t possibly support the astronomical expense of the necessary server hardware and data centers. Apple’s approach of selling high-end pricey devices that do the AI locally while offering the privacy and security that is missing almost everywhere else, is a good game plan, in fact the best one around. Given all of this, when the hot air rushes out of the AI-spending balloon, where do you want your money? I’d say, you want it in AAPL. Because once the panic recedes, the smart money will quickly realize that Apple’s profitability will not be materially impaired by that collapse. It might actually increase.'
on Apple at 333.26: Another day, another record close - 'At the current rate in five years he’ll OWN the limousine company.'
on Premarket: Apple is green - '” Google stock is sliding because of problems with Gemini. Will that affect Apple?” Maybe, but the architecture of Apple Intelligence is such that the user can change the underlying AI model without penalty (provided Apple supports that model).'
on Apple at 333.26: Another day, another record close - '@Joseph: We’ll send a limousine. The trend is your friend.'
on Apple at 333.26: Another day, another record close - 'Hah! Once every 5 years is more my speed….'
on Apple at 333.26: Another day, another record close - 'At the way things are moving with AAPL, maybe Joe should set up monthly dinners??'
on Premarket: Apple is green - 'Google stock is sliding because of problems with Gemini. Will that affect Apple?'
