Robert Paul Leitao on Premarket: Apple is red - 'Necessarily the decision to raise prices and the decision to make the public announcement now occurred while Tim Cook is CEO. These decisions demonstrate not only Apple’s pricing control in its primary product markets, they are indicative of the challenges Apple’s competitors face on how to handle rising component costs and the real risks of loss of profitability in sub-s tors of the product markets in which demand is nearly excessively driven by price. BUY APPLE NOW!!!'
on Premarket: Apple is red - 'Might be worth buying a call. Luckily I closed out a winner two days ago. Now worth a reload.'
on Premarket: Apple is red - 'So let’s see… the count on datacenter hyperbuild harm to regular people now includes spiking energy prices, declining water supplies, and skyrocketing electronics costs. Awesome. Fortunately, everyone agrees that its positive GDP effect trumps all the personal harm it’s delivering (/s).'
on Micron drives Apple's prices - 'And after the price bump, the NEO is still the best value available anywhere in a laptop.'
on Premarket: Apple is red - 'That answer didn’t take long. Down $14 and sub-$280. Wow. I don’t think the higher prices will have any material effect on units moved and will certainly mean much more revenue but similar margins. This is more psychological than anything.'
on Micron drives Apple's prices - 'Now we see Apple’s wisdom in pre-announcing price increases, knowing MU’s earnings call would set up the doubt.'
on Premarket: Apple is red - 'Let’s see how much Apple’s price increase announcement affects the stock price.'
on Micron drives Apple's prices - 'Seems the rest of the industry has caught up to how Apple approaches critical suppliers for what, the last -25 years-? 🙂'
on Micron drives Apple's prices - 'I’m not done listening to Microns earnings call yet but some large customers are giving MU cash with signing long term purchase agreements, which MU said they were going to use to add capacity. Last week in the WSJ interview Tim alluded to using Apple’s balance sheet to help with increasing memory supply. I say this is a good use of the money resulting from reduced buybacks.'
on BofA: Siri AI is an underappreciated positive architecture reset for Apple - 'but just why! could they just not use the common parlance!'
on BofA: Siri AI is an underappreciated positive architecture reset for Apple - 'That flowchart makes it look so easy… if only it were so.'
on Suppliers say the September launch of Apple's foldable iPhone is on - 'I am unlikely to want one. iPhone portability and ease of quick use is important to me. Also I love all 3 of my portable computing devices and my mind just knows which of my iPhone, iPad or MacBook is the right device for when. That said, a few ladies in my circles are very very keen for a folding iPhone. They do a higher % of their personal computing on their phones and want the extra screen real estate. They also play casual games. When I point out that it could cost double their base iPhone 17 they deflect with – it’s ok I will write it off as a business expense and the old “we need to hand a phone down to a child soon.”'
on BofA: Siri AI is an underappreciated positive architecture reset for Apple - 'Right you are Fred. This will be an easy metric to follow, as Apple’s lead will show up in device revenue/units, whereas everyone else’s metric will involve “AI” subscriptions.'
