Steven Philips on Apple soars to $348.22: A new record close - '“…peaks for real.” Do you mean the point at which it goes no higher? I hope that never happens in my lifetime! 🙂'
on Apple soars to $348.22: A new record close - 'Exactly, for end of year tax planning, appreciated shares give you more bang for your DAF bucks, assuming they sell the next day without a dip. Also, gifting appreciated shares to grandkids and children (or anyone) at $19,000 per individual giver or $38,000 per married couple is a great way to give a legacy gift that keeps on giving. Makes a great foundation for their education or long term investments, and an opportunity to discuss AAPL and other companies to invest in and strategies. If you have shares in a taxable account, great way to avoid the capital gains or IRA distributions taxes. I am not an accountant but just a humble servant so check with your own CPA. My internal AI can be wrong so check important information.'
on Apple soars to $348.22: A new record close - 'My (PED’s) take: Anybody selling this week? No, but I am thinking of contributing some of my appreciated shares to my Donor Advised Fund. If not this week, then soon.'
on If you only have time for one iPhone Duo review - 'HTX video is next level production. Well worth the time.'
on Apple soars to $348.22: A new record close - 'So short term traders are getting “triggered” by the Duo lines, hence the moderate jump on slightly higher than average volume? Kind of after-the-fact, but seems to me a bit like betting after the race ended. Or are these long term investors suddenly realizing AAPL isn’t getting any cheaper? That makes more sense to me. Guess we’ll find out when it peaks for real….'
on Apple soars to $348.22: A new record close - 'With the Nasdaq down nearly 700 points today this flight to safety once again establishing Apple as the market’s ATM was self evident. With the October 28, 2026 upcoming event and earnings following a few days later, this is an interesting time for Apple. The Duo in stores starting tomorrow for consumers to examine ought to be another successful opportunity as well.'
on Apple soars to $348.22: A new record close - 'Last Friday, I exercised an in the money call I bought at $340.'
on Apple soars to $348.22: A new record close - 'Now that the Duo is coming out will Jerry Doyle come back? I hope so.'
on Premarket: Apple was red, turned green - 'Yes indeed. Volume looked low till the last 15 minutes. On my dashboard in the iPhone stocks app there was a sea of red and one green oasis. Tomorrow the Duo hits the stores so there will be a lot of attention to Apple. Lots of other news in the next two weeks should be good for Apple.'
on Premarket: Apple was red, turned green - 'And after weird opening AAPL climbed steadily to close at 348.22 just short of its peak at 348.30 set less than a minute before! Wow! 🙂'
on Flight to safety - 'Cross posting here as it’s apropos. Hazzah!! AAPL closes up $4.23, 1.23% to a new ATCH of $348.22, and sets a new ATIDH of $348.36. Volume was almost 41M shares with plenty of buying at close. I guess AAPL was the flight to safety and the market’s ATM depository today in a sea of red.'
on Premarket: Apple was red, turned green - 'Hazzah!! AAPL closes up $4.23, 1.23% to a new ATCH of $348.22, and sets a new ATIDH of $348.36. Volume was almost 41M shares with plenty of buying at close. I guess AAPL was the flight to safety and the market’s ATM depository today.'
on Flight to safety - 'Read the review. He’s updated parts of it as apps are being updated. No question, there’s a learning curve for foldable’s vs traditional iPhones. He whines a lot about what I consider relatively minor things and the device will only get better over time. All that said, I found this developer perspective linked below that outlines the real strategic opportunity Apple has with foldable iphones. https://youtu.be/wRBEaFrmNeI'
on Flight to safety - 'AAPL bumping up against an all time high with ~15 minutes to go. Looks like we’ll see a new closing high. Tomorrow the news will be flooded with reports of the Duo hitting the Apple stores. Every local news channel will send people out to look at the crowds and look at the shiny new object. All that news may drive up the stock a few dollars. Next week we get new laptops and an iPad mini. Then a week from Monday we get the earnings report. Then the elections. A busy two weeks ahead of us.'
on Flight to safety - 'Flight to safety indeed. Debt, as it always does, will be driving this bubble more and more, up then down. Nice article detailing the problem Ellison and Oracle have. And underpinning the huge leveraged positions so many AI companies have. Oracle boss Larry Ellison just suffered a historic wealth collapse Oracle has about $160 billion in debt right now, with about $37 billion in cash and a credit rating just above junk. It had a net income of $5 billion last quarter! Apple is rated AAA from Moody’s. Apple has $84 billion in debt with $146 billion in cash. I think that ratio is a big factor for Apple as a place of safety in today’s overleveraged world.'
on Counterpoint: As China's smartphone sales fell 10%, Apple's share grew to 19.5% - 'Got my burgundy iPhone18 last week. I love it, as I am getting used to all the new features since I last bought an iPhone. And I got burgundy to celebrate the brilliance of the color choice. Red is an important color in China and India. But burgundy is a symbol of status, of wealth, of panache. Brilliant marketing maneuver for those markets.'
on Premarket: Apple was red, turned green - 'At 11 PDT, Meta is down over 7%, SpaceX down almost 9%, Nvidia down over 4%, Tesla down, MS down, Amazon, Google and Oracle down. Only Apple is up. Interesting day,'
on Premarket: Apple was red, turned green - 'If premarket is to be believed, this is gonna be a rough day. Here’s where the new AI Mag-7 and select others are as of 5:30 AM PDT Thursday Morning: New AI Mag-7 AAPL -0.18% to hovering near even, best of the bunch MSFT - 0.84% AMZN -2.0% GOOGL - 1.8% NVDA - 2.2% META -3.0% -$20 TSLA -4.0% Select Others ORCL - 2.6% TSMC -3.2% INTC -4.7% ARKK -2.4% SPCX -3.3% AVGO (Broadcom) - 2.9% Samsung (KOSPI) -4.0% MU (Micron) -3.3% SK Hynix (KOSPI) -5.5% The weird thing is this: the Hyperscalers are stuck in a Catch-22, damned if they do, damned if they don’t. If they keep spending or spending more, there’s growing concern they’ll throw decent money after bad and never catch up to generate an ROI of any sort. IF they do the prudent thing, buck the current trend and begin to slow spending, that will be the spark for a selloff, confirming that spending will or must slow down, meaning the party’s over or at least starting to wind down. You can just bet on (Kalshi?) algorithmic selling and sector rotation out of tech already programmed or being implemented for major funds at the first sign of weakness. Unfortunately, for a lot of index funds, they don’t have as much ability to unload highly weighted tech stocks and may be forced to ride losers down. But where will all those sold off AI profits go? Defensively to the sidelines in cash or short term treasuries? To 10 year Treasuries (5.2% yield) and government bonds, oil stocks (at the risk of peace), gold, bitcoins, consumer staples (WMT -0.04% , PG -1.6%, CAT+2.1%), pharmaceuticals, etc.? Or will they swing back to AAPL, the market’s ATM and AI spending contrarian?'
on Premarket: Apple was red, turned green - 'But Pedo gonna hide any information supporting the economic demise until after the election. And, hang onto your hat, because if the elections don’t go the way he wants, he’s claim fraud and try to nullify the results he doesn’t like. If that happens, there could be serious social unrest, or worse, we just let it happen.'
on Premarket: Apple was red, turned green - 'BTW, I’m sure the fact we’re heading for the rocks irks this President, but a truly good representative would be thinking less about himself and more about the nation. And change course. Big time. Now.'
on Premarket: Apple was red, turned green - 'Momentum is building, Gregg. And Apple is a massive supertanker heading in the right direction – and getting more massive by the day…. The only thing holding Apple back now is an economy heading for the reefs. For which we can thank this President and his enablers.'
on Counterpoint: As China's smartphone sales fell 10%, Apple's share grew to 19.5% - 'BTW, thanks, Bart! Great read!'
on Counterpoint: As China's smartphone sales fell 10%, Apple's share grew to 19.5% - 'What’s interesting to me is that tapping into AI has necessitated a complete redesign of computers across the board. And look which company is leading the pack supplying those redesigned computers…. Anyone who bought and held AAPL leading up to now – congratulations!!! Oh, and forget market share: As we’ve been saying, like, for years now, it’s all about installed base.'
on Flight to safety - 'Not just safety. In the last six months, AAPL has gone up 26% to hit $344 this AM. And it’s just getting started. Too much demand for AAPL chasing too little supply. The Good Ship Apple stayed the course, and now it’s being sought after, big time. Great view from the deck chairs….'
on Premarket: Apple was red, turned green - 'I had tried for the white 512 GB a day after the preorders began when Jan 25 was the shipping date for most preorders.'
on Premarket: Apple was red, turned green - 'Just now, and for a split second, AAPL was UP a penny at $344.00.'
on Premarket: Apple was red, turned green - 'Raj, what configuration did you see a February delivery date? I just tried what I thought was all possible iterations of the Duo, and kept getting January 25 delivery.'
on Premarket: Apple was red, turned green - 'After being sold out till Feb 2027, Duo frenzy continues! Queues have formed outside Apple Stores worldwide ahead of the release tomorrow.'


