Joseph Bland on Premarket: Apple was red, turned green - 'Hi, Gregg.. Upvoted. “Some large account money is flowing into AAPL.” Trades going both ways, since you say “flowing into”, are you seeing bigger buys than sells? Thanks for any clarification! Joe'
on BlackRock's Larry Fink: 'We just don't have enough compute' - 'This was my immediate thought. And there IS the Apple angle!'
on Premarket: Apple was red, turned green - 'I discovered an unexpected benefit of trading Call Spreads today. I have the positions page on Thnk or Swim set up for data I find important. One of them is volume. While watching that this morning (AAPL, and the two legs of two spreads, a total of 5 data points) I noticed volume on individual trades were quite high. Example: for AAPL individual trade volume was centered around 300 – 400 shares. That works out to ~$90,000 – ~$120,000 per trade. And they occurred on upticks and downticks. These are not retail accounts. Some large account money is flowing into AAPL.'
on Premarket: Apple was red, turned green - 'Generally speaking, it’s a really good day for entering new positions and building on existing positions. I’m currently building new positions in a few sectors including private equity enterprises, select utilities and some “picks and shovel” enterprises benefitting from the huge AI capex deployments. The market is likely to move higher over the next few quarters on the strength of corporate earnings. Costco is up $21.16 or 2.12% this morning on an upgrade from Bernstein while Walmart is up 2.10% on an upgrade from the same firm. Class A mall operator Simon Property Group is higher by $4.62 or 2.30% on strong results. Apple is ahead $1.22 at $293.90 while setting a new all-time high of $294.90 in morning trading.'
on Premarket: Apple was red, turned green - 'Bart, you are keeping an eye on the numbers, as has Robert and a few others. What’s your feeling on the economic data? Do you think it can be trusted or are there short fingered vulgarians putting their thumbs on the scale? I see the inflation print jumped today, but I guess you can’t hide the energy shock easily, but I would have thought they would have been much worse.'
on Fast Company: Apple must fix iPhone call recording - 'Once again, this is framed as an “Apple only/Apple created” problem. What about a call between an iPhone and an Android? Companies usually tell you “your calls may be recorded”, and I suspect they do this as a legal requirement. Given the small number of mobile handset providers, a law to require recording notification there is feasible. But consider the landline or office PBX: Should the law extend to those, too? We know the beep to ‘record a message’ but should that be legally required for all phone recording? I dunno, but as is typical, the actual Real World ™ is MUCH MORE COMPLEX than this “Apple is spying on you” bovine effluent.'
on Premarket: Apple was red, turned green - 'At 7:45, an hour+ into trading, AAPL is bucking the general market red trend and up almost $2.00 or so. Only Meta and NFLX of the rest of the Mag-7 are green. Memory stocks like Sandisk, Micron, Samsung, SK Hynix are down significantly, partly due to a top South Korean official proposing a tax on AI profits to be redistributed among society as a semiconductor boom drives massive earnings for tech giants Samsung Electronics and SK Hynix.'
on Fast Company: Apple must fix iPhone call recording - 'The thought crossed my mind when I first saw the feature… guess I was waiting for someone with better forum to address it.'
on Fast Company: Apple must fix iPhone call recording - 'Then there is the Zoom standard: a pop up from the get go says this meeting is being recorded and you have to click an acknowledgment to join. It’s not just a notification; you must take action to permit the recording. That is a far higher standard than what is proposed here.'
on Fast Company: Apple must fix iPhone call recording - 'To me the tone seems proportionate to the invasiveness of the feature. It’s awful. Most people are unaware. And it’s grossly out of character for Apple.'
on Apple competes with Apple - 'Gruber made this same point at the end of his Neo review. As someone who uses my iPad Pro 100% of the time in the case, I am certainly thinking of going with a Neo when the battery eventually gives out.'
