Joseph Bland on Apple 3.0 meetup in Palo Alto 6/11/26 (video) - 'That REALLY captured the spirit of the evening, Romeo! A huge thank you, from both Donna and myself! Sacto Joe (and Donna)'
on Apple 3.0 meetup in Palo Alto 6/11/26 (video) - 'It was such a fun night. Thanks again Romeo for charging up the evening. Lovely times — 😉'
on Apple throws a monkey wrench into the digital ad business - 'With AI – even just as it is – I see no real reason that telecoms can’t detect spammers. IF they wanted to.'
on Premarket: Apple is green - 'I used the wrong term. The midterms are not for national office, so an assault wouldn’t be centralized as was the January 6 event. On a side note I received another Republican fundraiser text nessage today. Normally I just these aside, but the message was formatted to appear as though Obama authored it It was unbelievable the outright lies and distortions it contained. You also see how Republicans are going to claim was that their election ‘losses’ were driven by ‘illegals’ voting for ultra liberal Democrats and against Patriotic Republicans. I so hope Democrats don’t just regain control of the House and Senate, but that the Republicans are firmly trounced.'
on Premarket: Apple is green - 'Well, AAPL closed up $3.75 at $340.42, by my reckoning 2nd highest close and <$0.70 below the ATCH. Volume was still a light 30M shares. Did not achieve an all time Intraday high, that’s above $345, but soon, very soon, that should be breached once Duo preorders open and the demand chatter ramps up, IMO. The $5 trillion threshold is currently at $342.70 give or take 5 cents. That will be reset slightly after FYQ4 earnings and buybacks. Everyone should note Samsung Electronics overall profits were just teased at over $80B USD, a tech record built on the back of Samsung Semiconductor AI HBM Memory sales and massive increases in DRAM prices producing almost windfall profits. This huge profit is partly at the expense of Samsung MX Mobile division. Why? Because reports are, despite 2 full months of higher than expected demand for the profitable Z Fold 8 wide and price increases across the entire smartphone board, the MX Mobile division will report a $1B profit loss, double the first ever loss of $509B last quarter. Margins are being mangled by the Memory price crunch due to its corporate cousin Semiconductor Memory, and failing demand for mid and least expensive models which are also becoming unprofitable. Despite PR announcements saying Samsung has added 1M more Z Fold 8 production, and holding Z Fold 8 Ultra and Flips production steady at previous goals, Samsung saw fit to (desperately) cut Foldables prices by $150-$400 to spur or continue Foldables sales, IMO chasing sales numbers in lieu of margins and profits ahead of the Apple iPhone Duo’s preorders and eventual availability within the next 2 weeks.'
on Premarket: Apple is green - 'The mid-terms are not federal elections That’s wrong. Every Member of the House of Representatives and 1/3 of the Senators are elected during mid-term elections. See US Constitution, Article I particularly Section 4.'
on Apple throws a monkey wrench into the digital ad business - 'John, that drives me crazy, so: Settings > Apps > Phone > Screen Unknown Callers > Silence. “Calls from unsaved numbers will be silenced, sent to voicemail, and displayed on the Recents list.” Peace at last!'
on Daniel Ives: 'Apple will be the toll collector on the consumer AI highway' - 'Sort of related to the AI conversation and AAPL’s participation – or lack thereof, I saw an interview with AAPL permabear Laura Needham. The conversation was related to investing in AI and bubble warnings. Needham’s response to whether the AI revolution is facing a bubble (according to Ray Dalio): “Buy Apple if you don’t believe in the AI revolution. They are not participating. So for every $4 that goes into Nvidia and Meta and Google and that that which is positive AI revolution or disruption, let’s call it that. There’s $1 that goes into Apple. It’s one to four. So I think markets are made by people that disagree. America has the best equity markets in the world. If you don’t believe in the AI revolution, there is a big cap name for you, and it’s called Apple.”'
on Premarket: Apple is green - 'Now in the final hour of today’s trading and Apple is up $4.26 or 1.27% at $340.93. In this Barron’s article Doug Busch suggests shares are reaching a potential breakout toward $390 by early next year. https://apple.news/AOtxuWjIlTKuSFUfoH98OLg '
on Apple throws a monkey wrench into the digital ad business - 'Now they need to figure out how to block the spam phone calls I get. I get at least half a dozen a day. Looks like they are spoofing the phone numbers. When the call comes in it says it is from some city in one place but the area code is from somewhere else.'
on Premarket: Apple is green - 'Apple announced “Welcome Home” event to be held Oct 13 as rumored! Apparently taking place in NYC.'
on The Gray Lady likes 'Cupertino' - 'I’ve been disconnecting from Paramount/CBS for some time. I canceled my Paramount subscription almost 2 years ago, even though it means no Star Trek. I am worried about what will become of HBO and CNN now. Huge amounts of debt have to be dealt with by layoffs (the response to Digger in the Market Place indicates that movies might not be a big source of revenue for the studio). Larry Ellison just used 20% of his stock in Oracle as collateral for loans. And Oracle is down over 5% today because of reports that OpenAI is not pulling in the revenue it needs. I suspect that after the Ellisons gnaw off all the meat from the new company to pay the debt. Maybe Apple will be able to buy the carcass (ie Warner Bros. cartoons) for pennies.'
on Daniel Ives: 'Apple will be the toll collector on the consumer AI highway' - 'For the first time (?) I see Mr Ives had made no mention of his oft-cited “Super Cycle.” Instead he says “iPhone 18 upgrade cycle [is]…looking very strong out of the gates.” I guess his previous rhetoric has damaged his credibility, at least a little bit.'
on Daniel Ives: 'Apple will be the toll collector on the consumer AI highway' - 'He lost all credibility. We have all known about this. Except the term is not one we should use. A better one would be ‘Curator’.'
