Rodney Avilla on Mark Gurman: To soften the blow of price hikes, Apple will offer new leasing program - 'As a consumer I prefer to buy so I can pass my old units to family (iPhone, laptop, Watch etc). The old Upgrade Program and the new Leasing Program both have down payments, monthly payments, and return iPhone at the end. Besides the no AppleCare, I’m not seeing much difference. Perhaps there is a tax advantage?'
on Premarket: Apple is red - 'Gurman today on Samsung’s new Foldable phones…Based on using the Z Fold 8 (wide), I’d reset my expectations of how well the foldable iPhone is going to sell, even at over $2000. It’s going to be a home run. And Samsung will do well too, getting a ton of switchers from within the Android ecosystem. Here’s to a home run for all of us Apple longs and for the shares I bought in LiquidMetal. LOL'
on Mark Gurman: To soften the blow of price hikes, Apple will offer new leasing program - 'I completely agree. I don’t like and I don’t agree with his opinions. Am I the only one that thinks his takes are always off?'
on Mark Gurman: To soften the blow of price hikes, Apple will offer new leasing program - 'This could be quite beneficial for Apple. Based on the description, there are two new elements. 1. No Apple Care (which most of these buyers were probably not getting anyway) 2. A residual value. The residual value piece is smart. It provides more impetus to get used equipment back to Apple, and kind of sets a floor on what third parties will give for a trade-in. Apple can either recycle the components or move the salable end-items through third party resellers. It also lowers the price of the device up front to the initial buyer. Much like a car lease. Competitors would be hard pressed to match the program because most of their stuff is worthless after 24 -36 months. Should help offset the memory related price increases.'
on Mark Gurman: To soften the blow of price hikes, Apple will offer new leasing program - 'It doesn’t feel like this was intended to “soften the blow of price hikes”. From what I recall seeing I think this has been in the works for a while. Longer than the recent surge in memory prices.'
on Mark Gurman: To soften the blow of price hikes, Apple will offer new leasing program - 'More Joz than either Cook or Ternus.'
on Apple is No. 1 in shareholder wealth creation over the last 100 years - 'Oh Tommo! Poor lad. A bit like the ‘other’ equally ‘poor’ Brit who chucked his PC, which ended up in the Newport Municipal dump, only to remember it had the codes for his Bitcoin, a year or two ago worth $3bn.'
on 1.5TB Mac Studio rumor is the most exciting thing Errol Brandt heard this week - 'Thanks Alan, it took me the better part of 8-10 hours to write prompts and copy/paste & formatting Gemini’s replies to fit the posting guidelines here and look readable. The funny thing is direct copy & paste removes paragraphs and breaks, while pasting to Notes preserves them but adds the citation links sometimes, over complicating the output when that is all copied over to a post. But it is a fun exercise in using Gemini AI (and soon Siri AI) to ask questions and see what data comes up.'
on Premarket: Apple is red - 'I’m looking at Microsoft now which fell $4.54 today to close at $397.75. It’s down over 28% from the all-time high of $555.45 set back in late October and year-to-date the shares are off 22%. At the same time I’m looking at some impressive price targets. I consider Morningstar among the most conservative ratings firms and it has a Fair Value Estimate of $600 on the shares and a 5-star Buy rating. Morningstar is not the only firm with a strong and recent Buy rating on the company. What might analysts see that isn’t reflected in the current share price? Obviously the shares are out-of-favor at this time.'
on 1.5TB Mac Studio rumor is the most exciting thing Errol Brandt heard this week - 'Bart, I meant no offense. That said, YOUR summation and response was worth far more than AI’s sterile recitation to me!'
on Apple is No. 1 in shareholder wealth creation over the last 100 years - 'David T. — In your statement, you cite 5 stock splits since Apple’s IPO in Dec of 1980. From the example 8K shares purchased in 2001 though, there have only been three stock splits. This probably explains the calculation discrepancy. You probably asked your AI how many splits since Apple’s IPO then applied an incorrect multiplier. This only illustrates the larger widespread point of who to believe anymore — 😉 The truth is out there, but will we soon even be able to recognize it.'
on Premarket: Apple is red - 'Since this is the only thread today, I’m posting here. I know this was rumored before and Musk denied. Seems like it’s making the rounds again. The only advantage I can come up with is satellite-based internet and voice. I just don’t know if it’s practical / reliable in the form factor being shown. Sorry for the long URL, I’m not trying to drive traffic to their website! https://trading.stockstotrade.com/mml/step/mml-vsl/?utm_source=44&utm_medium=affiliates&utm_campaign=7IgQ6b&utm_content=MPXI608&utm_term=&ef_tid=8123900c1aa143378695432bdc757b93&ef_oid=76&ef_aid=44'
on 1.5TB Mac Studio rumor is the most exciting thing Errol Brandt heard this week - 'Thank you Bart. It took me over an hour to read all of this, but it was worth it.'
on 1.5TB Mac Studio rumor is the most exciting thing Errol Brandt heard this week - 'Wow! This is an amazing thread. Thanks for compiling this.'
on 1.5TB Mac Studio rumor is the most exciting thing Errol Brandt heard this week - 'Bart: Thank you for this series of posts that I found extremely informative, even though on the technical side a lot of it was over my head. I’m sure I’m not the only one who really appreciates the way you occasionally do these “deep dives” and share the results with this community.'
on 1.5TB Mac Studio rumor is the most exciting thing Errol Brandt heard this week - 'I wonder if AI will have its own version of Moore’s Law, where the models get more powerful AND smaller at an exponential rate… It wouldn’t surprise me. The ability to shrink AI models definitely works in Apple’s favor. Model shrinkage could make used phones more valuable, as something that won’t fit in an iPhone 17 this year might well fit 2 or 3 years from now.'
