Bart Yee on Premarket: Apple is green - 'And more perils of AI infused home appliances, this time in S. Korea home market ‘I can’t believe it’s already broken’: Samsung customers are complaining to the company over spoiled food after an update bricked AI smart fridges Samsung customers flooded an online community with dozens of comments this week about issues they’ve experienced with certain models of their not-so-smart AI-powered smart refrigerators. “On Tuesday and Wednesday, Samsung Electronics’ online community forums were filled with dozens of posts from “Samsung Members” claiming their refrigerators became inoperative following a firmware update from the company’s smart home platform “SmartThings.” The customers reported that following the update, refrigerators went offline, with internal lights not turning on, and cooling and freezing mechanisms not working. ” ““Samsung told me to update, so I did, but it broke down,” one user wrote in a post translated from Korean to English. “The meat and everything else is about to spoil. Where can I get compensation for this, and when is the refrigerator going to be fixed? I bought this this spring, and I can’t believe it’s already broken.” The glitch is the latest example of consumers’ complicated relationship with smart home technology, which has correlated with growing anxiety over AI products more broadly, even as AI adoption continues to increase. A December 2025 survey of 5,000 U.S. homeowners by smart home security firm Vivant found that despite 85% of respondents own at least one smart home device. Still, unease about the category is apparent this year: Samsung’s decision to display ads on its smart fridges’ screens drew customer backlash earlier in 2026” Excerpt From “‘I can’t believe it’s already broken’: Samsung customers are complaining to the company over spoiled food after an update bricked AI smart fridges” Sasha Rogelberg FORTUNE https://apple.news/ALWHa9vwqRuaHd6K9rpqmwQ This material may be protected by copyright.'
on Meet the market for Apple Intelligence - 'As long as you make a profit in one of those three years, you should OK. People can be bad business people, but not for long. That attitude bothers the heck out of me as the wealthy have access to legal shields, ostensibly open to everyone, but in reality only make sense to very high earners, cutting their tax obligations more than the average Joe makes annually.'
on Meet the market for Apple Intelligence - 'I assume a significant percentage will be by people writing off their hobby, for 3 years anyway. After that, the IRS may label your ‘business’ as a hobby, disallowing any write-off.'
on Trump, Xi, Huang, Cook - 'I find it interesting that no one ever mentions that Tim Cook speaks Mandarin.'
on Meet the market for Apple Intelligence - 'So as a sole trader, if I generate $60,000 per annum… Let’s assume $10,000 is burnt running the business. $50,000 profit which is what I take home before tax. Assume I’m single, renting, need to eat, cloth myself and wonder what happens if I get sick (If I live in the US). What’s left? Virtually nothing. WOrse if I have dependants. It is not enough revenue to justify buying hew hardware (phones, laptops, software), let alone AI capable Macs to run agentic applications. The premise of the article is that this cohort is some untapped market that will spur sales of agentic capable devices. I don’t buy it.'
on Premarket: Apple is green - 'Hi, John, correct on the ATCH! And as of 3:30 PM PDT, volume was an absurdly low 29.65 M trades. El stinko, especially, as you say, considering Max Pain sitting $341.07-$332.5 or $8.57 or 2.58% under the closing price. On Sept. 9th AAPL was down to $312. It’s up over 9% since that very recent and very stupid selloff…. Yes, if you sold at the high and bought at the low, you’d have made some scratch. Sounds easy on paper….'
on Meet the market for Apple Intelligence - 'It has been a “best” practice in software to sell expensive products and then to sell even more expensive consulting on how to use those products. And the real kicker is when there’s a limited market (example: government approved accounting packages for time-and-materials contracts. Either you bought one of the 1 or 2 approved packages, or you spent A LOT MORE TIME AND MONEY proving to the government auditors you weren’t defrauding the government.) I once interviewed with a company that had that model. They placed support people on-site, paid by the customer, ostensively to help the customer use the product. But it was made clear to me that I was expected to sell more company products and services. “If customer has a need, and there are two products, ours and another company’s, which would you recommend?” “I’d recommend whichever I thought was better for the customer.” “Wrong answer.”'
on Premarket: Apple is green - 'Yes, it’s a new closing ATH today. If my memory serves me correctly, I believe AAPL was also achieving (or at least flirting!) with ATHs the last time PED went off to explore the world. Maybe we should all encourage him to travel more often! 😉'
on Premarket: Apple is green - 'John: I believe today’s closing price eclipses the previous all-time closing high of $339.79 set on July 29th and, of course, Tuesday’s closing price of $339.75 thus setting a new all-time closing high today. Congratulations to the longs!!!'
on Premarket: Apple is green - 'Looks like Apple closed at $341.07, is that a new closing high? Low volume of less than 30M. This in spite of Max Pain.'
on Meet the market for Apple Intelligence - 'I’m betting the current market for solo operators among LLM peddlers is small. Mainly because the cost, utility and ROI to a user at that level is crystal clear, and they’re able to spin on a dime in changing what and how they do things without having to work through an often-resistant corporate bureaucracy. They also have multiple options for LLMs to use, which means they will pay as little as possible, always. I think the market for enterprise AI is eventually going to be ripe for Apple (not that it isn’t already, but most companies of any size move slowly, especially with IT and not really tracking associated costs very well – and we’re already seeing that with AI and its associated costs and lack of quantifiable ROI). And that’s because if Apple delivers on AI as it looks like it’s going to, then as with the days of enterprise being absolutely dominated by the blackberry and internal IT types refusing to permit or support Apple machines or smart phones, eventually they’ll be forced to follow their employees’ very strong preferences and let Apple in the door. And then, even ignoring the lack of reliability of today’s LLMs for quality output, its unclear ROI, and the total lack of security, organizational leaders will discover that the costs of AI-associated internal IT and external AI tokens far exceeds costs of Apple Intelligence, and that the Apple users are significantly more efficient in the work-place than the non-Apple users. AI’s trajectory is hardly an original story, and Apple’s path with it, internally and quite possibly in its business and dominance, is similarly not original. Assuming Apple delivers on AI with the same quality standards as everything else it’s put out, in 3 years it’s going to be a global power in AI. And the majority of today’s US LLM peddlers will have been displaced.'
on Trump, Xi, Huang, Cook - 'Thank you Apple for being an energy leader and leading the charge for change. Fossil fuel data centers are not helping our world predicament.'
