Rodney Avilla on Report: Apple may take a chance with India's chipmakers - 'My take: More pivoting from China to India. I’m not quite ready to make that assumption, that Apple will be taking business away from China. Apple is still growing, and what India will be able to do probably won’t affect what China is presently doing. However if India’s manufacturing is able to meet Apple’s quality standards, then in the future, Apple may be in a better position to do some pivoting. And that will give Apple more leverage when dealing with China.'
on Jim Cramer: Apple will be the beneficiary of the hyperscaler's investments in AI - 'Two bullish recommendations issued today, and the market didn’t notice. Oh well, my gain since October, annualized is about 60%. I just hate retreating.'
on Raw Data: The U.S. rattling its sabers at Europe - 'Upvoted you and David. Adding to the complaint against the EU, is the tax revenues, VAT, lower payrolls, property, income tax, etc. the EU countries take in. The EU wants to have it both ways – benefitting from tax revenue and extract more payments for ‘exploitation’.'
on Evercore: Ten days before Christmas, iPhone lead times are expanding - 'Yes, I was curious to see what effect the year-end profit-taking – since AAPL has done well – would have on how the stock ends the year'
on Premarket: Apple is green - 'Index futures remain green as we approach 9am in the east. Apple is ahead pre-market $0.66 at $275.27. Microsoft, which gained $1.57 on Tuesday, is ahead $1.61 at $4.78. Broadcom, which remains a top semiconductor pick by Morgan Stanley with a $475 price target on the shares, is up $2.29 at $343.59 this morning.'
on Raw Data: The U.S. rattling its sabers at Europe - 'Well, one way this administration is ‘rattling sabers’ is by withholding them 🙂 Trump’s attacks on NATO and blatant acceptance of Russian narratives tell the EU that “US sabers won’t be there when you need them.” So I’d accept that as an expansive notion of ‘saber rattling.’'
on Report: Apple may take a chance with India's chipmakers - '“Not necessarily what the POTUS demanded.” No, but what about Modi’s operandi?'
on Raw Data: The U.S. rattling its sabers at Europe - 'I would suggest that, while “saber-rattling” is being bandied about here as synonymous with “threatening”, the definition has distinctive military overtones. With the present Administration, that’s not too far a stretch (as for example presently with Venezuela) to be on the table, one way or another. “overtly and often exaggeratedly threatening actions or statements (such as verbal threats or ostentatious displays of military power) that are meant to intimidate an enemy by suggesting possible use of force” – Merriam-Webster'
on The Information: Apple is bringing seven new iPhones to market - 'My all-time favorite iPhone design prediction was the one where the phone looked almost like an iPod with a scroll wheel for selecting numbers. While it wasn’t actually correct, it was a contender that never made it past the design studio. Bonus points for appearing at the iPhone reveal as a joke bait-and-switch by Jobs himself.'
on Raw Data: The U.S. rattling its sabers at Europe - 'The EU was created to create … the EU, reducing trade frictions and increase mobility between the EU nations. As such, there has to be at least some favoritism within the EU, but I will also agree that there seems to be too much pushback against the USA – and a lot of saber rattling to go along with it. Seems kinda childish to me: Trump should very successful at it.'
on Counterpoint cuts 2026 smartphone forecast. Apple and Samsung will be fine. - 'I think you have nailed it Fred! I doubt the whole argument that Ram costs will change prices overall. On the premium phones it is unlikely the potential price changes would be enough to slow sales. There might be other reasons for slowing sales and rotation from one manufacturer to another but I think this particular issue should be a short term problem. When commodities are in short supply the market usually responds with increased production eventually leading to enough supply or even over supply. I could see those “others” who are barely profitable or worse deciding not to continue competing but people will still need devices so some other manufacturer would likely pick up the slack. I think phone demand and price sensitivity is not precisely correlated. Profit and revenue maybe.'
