Bill Donahue on Loop Capital downgrades Apple, cuts target $40 to $330 - 'Talking about Apple, here’s an in-depth interview/discussion about Apple from Deepwater Asset Management, with Gene Munster. Season 1, Episode 1: Apple. “It’s about generational tech companies, not the daily noise. Episode 1 goes back to the company we know best: Apple. What made it great, and what it needs to do to stay great for the next 20 years.” https://www.youtube.com/watch?v=c32AhJTj69I'
on UK to Apple: Loosen your grip on friction-free payments - 'It’s just software. What’s preventing non-Apple manufacturers from developing their own that matches Apple’s capabilities? Android. Instead of forcing Apple to open iOS feature and chip (NFC) capabilities to Android, declare Tap to Pay an essential technology requiring standardization. As a contributor to the standard, Apple gets paid SEP rates (which are higher than Apple collects from banks) for its contributions to the standard. What did I miss? The reality is that it is Google that wants this inoperability, so it can bypass Apple’s privacy protections and safeguards so that Google hoover up Apple customer data to sell to advertisers.'
on UK to Apple: Loosen your grip on friction-free payments - 'Apparently, if something like Apple Pay works smoothly, perfectly, and consumers are quite pleased to use it for their purchases, these regulators are insisting that you have to use a shit*y competitor? How is that innovation?'
on Apple to Duo walk-ins: Don't even try - 'I look to the future when memory prices revert to “normal”. Apple will have gotten their customers used to higher prices. As memory prices tumble, Apple will have the option of maintaining prices and pushing GM way up or reducing prices (increasing demand) and only slightly raising GM. A nice problem either way.'
on UK to Apple: Loosen your grip on friction-free payments - 'at the end everything is paid by the consumer'
on Loop Capital downgrades Apple, cuts target $40 to $330 - 'When I first heard about this Loop Capital report I did a search and found they had updated their price estimate last week! So this is a quick turnaround on their part seemingly based on weak info. Putting them in the “don’t think they know anything” analyst pile. And same for those analysts who are underwater with their price targets and have already cost their clients money and likely to do the same in the future.'
on More analysts weigh in on Apple - 'You (Neal) may be right. But that doesn’t mean those maroons have a rational basis for their predictions. Rumors of production cuts AND rumors of insufficient stocks don’t make for consistent prognostication, let alone justify a 22% price drop.'
on More analysts weigh in on Apple - 'There may be an economic slowdown on the horizon(or at least the market has seemed a bit overheated to me for a while). The downgrades may be a reflection of that.'
on Loop Capital downgrades Apple, cuts target $40 to $330 - 'They keep middling with their price targets to keep getting clicks. Why don’t they ever ask anybody here? Any person on this blog will know better. Again, I am so glad I am long.'
on Why Apple's brand value remains unequalled - 'forgot to mention their positions on renewable energy, human rights, and right to privacy.'
on Apple to Duo walk-ins: Don't even try - 'Also this… Apple is only allowing customers in the United States to purchase a maximum of two iPhone Duos. — Posted Tuesday by MacRumors https://www.macrumors.com/2026/10/19/iphone-duo-order-limit-us/'
on Another week, another invitation-only Apple event - 'I’m hoping to go from 2016 Touch Bar to 2016 Touch *SCREEN* (which I will probably receive in about June 2027 – rolls eyes).'
on Inviting friends of the blog to Apple’s Q4 2026 Earnings Smackdown - 'I think everyone knew what you meant.. I did I have no idea on such matters. Except to say as long as it’s more than the previous equivalent quarter, I’m good!'
on Mark Gurman: 'Apple’s iPhone Duo preorders were an absolute disaster' - 'ISTR that the original Apple Watch had a similar supply shortage?'
on Another week, another invitation-only Apple event - 'I was going to upgrade my M1 Pro laptop also. I had been thinking of waiting for the M6 Air next year, as most of my real work is done on my M4 mini. The laptop is for lighter roles. But, depending on price, I might be interested in a new Pro. Kinda excited. I’d love something I can ask the whole family to kick in on for a Christmas present 😉'
on Premarket: Apple is red - 'Despite the strong advances today in Western Digital’s share price (up 6.09%) and SanDisk (up 5.53%), nearly 65% of S&P 500 components closed lower on the day. Apple was among the majority of the index’s components that closed in the red. The shares ended off $0.52 at $342.94. Amazon gained 4.98% to finish at $262.45 while IBM moved higher by 1.83% at $236.39. Apple supplier Broadcom gained $5.84 or 1.78% to end the session at $334.59.'
