George Flannery on China Renaissance raises its Apple target $185 to $425 - 'The most disappointing aspect of Apple 3.0 is that Jerry is no longer presenting his thoughts on Apple. I truly hope this will change. I miss his comments!'
on Apple soars to $355.63, second record close in as many days - 'If NVDA Asia revenue turns out to be mostly China proxies, then that will be a problem moving forward. Jensen wanted China restrictions lifted, and now we know why. If he lied to his board and the executive team about his extramarital affairs, then why should we trust him on anything else? Furthermore, will those NVDA outflows become AAPL inflows?'
on Apple soars to $355.63, second record close in as many days - 'Yes, I have waning confidence in NVDA (and no stocks of theirs), so I thought maybe that high volume was people selling. But of course, that means people are buying, too, as was pointed out. There must always be an equal number of each, I suppose, so my whole idea was a bit off. But I sure didn’t see why people would want to jump in just now, when Jensen is in obvious spy trouble combined with the threat of an overall AI bubble deflation. NVDA seems risky at the moment, and indeed so far this year it is down 8% (before today’s after hours decline).'
on Apple soars to $355.63, second record close in as many days - 'https://ca.finance.yahoo.com/news/google-rolls-gemini-ai-voice-201340171.html “Google is expanding its reach across Apple Inc’s (NASDAQ:AAPL) ecosystem by bringing its Gemini artificial intelligence assistant directly to Apple CarPlay. The integration allows drivers to conduct hands-free, two-way conversations with Gemini Live through vehicle dashboard displays, with all voice exchanges automatically syncing back to the iOS app.” Hmmm… and does Siri just sit silently somewhere, sulking? Or is it a Siri mask over the Gemini body? Or maybe Siri drives the car off the road, to get rid of Gemini…'
on Apple soars to $355.63, second record close in as many days - 'Adding to Raj’s post. There are reports that the NVIDIA board is meeting to consider Jensen’s ouster. The stock is currently down >9%. There is also talk of an additional sex scandal and talk that a significant share of sales went illegally to China. Talk about whether the board itself could be legally liable. Lot’s of confusing stories that will get sorted out soon. @157 the market cap is <140T.'
on Apple soars to $355.63, second record close in as many days - 'The gap between market caps of Apple and Nvidia will get much wider tomorrow. I posted in the other thread that the idea of people buying into NVDA today might backfire on any negative news about the CEO. And some news just came out. Jensen’s a player! NVDA falls to 160 AH.'
on Apple soars to $355.63, second record close in as many days - 'Indeed. There are times when AUD movements has far greater impact than movements in AAPL. Certainly adds a layer of prognostication complexity. I need to find a trading platform that lets me trade in real time. I have been a buy and hold type for the last 26 years, having only sold off 5%. So when the time comes to sell(or buy) I don’t mind having an all-nighter to make that call.'
on China Renaissance raises its Apple target $185 to $425 - 'Hooray to Jerry. The vindication is only just beginning.'
on Premarket: Apple is red - 'Per Gemini: Stock Behavior Around Ex-Dividend Dates • Price Drop vs. Payout Size: Because AAPL’s quarterly dividend is small ($0.25 to $0.27 per share) relative to a stock trading in the $200–$350+ range, the mechanical ex-dividend price adjustment is typically a fraction of a percent (less than 0.1%). • Recovery Time: Historical tracking data (such as via Dividend.com) shows that AAPL frequently recovers its ex-dividend drop within 0 to a few days, and in many quarters the stock price noise completely overwhelms the tiny dividend gap. • Pre- and Post-Week Trend: There is no strong statistical edge or directional drift (up or down) unique to the 1-week window before or after AAPL’s ex-dividend dates; performance during those weeks closely mirrors general market momentum rather than income-seeking flows.“ I don’t know if Gregg has any better data over his two decades of AAPL data, but AAPL price appreciation is significantly higher than any short term wiggles around ex-dividend dates IMO.'
on Apple soars to $355.63, second record close in as many days - 'Only selling small parcels of aapl with each parcel being .75% higher than the last parcel (in AUD) is working well for me. Selling so often (with a fluctuating aussie $) teaches you a lot too. 80% of my trades happen in the first 15 min of the day or the last 30 mins. I set 2 trades. An ambitious sell price for the first 15 minutes where I noticed there can be some crazy swings either way. Sometimes you get lucky and that’s how I might get my .75% increase done. I set an even more ambitious trade for end of the day, based on the volume multiplier that seems to happen in the last 30 minutes. If it is selling pressure then that can easily knock $2 or $3 off and might be useful if you are looking to buy. If it is buying pressure the effect doesn’t seem to be as great as selling pressure, but as in today it can add that $1 to $2 that makes it a double happy day wth successful morning and afternoon trades. This afternoon was helped with a falling AUD. As much as I hate inflation renewed US inflation is working out well for me with a strengthening USD. But then again I don’t want too much USD appreciation because of “forex headwinds”. It’s a complicated world.'
on Apple soars to $355.63, second record close in as many days - 'Another excerpt from Horace’s excellent article “The Last Consumer Company”: (Popping this in here to hopefully give it – and Horace Dediu – more visibility.) “There are some significant implications. Apple is the last and only consumer play, moreover… There is an unhealthy concentration of value in B2B businesses. Look at the list closely and the number of semiconductor and cloud businesses. They are enjoying a boom due to enormous reallocation of cash flows away from shareholders and to suppliers of silicon. This is not sustainable. Consumers are fundamentally the source of value but there are no businesses apart from Apple concentrating on them. This is a sign of fragility as there are fewer purchase decisions being relied upon. I maintain that Apple has to earn the purchase decisions of hundreds of millions of users every year. A B2B company may need to earn 5 to 1000 decisions each year. Nvidia perhaps 5 and Microsoft perhaps a few tens of thousands. This is not a sign of strength. Smaller consumer brands have withered. They are not investment-grade. Note the absence of consumer products companies but also of brands. Nike is dead. Netflix, Coca-Cola, and other perishable products are severely depleted of value. The auto industry is in shambles. Transportation is chronically unwell. Communications and entertainment are impoverished. Apple therefore embodies the last standing consumer exposure for investors. Perhaps one can make a thesis that consumers don’t matter but I would argue the opposite. They matter more than ever but there are no ways to bet on this unless you bet on Apple. This might explain the expanded multiple. Capital has few options if you want to avoid exposure to B2B concentration.” Read that last sentence again if you think Apple is presently overvalued….'
on Apple soars to $355.63, second record close in as many days - 'As exciting as this recent price increase in Apple is based on earnings and the extraordinary demand for the new Duo, this run up coupled with the recent short position of the stock has me even more excited: Short interest was (139.749) Million as of August 31, 2026. 3.53 Short interest was (128.753) Million as of September 15, 2026. 2.85 Short interest was (120.763) Million as of September 30, 2026. 3.02 Short interest was (131.591) Million as of October 15, 2026. 3.70 Short interest was (144.791) Million as of October 30, 2026. 3.36'
on Premarket: Apple is red - 'Closing price today 355.63 Up a little over 7 dollars from yesterday’s close. About 9 dollars up from “Premarket: Apple is Red ” number. A market cap gain from yesterday’s close of about 101.5 Billion dollars. Tomorrow the stock goes ex dividend. To be paid Nov 16. I always wonder how the stock will do around the dividend payout. The number is pretty small compared to the share price but it is interesting to see if the stock continues to rise or whether the stock sells off . Payout amount for the quarter is 3.93 Billion. Total payout of dividend revenue is about $15.72 billion this year. Still being dwarfed by buybacks during the quarter.'
on The bull case for Apple - 'Gregg, Apple had a significant iCloud connection outage yesterday for several hours. That was likely the cause of your problems.'
on Premarket: Apple is red - '”Is it because people want out of NVDA?” For every seller there’s a buyer.'
on The bull case for Apple - 'I don’t want to be a debbie downer, but Apple stock price seems extremely bubbly right now. I don’t see any way the underlying fundamentals support the current valuation. If I had to bet, I think the best case scenario is that Apple market cap stays around where it is +/- 10% for the next 12-24 months. Downside worst case scenario is a 50% haircut. Risk reward equation seems to be much more weighted to the downside. Just my opinion. Would love to be wrong, but I really struggle to see how earnings growth supports share price growth much beyond a $5.2 Trillion market cap, especially now that share buybacks have negligible impact.'
