Robert Stack on Premarket: Apple is red - 'And in other news, Apple caved to the Orange Man and one now sees something called Lake America between the US/Canada border when using Apple Maps. At least here in the USA. I suppose it was inevitable, otherwise there’s little doubt this small man would go after John Ternus and that would be a horrible thing to have to deal with as a new CEO…'
on Nate B. Jones: With the new Macs, Apple is betting on desktop AI (video) - 'We certainly won the premium market and that’s what counts. The rest are commodities, and we all know that’s a race to the bottom.'
on Evercore: Here comes the iPhone Ultra - 'Folding mechanicals just reduces the area they could stuff in battery life. The wannabe tablet will likely barely make it through “all day battery life”. Happy to be wrong, waiting for reviews to put it through its paces. Also curious if it will support Pencil.'
on Premarket: Apple is red - 'Dell, which sold off in today’s session and dropped $31.01 or 6.80% to finish at $425 even, is up over $34 AH at $459.50 on a surge in AI server sales and AI server demand. Apple is holding today’s strong gains and is currently higher by $0.02 at $325.15 in the AH session. Apple finished today’s session up an impressive $8.28 or 2.61% on the day at $325.13.'
on Live immersive baseball on the Apple Vision Pro is a hit - '” I’d like to see the numbers.” 10Q and a little math using known data, coupled with research firm estimates.'
on Live immersive baseball on the Apple Vision Pro is a hit - 'As I understood their commentary, the reason they cut back development was that they COULDN’T afford to do immersive video at a loss for the number of devices sold. The cameras were too expensive.'
on Evercore: Here comes the iPhone Ultra - 'Why do people keep seeing a foldable iPad inside an iPhone? That misses the shear pleasure of a big screen. People will take out their Ultras at social gatherings to share photos just as they do now but the experience becomes richer; And you get to show off your Ultra. FaceTime, Zoom, Teams, calls become much better. If you’ve ever used a stock trading or banking App, you’ll love having 2x the pixels. Travelers can enjoy videos or all forms on an Ultra. All this with one pocketable device, one wireless plan, and one charger.'
on Premarket: Apple is red - 'Maybe some of the positive stories about Apple’s AI strategy and potential are finally catching on, or Ternus’ “phenomenal” reference to the upcoming iPhone release in his first memo to Apple staff this week? **** Team, Today, on my first day as CEO, I just wanted to send a quick note to thank everyone for the warm wishes. I also want to extend my deep appreciation to Tim for sharing so much of his knowledge and experience during this transition, and more importantly, for everything he contributed to Apple over the years. We’re so lucky to have had a CEO who led with his values and with such decency and humanity. We are all better for it and I’m so grateful he’ll be our executive chairman. I’m honored to be stepping into this role at what is truly the greatest company in the world, and I am so excited about everything we have in store. We have a huge launch next week that’s going to be phenomenal. Thanks for everything you’ve all done to make it possible. I’m just as excited about what lies beyond that, including the incredible products already in the works and the ones we haven’t even imagined yet that we’ll dream up and create together. There’s no team in the world I’d rather build the future with. More to come. In the meantime, thanks for your excellent work! John'
on Nate B. Jones: With the new Macs, Apple is betting on desktop AI (video) - 'I can see NVIDIA ‘AI boards’ for desktop PCs. But I don’t see a Microsoft/NVIDIA alternative to Mini Studio anytime soon. The thermal engineering will be a big hurdle, along with more general energy aware and resource aware computing. (Microsoft has a lot of work to get the Windows codebase to where it would compete with MacOS on energy/performance-per-watt…)'
on Live immersive baseball on the Apple Vision Pro is a hit - 'I think Apple wants many more developers, studios, etc. producing the immersive video. It has done some great demonstrations, such as this, but I think it needs many more productions. However it is a chicken-egg problem, as usual. It needs more content but to get others involved, it needs more AVPs in use. Apple can afford to do immersive video at a loss but no one else. Apple really needs to get a cheaper AVP out. I wonder how much cheaper it might be if it could offload some of its computational needs (and hardware) to an iPhone. If people are going to buy millions of a foldable iPhone at $2000, then perhaps and AVP around that cost would work. (Of course, hard to do in today’s semiconductor market)'
on Premarket: Apple is red - 'I wonder if this is the “safe haven” effect again? Everything else is headed down so put your money into Apple for safe keeping. On my stock app everything is red except Apple. As of 9:35 Pacific time it’s up 3%.'
on Live immersive baseball on the Apple Vision Pro is a hit - 'Apple has always known what it has on its hands, including the problems that need solving. But truly immersive viewing and hearing is already here, even if it’s not in its final form, and many of us have known it for quite a while. The surprise is that it’s a surprise….'
on Live immersive baseball on the Apple Vision Pro is a hit - 'sales numbers don’t worry me .. as soon as they see immersive video from any sport in store, they will throw their wallet at it … they just need to fix their in game cameras, which I assume has liability and trademark issues, but what I have seen so far is amazing'
on Premarket: Apple is red - 'CNBC had Laura Martin on (a contra indicator analyst) saying Tim Cook left John Ternus a poor AI roadmap for the future. Made it sound like Apple was on the ropes. No mention of Apple’s rise today. I think the market disagrees with her thesis.'
