Recent Comments

  • Jonny T on Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Pro - 'As a base, let us all agree that Apple Vision Pro has literally blown away everyone who has ever tried them. I continue to demonstrate mine and two years on people’s reaction are in essence the same as the day it came out: 1. “OMG WOW!” 2. “This is nothing like I’ve seen before.” 3. “When are the affordable ones coming, I want one!” No surprise that it will take time to engineer that experience into lighter/affordable. No surprise that energy has been directed to Siri, which after those mistaken announcements, is way higher priority that Apple Vision Pro. Meanwhile AVP IS getting time to for catching up with component evolution. Two years, three years, whatever, nobody else will stand a chance against those AVP’s.'
  • Rodney Avilla on Apple competes with Apple - '“”Why would you buy a $349 iPad and a $249 keyboard when you can just get a MacBook Neo – with double the storage?”” Because you want a touch screen. And guess what is coming this fall?'
  • Robert Paul Leitao on Premarket: Apple was green, turned red - 'Just a reminder Apple trades ex-dividend today and quarterly dividends will be distributed on Thursday.'
  • Robert Paul Leitao on Premarket: Apple was green, turned red - 'The major indexes are now green. Apple is currently up $0.14 at $293.19. I expect the major indexes to move materially higher this year and into 2027. Expecting the bull market to continue, I strive to take advantage of days in which the market moves down at the open. This morning I added to positions in Morgan Stanley (one of my favorites in the financial sector) and entered another position in Blue Owl ahead of Wednesday’s ex-div date. I think the private equity market is oversold and there are selective opportunities in the space.'
  • Gregg Thurman on Horace Dediu: How Apple can turn the memory crisis to its advantage - 'Sometimes I really wish we had more than 5 minutes to edit/revise text.'
  • Gregg Thurman on Horace Dediu: How Apple can turn the memory crisis to its advantage - '”There’s usually a couple years of lead time.” In other words, Apple’s scale is its best defense against short term price increases. In a couple of years, maybe three, the memory supply crises will be over. But Apple purchased this year’s memory two years ago, and next year’s memory last year. And may have prepaid for it. But every now and then customer demand spikes (mitre than the 10% provisioned in the original purchase agreement). just as it did for iPhone 17, MacBook Neo, Mac Mini and Mac Studio this year When that happens Apple has to go out on the spot market (and pay more). But the impact of such purchases are negligible overall. Every supply contract I’ve ever seen has a provision for needs that exceed the contracted quantity, with an agreed upon premium (+10%?) should that occur. Of course if you’ve calculated your breakeven analysis correctly, your extra cost is offset by your extra gross margin. When you know increased prices are going to revert to the mean (demand bubble pops), supply prices will eventually decline. It’s FIFO pricing vs LIFO pricing.'
  • David Emery on Apple competes with Apple - 'The only thing I use my iPad for is ebooks, because if I’m going to enter -anything- I want a full size keyboard. That’s why, when they were mandatory on my project back around 2002, I said “No Way I’ll accept a Blackberry!” I really get frustrated by the iPhone keyboard for iMessage, and I don’t do email on the phone, full stop. (That’s caused problems at time, when there’s an expectation that “everyone gets email on their phones”.) But to each his/her own…'
  • Roger Schutte on This week's Apple trading strategies (5/11-5/15/26) - 'Robert, Micron just touched $912B as I type this. LOL'
  • Fred Stein on Apple competes with Apple - 'Or visualize the Venn diagram. As the Mac and iPad circles grow, the intersect grows, but far less than the total area.'
  • Greg Lippert on Apple competes with Apple - 'Win win. In all scenarios someone’s is buying Apple. What me worry?'
  • Fred Stein on Apple competes with Apple - 'Missing the point, or rather 2 points. Neo takes share from Windows and Surface, and Chrome in .edu. Half of iPads sales have been ‘new to’ for years. That’s likely to continue. Meanwhile, the IB of older iPads gets bigger.'
  • Gregg Thurman on Apple competes with Apple - 'I found the original quote. “If you don’t cannibalize yourself, someone else will.” – Steve Jobs'
  • Darren DMW on Apple competes with Apple - 'This is a pretty poor argument. I buy iPad Pros for extreme portability and Apple Pencil support. It does a whole lot of things that a Mac doesn’t. In 15 years I have never felt the need to attach a keyboard. Finally it is a more pleasurable device for content consumption.'
  • Bart Yee on Premarket: Apple was green, turned red - 'Trump was never going to accept the first or second or maybe even third proposal by Iran. Why? Because HE wants to look tough, he wants concessions, he wants to dictate terms so that HE makes the deal, not Iran. He wants to appear strong, (insecurity does that), he wants this, he wants that, and if he doesn’t get it, he just bombs the hell out of you, civilian casualties be damned, collateral local, regional or world economic chaos and damage be damned as well. As I said before, the Trump Black Swans are always around, like Dementors waiting to suck the life out of the market and economy.'
  • Anice Hassim on Premarket: Apple was green, turned red - 'Interesting tidbit from John Gruber on a recent observation on Apple’s executive shuffles… He pointed out that ex CFO Luca “The Winds” Maestri is still on Apple’s leadership team, https://www.apple.com/leadership/luca-maestri/ Luca Maestri is Apple’s vice president of Corporate Services, reporting to CEO Tim Cook. In this role, he oversees a range of functions, including information systems and technology, information security, real estate and development, Caffè Macs, and Claris. Prior to this role, Luca served as Apple’s chief financial officer for a decade. Claris is the Apple company nobody ever heard of, somehow still going after 40 years, and important enough to be part of Luca’s personal domain and Tim’s oversight. Claris just made an announcement on FileMaker 26 themselves, “FileMaker 2026 is coming soon. This release focuses on resiliency, productivity, and infrastructure, including native disaster recovery and business continuity capabilities enabled by two new features: FileMaker Server Remote Backup and Standby Server. Additionally, it lays the groundwork for agentic development. We will share specifics in the coming weeks. Later this summer, following the release of FileMaker 2026, we will deliver the first developer previews of our agentic coding functionality.” What’s the bet this is all part of the neoApple reset…? even Claris gets to refactor themselves. And all built on new Apple Intelligence and OS capabilities unveiled at WWDC. Every part of the Empire shall reinvent itself for the agentic, ambient intelligent age. *Old Apple dogs of course remember Claris from back in the day – moof!'
  • Gregg Thurman on Arete Research likes Apple's AI strategy (video) - 'Apple’s philosophy is that it’s better that cannibalize your own products, than it is for someone else does it. I agree. Now I have to ask: where is the evidence that foldables are cannibalizing iPhone? I’ve tried, I’ve really tried, to see a foldable in Apple’s future. I just can’t do it. Other than that part of his analysis (and his forward Sentiment multiple) I’d say Richard has got it. Two years from now I’d venture that we will be looking $450+.'
  • Joseph Bland on Premarket: Apple was green, turned red - 'Lot of red in the premarket, but AAPL seems to be fighting the trend. Not surprising, considering the stalemate in Hormuz. Talk about unforced errors…'
  • Robert Paul Leitao on This week's Apple trading strategies (5/11-5/15/26) - 'Roger: Perhaps next week I should bring back the Fabulous 15. Micron is #13 on the list with a market cap of $842.20 billion. AMD is 15th on the list with a market cap of $742.23 billion.'
  • Gregg Thurman on This week's Apple trading strategies (5/11-5/15/26) - '” I’d like to see Apple to push into the $320 range this calendar year.’” That would be most delightful.'
  • Robert Paul Leitao on This week's Apple trading strategies (5/11-5/15/26) - 'Gregg: Apple’s one-year share price performance, and the performances of all of the equities and indexes listed, occurred with the backdrop of a market recovering from the “Liberation Day” sell-off. For example, Apple’s 3-year share price performance comes in at a gain of 65.67% and the shares have a five-year gain of 120.75%. 
 I expect the share price to perform well going into WWDC 2026 and, if Apple delivers on expectations, for the share price to continue to move higher through the balance of 2026. There are several economic and market forces likely to push the share price higher. However, there are many equities likely to benefit from today’s market conditions including several components of the Terrific 10. In general, I don’t consider equities to be inexpensive at this stage in the current bull market. There are conditions that will continue to push corporate earnings higher for age least the next few quarters. I’d like to see Apple to push into the $320 range this calendar year.'
  • John Konopka on YouTuber Vadim Yuryev anticipates a ton of new hardware at WWDC26 - '@Gregg Maybe the intro-video for the keynote will be some sort handoff where Tim gives John the keys to the kingdom.'
  • Joseph Bland on WSJ: The iPhone is gold - 'IOW, Hap, lack of social connection doomed the Neanderthals. Is there a better way to describe what’s going on with humanity these days? The article makes the point that modern humans are a mixture of homo sapiens and other near-humans, including Neanderthals and Denisovans. But our homo sapiens’ roots appear to favor socializing over conflict. And that gives me hope.'
  • Joseph Bland on WSJ: The iPhone is gold - 'Interesting you should say that, Hap. Just read this in Apple News: Excerpt From “”They wore clothes, wielded fire, and created art; they may have even been smarter than us…” Just who were our closest cousins?” BBC Wildlife Magazine https://apple.news/AoEixeO5RRGymI1-J3Ekqfg This material may be protected by copyright. “By CT scanning the braincases of Neanderthals, researchers have discovered their brains were organised slightly differently to ours. Neanderthals had larger eyes and better vision, perhaps an adaptation for living at higher latitudes with less light during long, dark winters. This implies they had larger visual cortices and that more of their brain was dedicated to visual processing. In contrast, Homo sapiens are thought to have had larger cerebellums, which is where all the complex, social cognitive processes take place. This may have allowed Homo sapiens to socialise better than Neanderthals, sharing knowledge and skills with neighbouring tribes. In fact, it’s widely thought that this ability to socialise is what ultimately allowed humans to proliferate, spread across the globe, and outlive their closest cousins. While their brains may have been built slightly differently, Neanderthals engaged in many of the same activities as us. They had their own unique cultures, ritualistic practices, and – believe it or not – tastes in fashion… …However, a study published in April, 2026, suggested Neanderthals didn’t go extinct simply because of climate change and/or competition with Homo sapiens. Instead, this study used a combination of modelling, archaeological evidence, and ethnographic data, to arrive at the conclusion that the key factor that drove Neanderthals to extinction was social connectivity – or the lack thereof.”'
  • Steven Philips on This week's Apple trading strategies (5/11-5/15/26) - 'I hope so! 🙁 But that’s what dampened me about Ive’s comments. He was positive about Meta.'
  • Roger Schutte on This week's Apple trading strategies (5/11-5/15/26) - 'Re: the market cap leaders….Micron will knock 10a + 10b out before the end of this year.'
  • Les Surdykowski on Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Pro - 'HAMLET Madam, how like you this play? QUEEN The lady doth protest too much, methinks. HAMLET O, but she’ll keep her word.'
  • Kenny Kruger on Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Pro - 'If this shows up on Prediction sites, All in on Horace '
  • Joseph Bland on Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Pro - 'Thanks for the link, Farshad! As of the present, there is zero competition for the VP. Apple can take its time.'
  • Hap Allen on WSJ: The iPhone is gold - 'Homo sapiens can do some horrendous things. But at our best–that is, when we cooperate–amazing things can happen.'
  • Gregg Thurman on This week's Apple trading strategies (5/11-5/15/26) - 'MSFT and AMZN yes. META no. META’s history of failed products and legal woes will dampen investor’s interest in the equity.'