Gregg Thurman on Apple blows past expectations and its shares fall. What gives? - 'Tommo’s dead horse has been putrid smelling for a while. It’s past time it should be buried.'
on Apple blows past expectations and its shares fall. What gives? - 'According to my screen Apple shares just turned positive for the day. So while not an overwhelming positive response a good bounce from the negative response at the beginning of the day. So maybe the knee jerk reaction from this morning is fading.'
on Apple's 2nd largest acquisition is a startup with tech to read micro facial movements - 'Apple paid $3 Billion for Beats. Now $2 Billion for this company. From what I can tell this flew under the radar screen. One article mentioned that the same person had previously sold his prior company to Apple about 10 or 12 years earlier for around $345 Million.'
on Apple's 2nd largest acquisition is a startup with tech to read micro facial movements - 'Well, I jinxed it! Hopefully it’s just on its “normal” pattern of dropping even on good news, then slowly moving up. I hate the waiting.'
on Apple blows past expectations and its shares fall. What gives? - 'Morning, Greg. And this is a surprise because…? Last I heard, options can still impact stock prices, and options players like Tommo have nothing but disdain for stodgy old businesses – or stodgy old people….'
on Apple blows past expectations and its shares fall. What gives? - 'Oh Tommo! Keep beating that dead horse. Here’s his newest post headline. “Apple/AAPL Q2: Another “Blowout” Quarter From A Company That’s Quietly Running Out Of Future”'
on Apple blows past expectations and its shares fall. What gives? - 'Apple crushes earnings and gives high guidance, and the stock goes down 1% because the dominant message either ignores or denies what what said during the earnings call. Meanwhile Telsa reveals absolutely abysmal results – >40% decline in revenue, >60% decline in earnings, Elon having destroyed the companies markets, brand and reputation, and an operational P/E of >640 (excluding the value of emissions credits sales) – and the stock pops 4% for not being as bad as it could be, on the basis of Elon describing a completely fantastical and impossible new “plan” for robot cars and people that will never come true. My favourite is his surprise announcement that he “invested” $2 billion of shareholders’ money in his privately-held AI company, because it was the “only reasonable thing” to do after shareholders rejected a proposal in November for Tesla to invest in his privately-held AI company. LOL We’re deep in the meme-stock well.'
on Apple's blowout Q1 2026: What the analysts are saying - 'Bart, As Fred said, thanks Bart for running the numbers. Bart makes some excellent points about how important the growing installed base is to Apple. I am guessing it is something that the underwater analysts are missing.'
on Apple blows past expectations and its shares fall. What gives? - 'Fred, why is Apple down…maybe we just need to wait for today’s options to close. Things might be different next week.'
on Apple blows past expectations and its shares fall. What gives? - 'Oh well, more shares retired for every repurchase dollar until the market wakes up and smells the roses.'
on Apple blows past expectations and its shares fall. What gives? - 'While Tim wouldn’t likely have answered, were I an analyst my question would have been: “Given Google’s voracious appetite for data–and the attendant use of it for targeting advertising–can Apple maintain its stance on privacy?” Tim was once asked about advertising, He replied, “I wouldn’t be in that business.”'
on Apple blows past expectations and its shares fall. What gives? - '“Never interrupt your enemy when he is making a mistake.” –Napoleon Bonaparte'
on Apple blows past expectations and its shares fall. What gives? - 'Why is AAPL down? Don’t bother wondering. Think long term. Look at Apple’s growth in emerging markets, the number of products and geo’s where “new to” was 50%, the increase in iPhone ASP (Thanks Bart), Services, and buybacks. Joseph’s beach ball metaphor comes to mind.'
on Apple blows past expectations and its shares fall. What gives? - 'The job of stupid (intentional or otherwise) is to create opportunity. Don’t fight the FED. Don’t fight the tape. Don’t fight the stupid.'
on Apple's blowout Q1 2026: What the analysts are saying - 'If he really believed in his prognostication, he ought to change his name to Tim Short.'
