Robert Paul Leitao on This week's Apple trading strategies (12/22-12/26/25) - 'Gregg: I expect Apple to return to the top spot in market cap by mid-year.'
on This week's Apple trading strategies (12/22-12/26/25) - 'Looks like Dan is using an eyebrow pencil to darken his eyebrows. OK, back to news that matters.'
on This week's Apple trading strategies (12/22-12/26/25) - 'Dan needs a fashion intervention. The jacket OR shirt – not both. Reminding me of the Riddler.'
on This week's Apple trading strategies (12/22-12/26/25) - '(Briefly off lurking while I wait for my Mac to finish upgrading.) I’m still very heavy (for us) in cash, prepared for the worst. Among other reasons: A backlash is growing vis-a-vis AI “robbing” power and water from the lower and middle class, and a very shaky US economic picture is in place, teetering between higher inflation and fewer jobs (especially following the holidays).. AI investments amount to a huge gamble, and AI is a primary driver behind the present market’s valuations (even AAPL’s are driven to some degree by Edge AI, and the expectation for increased Cloud AI usage going forward. Add to that the damage this President has done on many, many fronts, and it’s an accident waiting to happen. IOW, our strategy is to (1) be 100% in Apple invested and (2) have enough cash to last through any potential mass devaluation without liquidating any more AAPL. And should the worst case scenario come to pass, we will count on Apple continuing to invest in its own stock to match if not grow beyond an inflation.'
on Craig Moffett's Apple rating has gone from Sell to Neutral with a $234 target - 'Do you mean that he HAS had finer moments?'
on This week's Apple trading strategies (12/22-12/26/25) - 'We were talking about the big PowerBall lottery at Scotch Club last night. (It’s actually a better-than-even bet, lump sum exceeds 1/(odds / bet).) In particular we were talking about private jet ownership vs fractional ownership, etc. The consensus was “buy the jet then contract a ‘fractional’ company to staff it and rent it out when we weren’t using it.”) Me, I’d go for renting the jet when I needed it and build a nice art collection. We went to the Winslow Homer watercolor exhibit at the MFA a couple weeks ago, and something by Homer would be in my top 3 want-list. 🙂 🙂'
on Craig Moffett's Apple rating has gone from Sell to Neutral with a $234 target - 'Good point. Moffett set a low price target and made up stuff to support it. Or, “My mind is made up. Please don’t confuse me with the facts.” And, when people buy the higher memory options, the margins are superb. OK, so maybe a tiny bit less superb. Crying all the way to the bank.'
on This week's Apple trading strategies (12/22-12/26/25) - 'Re the interview – I agree. I do think that Dan is trying to overwhelm us with his wardrobe selections though. They get ever more garish – the clash between the shirt and tie is legendary. Almost like he’s screaming out for attention more than usual. Oh well, Merry Christmas/Happy Hanukkah/Solstice/Yule/etc to all. Even to Dan, and all the other analysts out there. Peace to all men and women of good will, not just at this time of year but all year long. And next year, and the year after that, etc. And if you’re also a subscriber, hey Santa: I’d love to see a Christmas rally for AAPL!'
on This week's Apple trading strategies (12/22-12/26/25) - 'Nice AAPL run the last 15 minutes of trading Friday! Must have been related to the quad witching (expiration) day?'
on This week's Apple trading strategies (12/22-12/26/25) - 'I wasn’t overly whelmed by this interview. Just sayin’.'
on Craig Moffett's Apple rating has gone from Sell to Neutral with a $234 target - 'I don’t quite get the Analyst’s concern with memory prices. Yes, memory prices are and will rise as demand has outstripped supply. For Apple, as one of THE largest customers of all the memory makers, they are ordering in the hundreds of millions of parts, and primarily mobile type high performance memory. Because Apple has some of the highest gross margins and buying clout, they can still negotiate better prices than most, even Samsung. Chinese OEMs might get a break from any Chinese memory makers, but for most all of Android, their margins are thin already, and any memory cost hit will require parts reduction, limits in memory sizes, or price increases. I don’t see Apple raising prices appreciably unless the market goes really haywire. I anticipate memory makers expanding production eventually and prices coming down within a year or two. Apple may have some price elasticity with its users but I don’t think Apple is going to push that, except maybe with the new Foldable.'
on Premarket: Apple is red - 'Ron Fredrick said:”Now granted, my money was a lot scarer in those days but my desire to gamble is the same as it was then.” **Um…”scarer”? I meant to type “scarcer”, of course. As in “not enough of something”, not “One who scares”. 🙂'
