David Thall on Apple's Tim Cook takes questions about AI, retirement, Donald Trump - '“In our age there is no such thing as ‘keeping out of politics.’ All issues are political issues, and politics itself is a mass of lies, evasions, folly, hatred and schizophrenia.” – GEORGE ORWELL “In weak companies, politics win. In strong companies, the best ideas win.” — STEVE JOBS'
on After harsh party editorial, Tim Cook flies to China - 'Apple now has a monopoly on smartphones in China? i guess the word has lost its meaning in Mandarine as well as English.'
on Premarket: Apple was green, turned red - 'I was just able to pick up some more shares at $2.50. Market, you can go up now.'
on Apple vs. 'vibe coding' - '”My take: The “explosion of new apps launching on the App Store in recent months” is news to me.” Somebody’s poetic license?'
on Judge, quoting Apple's developer agreement, rules against Musi - 'Too bad this judge didn’t handle the Epic case.'
on Premarket: Apple was green, turned red - 'Index futures are red as we approach 9am in New York. Apple is off $0.82 pre-market after closing up $1.41 on Tuesday. Apple supplier Broadcom dropped $3.61 on Tuesday to close at $321.21. The shares are off $2.01 this morning ahead of the bell. The shares are down from the all-time high of $414.61 reached on December 10th. Let’s see in what direction prices move as today’s session begins…'
on Neil Cybart: Apple's market shares set to grow - 'Apple has, from time to time, taken more than 100% of global smartphone profits. How? Some of its competitors were losing money.'
on Apple's Tim Cook takes questions about AI, retirement, Donald Trump - 'These days just saying that you hate narcissists, liars and cheats becomes an extremely political statement.'
on Buy a MacBook Neo for a student, make a lifelong Apple customer - 'I agree with Richard that many kids will start with their first Neo much younger than 18. The other flaw in this model is that Johnny is going to have 2.1 kids and they will also get their first Neo at about 12 years old and the cycle repeats. Do that sexy multiplication from Johnny’s initial purchase!'
on WSJ: Apple's canny AI bet - 'I was just thinking of this. If the M5 is already capable, how about the M6, the M7, …? I wish Apple would let Mr. Srouji give a talk about this.'
on This week's Apple trading strategies (3/16-3/20/26) - 'WOW Gregg. Nobody’s doing that to my EV battery. Today the sun made me enough electricity to fill up my EV.'
on Jensen Huang: All software companies will become agentic - 'Just got a chance to listen to Gene Munster and one thing he mentioned that Huang talked about was that users of some of the platforms will be able to differentiate themselves and charge more for their services. But that seems to be not what is happening right now. I guess we will have to see, as always, how things actually unfold. It was a good way to spend 5 minutes.'
on This week's Apple trading strategies (3/16-3/20/26) - 'For Apple/AAPL context, I am grateful that I started investing about 25 years ago. I am also fortunate that, through family/trust, I had the money to do so. I was also fortunate to “get a Mac” for Christmas back in 1984. That was surely a part of the inspiration. Every Saturday, I count cattle. AAPL represents 31% of my flock. It’s naturally been both higher and lower, but it’s still a very significant holding. And continually, every year, when it comes time to make charitable gifts, I say, “no, not Apple: that’s not on the table”. And even though the last five years have been “relatively slow”, going from $125 to $250 is still a 15% CAGR. That’s really hard not to like. And I still love their Products, so that’s a really mutually virtuous cycle.'
