Steven Philips on Premarket: Apple is green - 'He recently predicted when he would die. But 10 years…?? Maybe DOGE found a way to make it more efficient – and quicker!'
on Apple: Morgan Stanley sticks with its Overweight rating and $315 price target - 'I’m really interested to see if they say anything about memory cost during the call in. I’ve been watching memory prices skyrocket during the last six months or so and I’ve wondered how Apple will handle this. It’s getting to the point where I wonder what steps they’ve taken just to secure parts. There was a story recently that Crucial has abandoned the consumer memory market to focus on the AI market.'
on Apple's new AirTags are louder, with better range - 'Phillip I would encourage you to buy your A products from Best Buy and become one of their plus members. Best Buy discounts their Apple products and you have a 60 day return and price match. And depending on your local Best Buy there may be an Apple badged employee in the store.'
on HSBC: Apple on Thursday expected to report largest revenue pop since 2022 - 'We are flying to Copenhagen in early March. I will be curious to see any in the wild there.'
on Premarket: Apple is green - '@Robert: That was a very nice close today. Especially considering that Apple is now the Avis of customers for chips since they were supplanted by Nvidia in the pole position at their common chip supplier; TSMC. Link is provided below. Also, if you’re still a Patriots fan, congrats on their win in the AFC Championship Game yesterday and now onto the Super Bowl. https://stocks.apple.com/AeyS7vNe4T2WKQqgYYfKdag'
on Premarket: Apple is green - 'At the closing bell: Apple up $7.37 on the day or 2.97% to $255.41. Today’s jump in price added $100 billion to the company’s market cap which now stands at $3.75 trillion.'
on Apple's new AirTags are louder, with better range - 'Philip, if you’re just out of the return window I bet the store manager will do an exception and let you do a return and get the new ones. This situation is a little different because they just released a new version. Worth a shot if you’re close to a store.'
on Apple's new AirTags are louder, with better range - 'Which brand/SKU do you use? Have you discerned any less battery life in an AirTag over a disposable CR2032? Thanks!'
on What did Apple CEO Tim Cook do after Alex Pretti was killed? - 'I always get a great visual when you say that – all of us on a school bus you’re driving and you turning around and yell at us kids to knock it off!'
on Premarket: Apple is green - 'Well said Rodney. Unfortunately Cook must keep lines of communication open until the storm passes.'
on Apple's new AirTags are louder, with better range - 'I use rechargeable CR2032 batteries in my AirTags. I find that works well.'
on Premarket: Apple is green - 'Keep your friends close and your enemies closer, is not just a common saying that people like to quote, but a reality. Whether it’s a married couple or two country leaders fighting, when they stop communicating is when the potential of real conflict starts. Of course communication is no guarantee that peace will occur, but there is no chance of peace without it.'
on Apple's new AirTags are louder, with better range - 'I have been switching to Elevation Labs AirTag 5-Year Battery elevationlabdotcom'
on Apple's new AirTags are louder, with better range - 'UA used our AirTags (using the Share AirTag functionality) to keep track of our luggage left behind in Graz, Austria last month. We saw it travel from there to Munich to Frankfurt to Chicago & Albany? then to Austin. One arrived before us same day, the other a day later. And boy, we skipped Baggage Claim & breezed thru Customs because we’re Global Entry with no checked-in luggage with us. Happy ending!'
on What did Apple CEO Tim Cook do after Alex Pretti was killed? - 'According to the Washington Post, there are photos of Tim Cook at the Melania screening. The Daily Beast claims to have one. https://www.thedailybeast.com/billionaire-tim-cook-busted-partying-with-melania-and-accused-sex-pest/'
on Premarket: Apple is green - 'I now feel the optics of appearing at this event are terrible, whereas before I was dismissive. We live in a twilight world…'
on J.P. Morgan hikes its Apple target $10 to $315 - 'To that I ask: “Based on what information exactly?!” Apple has not said a thing about upcoming products and won’t do so till September ‘26'
on HSBC: Apple on Thursday expected to report largest revenue pop since 2022 - 'There’s an announcement from Microsoft about their AI chip. Microsoft is announcing a successor to its first in-house AI chip today, the Maia 200. Built on TSMC’s 3nm process, Microsoft says its Maia 200 AI accelerator “delivers 3 times the FP4 performance of the third generation Amazon Trainium, and FP8 performance above Google’s seventh generation TPU.” https://www.theverge.com/news/867670/microsoft-maia-200-ai-chip-announcement Of course, this makes me wonder about what Apple silicon designers aren’t talking about 🙂'
on Premarket: Apple is green - 'In light of all the discussion yesterday about the Melania screening at the WH, and whether Tim Apple actually attended (vs merely receiving an invitation), here’s an excerpt from today’s WaPo: “Several attendees on Sunday shared pictures and videos of the black-tie event on social media, including photos with Apple CEO Tim Cook, retired boxer Mike Tyson and other guests.” Looks like TC was there. I’m not trying to incite anyone – just providing a simple fact so that you can judge for yourself the (in)appropriateness of his attendance.'
on HSBC: Apple on Thursday expected to report largest revenue pop since 2022 - 'With Apple’s quarterly earnings report coming up this week, it seems like someone finally remembered the reason for Apple’s share price hike in the previous months. I think there is more momentum investing, especially when you can have AI do a lot of the work for you. Probably at least part of the reason for the share price pull back the past couple of weeks.'
on Apple in India: Steady gains - 'In a talk entitled, “The Multi-Disciplinary Approach to Thinking,” Peter Kaufman (editor of books on Charlie Munger) talks about the power of compounding. (Did Einstein, as some claim, really say that it was “the 8th wonder of the world”?) In any case, Kaufman extends the idea beyond investing to life in general: “I say compound interest is dogged, incremental, constant progress, over a very long time frame.”'
