Robert Paul Leitao on Apple touches $323.45, a new intraday record high - '@PED I don’t believe $317.40 was the previous all-time closing high. That was the previous all-time high set on June 8th. That all-time high was replaced today with Apple reaching a new all-time high of $323.45 in early trading before settling back to a new all-time closing high of $317.31. The previous all-time closing high of $316.22 was set last Thursday.'
on Mark Gurman: Maybe the Apple Car wasn't a dead end - 'It’s good of German to attempt to catch up. Or perhaps more importantly to seem to have caught up. Kinda like: “Without that effort, Gurman would probably seem to be even further behind on Apple’s AI strategy than he does today.”'
on Mark Gurman: Maybe the Apple Car wasn't a dead end - 'LOL. It only appeared to wipe out a decade of work to some people. At times like this, Gurman makes it crystal clear that he doesn’t understand research. Or product development.'
on Premarket: Apple is green - 'Uh – perhaps they should just invest in Berkshire and leave the “thinking” to them?! 🙂'
on Apple touches $323.45, a new intraday record high - 'To me, the difference between this Monday’s peak AAPL price and its closing price speaks louder than words about the number of folks thinking they need to lock in this profit. These are the ones I think of as “weak AAPL hands”. I know that seems harsh, but it quite literally suggests those investors are not investing for the long term, and it’s the long term investors that I think of as the “strong AAPL hands”. Also, it was a pretty red market today, and Apple was one of only a few stocks bucking the negative trend. Otherwise, we’d have almost certainly seen a new ATH.'
on Premarket: Apple is green - 'IMO, if anyone only *bought* AAPL, when and because Warren Buffett/Berkshire Hathaway bought AAPL…and then *sold* some AAPL, when and because Warren Buffett/Berkshire Hathaway sold some AAPL…they should have someone else investing their money for them.'
on Premarket: Apple is green - 'Close was certainly close enough and tells me AAPL will continue to grind higher as research info like Higher iPhone sales and higher Mac sales, plus higher Services point strongly towards a very strong quarter if not a blowout. Of course, all eyes and ears will be on Guidance for Q4 FY2026 and beyond, but my sense is Apple will guide to a break even margin QoQ and still have double digit revenue growth consistent with the first 9 months. Why? Because Apple management has prepared for this for the last year, and has already addressed memory costs, and continues to mitigate these issues. Hedges will also address currency headwinds for the last quarter and current quarter. IMO, the install base continues to grow, and the current install base has become its own self-sustaining moat of recurring revenue streams all around.'
on Premarket: Apple is green - 'It’ll take more evidence of such, but today certainly appears that the market has bought into Apple’s AI story.'
on Premarket: Apple is green - 'I’m reading the story of Sam Altman and Elon Musk exchanging public insults like middle school children. Truly amazing. Can you imagine Tim Cook getting into a war of words like this? We are so lucky to have Tim Cook as CEO. Talk about a steady hand on the tiller. The same goes for John Ternus.'
on Omdia: Apple and Samsung are soaring amid a smartphone downdraft - ' Xiaomi includes Redmi and POCO, Vivo includes iQOO, OPPO includes realme and OnePlus Are those their economy brands? Like JAL’s ZipAir economy airline?'
on Omdia: Apple and Samsung are soaring amid a smartphone downdraft - 'I’ve read several articles recently talking more about how Apple’s chips are specifically designed to make on-device AI seamless for the user. And this will get more obvious with the A20 chip coming out this fall. Along with a functional Apple Intelligence on board the new smartphones. This is a differentiation that cannot be matched. And I expect the rush from earlier adoptors, who will pay any price, for these high powered phones will trickle down to the lower end models that come out in the spring.'
