Joseph Bland on Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Pro - 'Thanks for the link, Farshad! As of the present, there is zero competition for the VP. Apple can take its time.'
on WSJ: The iPhone is gold - 'Homo sapiens can do some horrendous things. But at our best–that is, when we cooperate–amazing things can happen.'
on This week's Apple trading strategies (5/11-5/15/26) - 'MSFT and AMZN yes. META no. META’s history of failed products and legal woes will dampen investor’s interest in the equity.'
on Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Pro - 'Tune out the noise. Take signal from Max Bickley, Product Manager on NVIDIA’s Omniverse team who said, in so many words, that the AVP is the only platform that can handle the client side of their ‘reality streaming’.'
on YouTuber Vadim Yuryev anticipates a ton of new hardware at WWDC26 - 'Releasing a new AI software development focused Mac Studio might make sense at WWDC.'
on This week's Apple trading strategies (5/11-5/15/26) - 'FCF for Google, Microsoft, Amazon, and Meta will be flat, possibly at zero for Q3, due to capex. Will the market grant them a reprieve until 2027 and not penalize them in the short term?'
on Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Pro - 'Gruber, who is not without his own inside sources: https://daringfireball.net/2026/04/on_the_future_of_apples_vision_platform'
on Wedbush raises its Apple target $50 to Street-high $400 - 'My understanding is that he failed to deliver on the updated Siri resulting in the professionals from the Software Engineering department (Craig’s org) to be called in to the right the ship. How they got to that point without knowing it was a dud must be a pretty interesting story. Did JG lie to upper management about the progress? Did upper management not even ask about the progress and assume he would deliver on time and at scale? I have some hypothesis, but nothing more than that, yet like you said earlier, upper management was also bamboozled by Dag Kittlaus back when they made the original acquisition. Not a great track record.'
on Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Pro - 'A head on collision between a tricycle and a tank would be more competitive to watch. Eddie v. Horace? Bring it on and don’t forget the popcorn.'
on This week's Apple trading strategies (5/11-5/15/26) - 'Below are the one-year share price performances of the Terrific Ten equities ranked by percentage gains over this time and the percentage gains in the major stock indexes over the same period. Alphabet (GOOG) – up 154.93% Taiwan Semiconductor (TSM) – up 135.87% Broadcom (AVGO) – up 106.96% NVIDIA (NVDA) – up 83.35% Tesla (TSLA) – up 50.39% Apple (AAPL) up 48.52% NASDAQ Composite – up 46.40% Amazon (AMZN) – up 41.96% Russell 2000 – up 41.20% Walmart (WMT) – up 33.87% S&P 500 – up 30.63% DJIA – up 19.92% Meta Platforms (META) – up 1.94% Microsoft (MSFT) – down (5.26%) Berkshire Hathaway (BRK) – down (7.27%) Over this particular one-year period share price performances are apt to be strong for equities and gains in index levels are apt to be high because one year ago at this time share prices were bouncing off of “Liberation Day” lows. Apple’s 48.52% gain over this one-year period ranks the company 6th in performance among the ten components.'
on YouTuber Vadim Yuryev anticipates a ton of new hardware at WWDC26 - 'Unlikely (but possible) given the every 3 year history…. Apple Vision Pro (2023): The first major hardware category since the Apple Watch was unveiled here to give developers time to build spatial computing apps. Apple Silicon Transition (2020): Apple officially announced the move away from Intel, providing a “Developer Transition Kit” (a Mac mini with an A12Z chip). The Original HomePod (2017): First announced as a high-fidelity speaker and home hub. iPhone 3G, 3GS, and 4 (2008–2010): Early iPhones were actually summer releases launched at WWDC before the schedule shifted to the fall with the iPhone 4S.'
on YouTuber Vadim Yuryev anticipates a ton of new hardware at WWDC26 - 'No. New. Hardware. . WWDC is about software. I’m almost ashamed to bring out the age-old “developers, Developers, DEVELOPERS” meme, but I just couldn’t help myself.'
on YouTuber Vadim Yuryev anticipates a ton of new hardware at WWDC26 - 'Every year pundits put out their fan fiction lists of hardware expected at WWDC and every year Apple announces new versions of their operating systems so developers can prepare for the new hardware in the fall. Because it’s a developer conference. As in the DC in WWDC. Pundits publish their disappointments and then wait for next year when they can make up a new fan fiction list of hardware.'
on YouTuber Vadim Yuryev anticipates a ton of new hardware at WWDC26 - 'Isn’t it true that hardware announcements at WWDC tend to be linked to areas of developer interest? Most of these predictions don’t seem to fit in that framing.'
on YouTuber Vadim Yuryev anticipates a ton of new hardware at WWDC26 - 'Gets him hits. I’ve never heard of him but I don’t spend time in those circles. What’s his track record?'
on YouTuber Vadim Yuryev anticipates a ton of new hardware at WWDC26 - 'All these hardware items will more likely be announced via separate daily press releases the week leading up to WWDC.'
