Roger Schutte on Premarket: Apple was green, turned red - 'Barrons article on Citi analyst trying to will Apple stock price back above $300. Apple News link: https://apple.news/Apo8gTDTmQgOYnt5LcufP5g'
on This week's Apple trading strategies (6/15-6/19/26) - 'John Gruber points out that, if EU ‘prosecutes’ both Apple and Google, EU users won’t get smartphone AI: https://daringfireball.net He points back to the Wash Post editorial (Robert, your link is still paywalled.)'
on This week's Apple trading strategies (6/15-6/19/26) - 'Hi, Bill. Whether it’s from AI super-stupidity or AI super-intelligence, the potential for damage from misapplied AI is real. Fortunately, Apple went back to the drawing board. Apple users will benefit because they did. Meanwhile, who else is following Apple’s lead? (crickets) Sadly, Apple will lose Europe because Apple refuses to stop improving their products, although the real losers will be Europe’s Apple users. But they’re in the minority, so who cares…. /s'
on Nate B. Jones' on Apple's AI strategy (revisited with index) - 'Rodney, Maybe I was hearing things wrong but I thought Nate Jones was saying that Apple wants to be the interface that decides what gets done on device and what goes to the server farm. In Nate’s model, who the customer is doesn’t matter. Apple wants to be the interface that decides where the work gets done. Now that may not be efficient enough for some customers who who need to go directly to the server farm. But if Nate is right about this, then Apple can be the interface for everybody else, especially those who aren’t sure where they need to be in this new world.'
on Premarket: Apple is green - 'Wow. I’m just watching that SpaceX rocket take off! The shares finished the day at $192.50, up $31.55 or 19.60% from Friday’s closing price. Overnight the shares are currently trading up about $17.50 at $210 a share. That’s a long way from Friday’s initial IPO price of $135 per share! Apple closed up $5.29 per share at $296.42. The shares are currently up overnight $0.44 at $296.86.'
on This week's Apple trading strategies (6/15-6/19/26) - 'I’d say the greater and more immediate threat is AI super-stupidity, rather than super-intelligence. There was a story a month or two ago about a company using one of the “leading” AI bots to strengthen security code in their proprietary B2C software interface that clients use for booking and tracking orders, and discovered within mere minutes that the bot had introduced coding changes that it had explicitly been directed to not make that resulted in the irreversible loss of all booking records for all clients using the software, going back months. The LLM proferrers are nowhere near super-intelligence, and will never get there if they’re hoping to do it with their LLMs.'
on Siri is dead. Long live Siri AI - 'I had to memorize that poem for a college English course. Thanks for the flashback.'
on Jeff Bezos' WashPo takes Apple's side against the EU - 'When people see what they are missing, maybe they will demand change. There is no way Apple should grant everyone access to all users data. They will die on that hill and I don’t blame them.'
on Nate B. Jones' on Apple's AI strategy (revisited with index) - 'I love the concept. So one wonders why not? Why they back away from the old Mac Server type? I suspect three answers. 1) Cultural. Tim keeps saying ‘enrich people’s lives’. He wants the org to focus on personal, not enterprise, etc. 2) Tim also gave a call to arms re AI. There’s a ton of work to build and perfect what they launched at WWDC. And a ton more work to build and support the ecosystem. 3) Nvidia’s RTX present a potential threat to client-side AI. (I think Apple wins this, but ‘only the paranoid survive.’) Apple Macs already handle 12 B parameter models. An M5-ultra, likely later this year, could double that.'
on Premarket: Apple is green - 'Shortly before 5:00 PM Eastern a block trade was posted on shares of AAPL at ~$315.00. Typically a block trade is defined as 50,000 shares, or more. I’m guessing that, by virtue of the time this trade was announced, the price paid and the volume involved, neither the buyer nor the seller wanted to influence intraday activity. Since that trade activity has centered around $296.xx.'
on Nate B. Jones' on Apple's AI strategy (revisited with index) - 'Agreed. They were almost there with the old Mac Server. Then they backed out. I thought that was a mistake. I still do.'
on Nate B. Jones' on Apple's AI strategy (revisited with index) - 'We’ve mentioned this before but it bears repeating: Let’s assume Apple could easily make dual or quad Mac CPU systems already preconfigured and internally connected inside a 1 or 2 unit tall rackspace with 8 to 12 inch depth and minimal requirement of fan cooling or excessively huge power supply. 6 or 8 CPU units are easily also possible in a 2U to 3U rack space of similar or deeper depth. Assuming sufficient M5 to M6 chips of regular, Max, Pro or Ultra chips, and now of course, memory, if Apple wanted to go into some volume production, it could serve the small business to large business market rather easily, although it would require investment into a significant production line and of course tooling and supply for this form factor which would be more expensive than the standard Mac Mini or Mac Studio regular housings. Some would suggest all new motherboards with direct connections, multiple CPU sockets and larger arrays of unified memory, sort of Mac Pro units in a server format. Anything is possible and it’s quite possible Apple already has this operational in its own secured servers running its own networks. The question simply is whether Apple wants to be involved with enterprise level networks with specific Server type products. It’s certainly addressable from the hardware side, just whether Apple wants to be in that market or not.'
on Siri is dead. Long live Siri AI - 'I upgraded my iPad. Everything fine, but you should expect several days of indexing during which there will be periods of huge battery drain that low power chargers cannot keep up with. Overnight you should be using at least a 20W charger, better 30W. After a couple of days I got off the waiting list, even though some indexing is still going on.'
on Siri is dead. Long live Siri AI - 'Now on Beta27. Also on Waitlist. I did try the Photos Cleanup, Extend, and Reframe features as part of the iOS27 features. Works great!'
