Hap Allen on Apple is coming to a sports bar near you - 'Rent AVPs to customers? How might that experience mix with alcohol?'
on Premarket: Apple is red - 'Meanwhile, AAPL’s Max Pain remains a dragging anchor. However, volume yesterday was only 55% of average, so Apple shorters are still very much spitting into the wind…. AAPL is now up 7% on the 1 year chart, and 44% on the 2 year chart….'
on Premarket: Apple is red - 'Good news for Apple, and the economy. And it’s a sign that the Supreme Court is not happy with everything this President does.'
on Why are so many people selling their brand new Apple iPhone 17 Pro Max? - 'I find it interesting when a phenomenon occurs (iPhone 17 trade ins) with no explanation as to why (survey of traders), how people will fill in the blanks based on their world view (personal biases?). I know, I do it all the time. But I do try to catch myself- wait for more info before jumping to too many conclusions.'
on Apple sued for 'child pornography' by W. Virginia's Republican Attorney General - 'Trust Big Benevolent Brother! Yeah, right….'
on Apple is coming to a sports bar near you - 'My take: Okay, but do sports fans in bars care a fig about who’s delivering the games they’re watching? Psychologists tell advertisers that they do. Which is why advertisers pay big bucks just to have their name out there (superbowl ads that say nothing about the product, sports stadium names, etc).'
on Premarket: Apple is red - 'It’s a very complex ruling, in terms of who supported what reasoning. At 6-3, it’s a clear defeat for Trump. So far (I’m about 20 pages into 170 pages), here’s what jumps out: (1) Majority rejected the core arguments that the language in the act explicitly enabled tariffs. (2) they did so through ‘Major Questions’, although that was controversial in its own right. (3) they make it clear that ’emergencies’ can’t override basic constitutional rules. The decision does explicitly address and reject arguments in the dissent.'
on Apple sued for 'child pornography' by W. Virginia's Republican Attorney General - 'Public crusades for morality are never about protecting the children; they’re about control.'
on Apple sued for 'child pornography' by W. Virginia's Republican Attorney General - 'That’s where you are wrong Bill. The concepts of privacy, small government, state rights, fiscal responsibility, etc. – are all fig leaf’s to cover and enable the GOP to shovel money to their old white pedo bosses. Guardians of Pedophiles, indeed. They stopped being the party of Lincoln after Eisenhower.'
on Premarket: Apple is red - 'Supreme Court just ruled 6-3 Trump’s “emergency” “Liberation Day” tariffs are illegal (no surprise on who dissented). So that should have some pretty significant implications for companies importing goods from countries in the absence of any rationale for tariffs based on false reasons or simply pressure tactics from Trump et al.'
on Apple iPhone SOS to the rescue - 'If the iPhones weren’t entirely redundant – meaning if every one of those skiers and guides didn’t have an emergency satellite beacon and communication device for aiding and locating back-country skiers, and facilitating immediate searches for buried members in hopes of saving them – then none of them had or has any business being anywhere in the back country. Especially with such a massive storm on the way.'
on Apple sued for 'child pornography' by W. Virginia's Republican Attorney General - 'If only the office held by Attorney General McCuskey gave him the powers to investigate all manner of suspected criminal activity within his jurisdiction, to tap a suspect’s internet activity, to obtain search warrants on a showing of probable cause, and to subpoena a criminal suspect’s online document storage. If he had such investigative powers, surely he would not be complaining that third parties like Apple were failing to do his police work for him. (I’m old enough to remember when the GOP championed individual privacy and small government. Under Trump they have become the party of routine mass surveillance.)'
on Apple sued for 'child pornography' by W. Virginia's Republican Attorney General - 'I think an essential element of any such legal claim should be the presentation of an anti-porn system that maintains privacy. Otherwise, all they are saying is “We want to see what is on your computers whenever we want.”'
on Apple sued for 'child pornography' by W. Virginia's Republican Attorney General - 'And Apple’s different from all the other cloud storage providers how? Also, by this logic, where’s the flood of law suits against all the telcos and internet service providers whose services actually are used to transmit child porn? That said, there are far more obvious legal targets, like Musk’s xAI company, that now is both a tool and an environment for creating and distributing illegal deepfake porn.'
on Apple sued for 'child pornography' by W. Virginia's Republican Attorney General - 'Not sure about the law on this at all. But, it seems to me, that if you think that Apple is being used by criminals to do something illegal and something should be done about this, by extension, could you say the same thing about safety deposit boxes? I would bet lots of illegal things being stored in them despite most people using them for keeping their precious, non electronic valuables safe.'
on Apple sued for 'child pornography' by W. Virginia's Republican Attorney General - 'He is suing when he found pics on Trump’s iPhone.'
on Premarket: Apple is red - 'Index futures are red across-the-board this morning. Apple, which closed down $3.77 on Thursday to end the session at $260.58, is off another $1.83 at $258.75 ahead of the bell today. Walmart, which reported early yesterday fell $1.75 to finish the day at $124.87, is off $1.08 pre-market today. Alphabet is in the green pre-market $1.92 at $305.43. Today’s session begins in about five minutes…'
on Why are so many people selling their brand new Apple iPhone 17 Pro Max? - 'I recently spoke with someone who traded in their 17 Pro Max for a regular 17 because of size. The 17 Pro Max is bigger than older models and would no longer fit into his pants pocket. I suspect he would be a candidate for a foldable phone, if only Apple would release one of those…'
on Premarket: Apple is red - 'I often ponder this. Given the GDP growth just came in at 1.4% vs expected 2.5%, and PCE inflation 2.9% vs 2.8%, it would appear they are not able to wholly manipulate the reports given how bad they were. Were it not for the AI trade, our economy would be getting shellacked.'
on Why are so many people selling their brand new Apple iPhone 17 Pro Max? - 'I’ve never known one person to just sell iphone and not buy another (i)phone and I’ve never known anyone to sell a nearly new iphone. But for many people times are tough and Trump is not doing anybody any favors, quite the opposite. Unless of course you’re mega rich, or a pedo, then he’s doing just fine for you. Trump-Epstein files, please.'
on Apple is coming to a sports bar near you - '”Okay, but do sports fans in bars care a fig about who’s delivering the games they’re watching?” Depends on the advertising. Ads that tie the iPhone and Apple Vision Pro with the presentation could make the viewer feel a part of the production. It’s been years since I’ve visited a sports bar, but I may have to return, if for no other reason than to see how patrons react to Apple’s presentations. Of course sitting down to a nice prime rib dinner wouldn’t hurt.'
on Premarket: Apple is red - 'AAPL closed red, down 1.4%, but volume was a very low 26.7 M trades. That’s about 55% of AAPL’s average volume of 48.6 M trades, to add perspective. The close was also $260.58, or better than $5/share over this morning’sMax Pain number. Lots of “wag the dog” going on in the world right now….'
on Premarket: Apple is red - 'Another OT but relevant story: “‘This is very serious’: Judge threatens AI glasses wearers with contempt during Mark Zuckerberg’s testimony The incident, which took place during a closely watched social media trial, reflects broader concerns over smart glasses and the loss of privacy in public.” Excerpt From “‘This is very serious’: Judge threatens AI glasses wearers with contempt during Mark Zuckerberg’s testimony” Fast Company https://apple.news/Ayex9KUsVTwG8TPvPdnuRBw This material may be protected by copyright.'
on Apple chart of the day - '”I also wonder if a few more dollars spent may have aided Siri and *avoided* Google being the soul behind the Apple Intelligence chassis.” I think Apple has an expenditure roadmap that coincides with a projected launch date. SIRI, based on TC’s launch forecast a couple years ago, has set a new launch date of Summer 2026. I think SIRI’s development is independent of Apple choosing an Apple Intelligence partner. The delay may have actually worked in Apple’s favor, giving Google more time to integrate Gemini into Apple Intelligence. SIRI, according to many has been (politely) a disappoint. I don’t think Apple sees it that way. It was never going to compete with Google search. Apple bought it for some other use, but the technology just wasn’t ready for what Apple intended. Instead of furthering SIRI’s intended purpose (and alerting the competition as to Apple’s intent) Apple sat on it until LLM AIs matured and assumed the role of Apple Intelligence partner. Having multiple Apple Intelligence “partners” eliminated potential roadblocks in totalitarian government where censorship is widely practiced (China). This eliminated the need to fork many versions of SIRI as a primary AI engine. As we have witnessed, Apple has partnered with an AI developer in China different from Google. The point of SIRI is to be the on device, voice controlled AI, limited to what is allowed in the markets it is offered. My guess is that the majority of inquiries will fall into this category, with a much smaller quantity being passed through to an Apple Intelligence partner. No matter where the inquiry is serviced, user privacy with be protected by Apple’s Private Cloud Compute feature. Integrating that into multiple geographic (read political) territories creates a complexity that none of the other Search developers must contend with. Throwing more dollars into SIRI’s development would not have advanced SIRI’s capabilities until AI development had reached an internally defined point. I think that point has just now been reached. In order to meet a Summer 2026 announcement date (not necessarily an actual release date) a fully capable version of SIRI must be in testing mode now. I think it is and we will see the fruit of Apple’s labors at WWDC 2026. Lastly I don’t believe that AI can be monetized above that of a commodity. Apple will make more net AI income than its partners will, because it hasn’t pursued the LLM model pursued by others, but whose models will benefit Apple.'
on AI gobbled up 400,000 U.S. jobs last year — Professor - '@Ted Kluger – Thanks for posting the link, Ted! It’s just like you said…the article is both fascinating AND scary!'
on There's a new daily Apple blog in town: Asymco One - 'Horace always impresses me with his insight and analysis; I’d love to subscribe but $750 is a pretty high price tag for, as Rodney says above, a pretty devout ‘holder’. I’ll have to give it some thought. OTOH, I have canceled a lot of other subscriptions and services over the past year… 🙂'
on There's a new daily Apple blog in town: Asymco One - 'I’m in. Been following Horace for many years now…..'


