Rodney Avilla on Alex Kantrowitz: A Gemini-powered Siri is 'OK for now' - 'Bussiness Insider: “Google LLC is the largest and primary subsidiary under Alphabet’s umbrella. It retains control over all of the well-known internet-related businesses, including Google Search, Android, YouTube, Gmail, Google Maps, and Google Chrome.” I believe Google is alive and well.'
on Premarket: Apple was red, turned green - 'Hi, Bart. “ Today’s decline…might have been Apple buying back..” AFAIK, the stock drops when sellers outweigh buyers, and vice versa. Please correct me if I’m wrong!'
on Apple resists, India caves - 'If only the EU could understand the foolishness of their ways…. smh'
on Mr. Market bought the Intel-fabricating-Apple-M-chips 'rumor' on Tuesday - 'Intel Inside??? No stickers please. 🙂'
on Premarket: Apple was red, turned green - 'Some of the bears are all excited that AAPL closed down $2.00 today, a drop of less than 0.72%, smallest drop of the Mag-7 today. When you look back at the last 2 weeks and are still holding a 6.8% gain, from $266 to $284, $18 higher, most long term investors aren’t bothered or worried by a $2.00 declines, it’s basically noise around Apple’s share price. If you look at the 6 month chart, it’s even more pronounced, rising from $202 to $284, a gain of $82 and 41%. Today’s decline is a bit of profit taking on a moderate 38M shares. Who know, it might have been Apple buying back at least 5M of them.'
on Premarket: Apple was red, turned green - 'Did anyone else feel the earth move under their feet just a little while ago?! About 15 minutes in today’s CNBC Power Lunch podcast, Dan Niles said something positive about Apple. Not so much about this year for Apple, but next year. Strange. I’m checking my hearing after getting back up from the floor!'
on Alex Kantrowitz: A Gemini-powered Siri is 'OK for now' - 'Apple and AAPL are looking better and better all the time…. Yes it is, and by this time next year i expect WS, not seeing the revenue growth (attributable to AI), will be scrutinizing the capex a whole lot differently than they are now.'
on Alex Kantrowitz: A Gemini-powered Siri is 'OK for now' - 'Kramer: It’s a write off for them. Jerry: How is it a write off? Kramer: They just write it off. Jerry: Write it off of what? Kramer: They just write it off! Jerry: You don’t even know what a write off is, do you? Kramer: No. Do you? Jerry: No I don’t!! – Seinfeld, Season 8, Episode 5 “The Package”'
on Apple resists, India caves - 'I had thought that this was a bargaining chip for India in regards to the Indian Government and Apple in a legal wrangle over new anti-trust laws in India. Maybe I was overthinking this…..'
on Apple resists, India caves - 'It almost seems like if you stand up to bullies, they might back down.'
on Apple at $286.19: Another day, another record close - 'Gregg, MacStadium has been rack mounting Mac’s for probably two decades now. They brought in Mac Studios a couple years ago.'
on Mr. Market bought the Intel-fabricating-Apple-M-chips 'rumor' on Tuesday - 'TSMC Overseas Fabs – A Success? It was a long read, but worth it. Quite interesting.'
on Apple at $286.19: Another day, another record close - '(From that release) During exhibition hours, NeurIPS attendees will be able to interact with live demos of Apple ML research in booth # 1103. These include: MLX – an open source array framework designed for Apple silicon that enables fast and flexible ML and scientific computing on Apple hardware. The framework is optimized for Apple silicon’s unified memory architecture and leverages both the CPU and GPU. Visitors will be able to experience two MLX demos: – Image generation with a large diffusion model on an iPad Pro with M5 chip – Distributed compute with MLX and Apple silicon: Visitors will be able to explore text and code generation with a 1 trillion-parameter model running in Xcode on a cluster of four Mac Studios equipped with M3 Ultra chips, each operating with 512 GBs of unified memory. FastVLM – a family of mobile-friendly vision language models, built using MLX. These models use a mix of CNN and Transformer architectures for vision encoding designed specifically for processing high-resolution images. Together, they demonstrate a strong approach that achieves an optimal balance between accuracy and speed. Visitors will get to experience a real-time visual question-and-answer demo on iPhone 17 Pro Max.'
