Recent Comments

  • Bart Yee on Apple at $341.07: A new record close - 'Yep, NVDA and AAPL are the only two companies who have surpassed the €4 Trillion mark, NVDA at €4.76T currently and AAPL at €4.40T. No other company has breached €4T and none have breached €5T in euros, so far. Today, NVDA is at $5.43T USD and AAPL is at $4.977T USD, needing to clear and close above $342.71 to get to $5T again (slightly higher price due to slight decrease in shares because of recent buybacks). The highest EU company currently is ASML, the supplier for highest resolution semiconductor lithography used to created ever smaller semiconductors at €566B or $670B USD, placing it #21 in worldwide market cap.'
  • Neal Guttenberg on Apple at $341.07: A new record close - 'Joseph, It just goes to show. As Roseanne Roseannadanna used to say “its always something”'
  • Stephen Gordon on Saturday Apple video: The Smithsonian Steve Jobs Interview (4/20/95) - 'He talked about the school system almost stamping out his sense of curiosity at a young age. Glad he prevailed.'
  • David Drinkwater on Apple's market cap keeps bouncing off $5 trillion - 'Yes, yes, yes! 1000 times yes! My old Time Capsule is suffering terribly, and I actually do occasionally rely on Time Machine to unf*ck personal errors. I would love to Apple to be my home WiFi network. All my home gear is dependent on WiFi. I want that to be Apple. (Nothing against Eero, but I want it to be Apple.)'
  • Gregg Thurman on This week's Apple trading strategies (9/28-10/2/26) - 'It would appear that with recent product announcements, the market thinks Apple/AAPL has a future. I’m content to wait for October’s Earnings Report and GUIDANCE. If GUIDANCE is to my liking I’ll be jumping into ATM (on the day I buy)January options, using the balance of my $42,500 wild money account.'
  • David Drinkwater on Yahoo!Finance: John Ternus should be a happy man - 'Wishlists and dreams. “This is the stuff which dreams are made on.” And large personal fortunes, if you are patient. Still, it’s always fun to fantasize. And count money.'
  • Gregg Thurman on Meet the market for Apple Intelligence - 'I’d love to, but I’m having extreme difficulties signing on.'
  • Romeo Esparrago on Apple at $341.07: A new record close - 'Wish i had your problemes, monsieur PED. Comment ça va?'
  • Jonny T on Apple at $341.07: A new record close - 'I would love to have a conversation with the people that made up that jury. But then I may lose all faith in humanity…'
  • Joseph Bland on Apple at $341.07: A new record close - 'Just a heads-up: US jury says Apple owes record $5.7 billion in haptic technology patent case – Reuters (Apple Business News) “A US jury ruled that Apple (AAPL.O) owes San Diego-based Taction ​more than $5.7 billion for using its patented ‌technology to power the haptic feedback in iPhones and Apple Watches. Apple said it would ​appeal the country’s largest such verdict to ​date. *The jury said on Friday that ⁠Apple’s Taptic Engine, which creates tapping vibrations, ​infringed two Taction patents *Apple’s Taptic Engine is ​fundamentally different from Taction’s technology, which Taction’s own testing of Apple’s products confirmed during trial,” Apple ​said in response *Apple does not use Taction’s ​technology, and we will appeal,” it added in a ‌statement *We’re ⁠happy the jury found for Taction and vindicated its patent rights,” said Taction attorney Lance Yang. *Taction, which uses its technology ​in headphones ​and gaming ⁠headsets, filed the lawsuit in 2021 *Apple denied the allegations and ​said the patents were invalid *The US ​Court ⁠of Appeals for the Federal Circuit revived the case last year after a San ⁠Diego ​federal judge ruled in ​2023 that Apple did not infringe the patents” Here we go again….'
  • Ben Gepp on Apple at $341.07: A new record close - 'But, if we didn’t have a stupid war, Stupid in the White House, and an AI roll-out that was regulated (thus avoiding the RAM issue) imagine where Apple/APPL would be now. I am comparatively wealthy, (APPL has served me well in the last 26 years) yet I look at the current prices and they’re eye watering… Cost of living issues are very real to the average person (we here are generally not the norm), at some point that is going to bite.'
  • Kirk DeBernardi on Meet the market for Apple Intelligence - 'Gregg T. — Check out the NRP’s ‘Planet Money’ podcast episode ‘Middlegarchs Are The New Oligarchs’ (Sep 25, 2026) for a great dive into how this is so true. (Great podcast, BTW — 😉 )'
  • David Emery on Apple at $341.07: A new record close - 'The price of AAPL in Euros would be smaller numbers 🙂'
  • Philip Elmer-DeWitt on Apple at $341.07: A new record close - 'Fixed. That’s what I get for trying to correct a headline on an iPhone from the table of a French restaurant. In France. '
  • Hap Allen on Meet the market for Apple Intelligence - 'It seems to me that if you have to “win users’ trust,” you’ve already lost it. And may never get it back?'
  • Robert Paul Leitao on Apple at $341.07: A new record close - '@PED: Just a correction. The all-time closing high yesterday was $341.07. Your headline reads $347.07. Of course, I’m looking forward to Apple’s share price reaching above and beyond $347.07 sometime soon.'
  • Joseph Bland on Apple at $341.07: A new record close - 'Hi, Chris. Well, it would have if all the dates were consecutive. Lots of jumping around there…. Which is itself a very good point! A shorter option bet is riskier. Buy and hold is the epitome of a conservative investment bet….'
  • Joseph Bland on Premarket: Apple is green - 'Sorry, Rick; forgot to mention that was you I was quoting….'
  • Richard Gayle on Apple at $341.07: A new record close - 'I call it the Howard Cosell approach to reporting. Often on Monday Night Football, Howard would set up an extreme narrative — like the Eagles are going to crush the Cowboys. Then if it turned out that way or even if it was a close Eagles win, he’d take the credit for predicting it. And if the Cowboys did win, he could go on about what an amazing event it was, that it could not have been predicted. These sorts of narratives make it easy for even good, but lazy, reporters to fill their required media obligations. The financial arena is filled to the brim with poor, and lazy, reporters.'
  • Chris De Armond on Apple at $341.07: A new record close - 'You don’t need to be a chart reader to see the Apple stock trend. This table has 30 AT closing highs in the last 54 trading days.'
  • Joseph Bland on Premarket: Apple is green - '“ All you need to do is look at a five-year chart of AAPL…”. Upvoted! And if it still isn’t obvious, check out a ten-year and an all-years chart. BTW, I just came across this New Yorker article that makes a very good point about AI, and possibly a relevant one about ASI Artificial Super-Intelligence): apple.news/AXqLAWUaETkewzDgXAI-0SA “…the moment of invention is a mere prelude to the unglamorous saga of “diffusion”: how a new technology burrows into firms, municipalities, processes, and people.” Sounds an awful lot like Apple to me….'
  • David Emery on Apple at $341.07: A new record close - 'Yet the doom continues. Duo is to expensive. They can’t make enough to meet supply. 18 Pro sales are disappointing. There’s nothing compelling in the 18 worth buying. Apple continues to be sued for patent infringement. Regulatory risks, in EU, US and other jurisdictions, continues to grow. Ternus is too inexperienced to manage Apple. Yadda, yadda, yadda.'
  • David Emery on Premarket: Apple is green - 'It’s technical analysis. The planets weren’t in the proper alignment back in April.'
  • Rick Povich on Premarket: Apple is green - 'I saw this yesterday after the closing bell and I’m still scratching my head over this seemingly illogical concept. From Investor’s Business Daily: “ Apple Shares Nearing Breakout Apple stock sports a decent Accumulation/Distribution Rating of B+. That indicates institutional investors have been buying more of the stock over the past 13 weeks. Shares of Apple headed toward a sixth straight week of gains after basing for eight weeks to form the current cup pattern. The stock hit a high of 344.57 on July 29, which serves as the buy point. Days after that, the Big Cap 20 stock dropped over 7%, with investors disappointed by Apple’s revenue forecast and concerned about potential component constraints. But since then, shares have rallied back with gusto and decent volume. The stock eventually retook support at its 50-day moving average and is also back above its 21-day line.” Again, if these folks are so smart, why not buy the stock back in April at ~$250? AAPL shares have been headed toward a fifth straight month of gains since then. OK, the publication is looking at some technical data, but what’s to say after AAPL hits a new record and, spontaneously, one of the bottom-feeder ANALysts (you know who you are) decides to throw out another silly downgrade and a price target of $123.50. You’ll be looking at another 7% decline. All you need to do is look at a five-year chart of AAPL and see the trend line has been upward. Or, maybe check in with CNBC and follow their tarot card predictions.'
  • David Emery on Premarket: Apple is green - 'On buying Samsung appliances, I’m reminded of this scene from “Animal House” https://www.youtube.com/watch?v=MYQCb3qrBpo'
  • Bart Yee on Premarket: Apple is green - 'And more perils of AI infused home appliances, this time in S. Korea home market ‘I can’t believe it’s already broken’: Samsung customers are complaining to the company over spoiled food after an update bricked AI smart fridges Samsung customers flooded an online community with dozens of comments this week about issues they’ve experienced with certain models of their not-so-smart AI-powered smart refrigerators.  “On Tuesday and Wednesday, Samsung Electronics’ online community forums were filled with dozens of posts from “Samsung Members” claiming their refrigerators became inoperative following a firmware update from the company’s smart home platform “SmartThings.” The customers reported that following the update, refrigerators went offline, with internal lights not turning on, and cooling and freezing mechanisms not working. ” ““Samsung told me to update, so I did, but it broke down,” one user wrote in a post translated from Korean to English. “The meat and everything else is about to spoil. Where can I get compensation for this, and when is the refrigerator going to be fixed? I bought this this spring, and I can’t believe it’s already broken.” The glitch is the latest example of consumers’ complicated relationship with smart home technology, which has correlated with growing anxiety over AI products more broadly, even as AI adoption continues to increase. A December 2025 survey of 5,000 U.S. homeowners by smart home security firm Vivant found that despite 85% of respondents own at least one smart home device. Still, unease about the category is apparent this year:  Samsung’s decision to display ads on its smart fridges’ screens drew customer backlash earlier in 2026” Excerpt From “‘I can’t believe it’s already broken’: Samsung customers are complaining to the company over spoiled food after an update bricked AI smart fridges” Sasha Rogelberg FORTUNE https://apple.news/ALWHa9vwqRuaHd6K9rpqmwQ This material may be protected by copyright.'
  • Bart Yee on Premarket: Apple is green - 'Here’s a laugh for ya, but it underlies a crime wave stalking high value computing equipment. https://apple.news/A8U7LPnrHTOWyOXsV6EMqrg Thieves Stole ‘Nvidia’ Trailers. They Got 20 Tons of Sand They likely came for silicon—but left with silica.'
  • Gregg Thurman on Meet the market for Apple Intelligence - 'As long as you make a profit in one of those three years, you should OK. People can be bad business people, but not for long. That attitude bothers the heck out of me as the wealthy have access to legal shields, ostensibly open to everyone, but in reality only make sense to very high earners, cutting their tax obligations more than the average Joe makes annually.'
  • Rodney Avilla on Meet the market for Apple Intelligence - 'I assume a significant percentage will be by people writing off their hobby, for 3 years anyway. After that, the IRS may label your ‘business’ as a hobby, disallowing any write-off.'
  • Bill Haymaker on Trump, Xi, Huang, Cook - 'I find it interesting that no one ever mentions that Tim Cook speaks Mandarin.'