Bill Fouche on Mark Gurman: Look how I took Apple down a peg today - 'Exactly, Roger. “In the spring of last year, Apple delayed the rollout, saying the new Siri would instead arrive in 2026. It never announced more specific timing.” We should not dignify Gurman’s effort to make his own earlier poor and thinly sourced prediction look like its Apple’s problem. It’s Gurman who bungled this. Apple’s got 10 full months left to deliver on its promise.'
on Mark Gurman: Look how I took Apple down a peg today - 'From Bloomberg: “Apple Inc.’s long-planned upgrade to the Siri virtual assistant has run into snags during testing in recent weeks, potentially pushing back the release of several highly anticipated functions.” **Many people on this blog are wealthy because they understand the true meaning of the word,potentially, when it’s used in news about Apple from unreliable sources.'
on Mark Gurman: Look how I took Apple down a peg today - 'All of this on the day that Apple was going up while its cohorts were moving in the opposite direction. The timing is impeccable at the very least. Something about dice and god comes to mind. ¯\_(ツ)_/¯'
on Evercore is sticking with its $330 Apple target, despite report of Siri snags - 'Apple hasn’t announced squat. So this is all FUD.'
on Evercore is sticking with its $330 Apple target, despite report of Siri snags - '“…I’ll be damned if Mark Gurman is going to influence my decision…” The yo-yo is a perennial fact of AAPL. So is investors kicking themselves for unloading their AAPL too soon….'
on Japanese developers line up for free rides in the Apple App Store - 'Hi, David. I think you’re asking the wrong question. It’s not what drove AAPL temporarily up $5 today, it’s what drove it back down. Yeah, there’s a report that it’s taking longer to finalize Smart Siri than some unnamed source thought it would, but really, that’s just hearsay based on hearsay. Nothing fundamentally changed. Options are still undervaluing AAPL, as shown in the weak Max Pain tea. I’d also note that 51 M shares traded hands today, which is above average. Ergo, there are two opposed opinions about how investable Apple is, so the yo-yo continues to go up and down…'
on Evercore is sticking with its $330 Apple target, despite report of Siri snags - '“My take: I wouldn’t have been as forgiving.” While true for most of us, Apple didn’t ask for our permission. Apple is still relying on (not asking us) user and investor trust in their processes for developing Siri 2.0, at least to Apple’s requirements and privacy expectations. IMO, this does not happen on any kind of regular schedule or hews to a particular set of deadlines. Just compare this to delivery and deployment of AI systems that hallucinate, get stuff wrong even though they’ve been trained on supposedly accurate (yeah, right) data, and has that been vetted and reviewed by humans who still remain able to discern bullshit? Its going to ship when it ships, and I’ll be damned if Mark Gurman is going to influence my decision to stay associated or invested in Apple.'
on Evercore is sticking with its $330 Apple target, despite report of Siri snags - 'My corporate attorney was fond of saying: “If I had eggs, I could have ham and eggs, if I had ham”. These reports sound like that kind of conviction.'
on Mark Gurman: Look how I took Apple down a peg today - 'will the reporting media take Bloomberg and Gurman down a peg? Nah. No accountability in today’s media, and particularly not for ANALyst reports. The attention span there is about 3 weeks…'
on Evercore is sticking with its $330 Apple target, despite report of Siri snags - 'Still an assessment based on RUMOR not facts released by Apple. Caveat Lector (and Investor)'
on Japanese developers line up for free rides in the Apple App Store - '“Create something that acknowledges it deserves a commission….” Thank you, Wesley Hilliard and AppleInsider, for telling us exactly where YOU stand on whether or not Apple deserves a commission for a presence in their own store. Utter poppycock.'
on Mark Gurman: Look how I took Apple down a peg today - 'And if Apple works through the problems and releases updates as originally planned, will the reporting media take Bloomberg and Gurman down a peg? Will Gurman lose credibility in PED’s eyes when Gurman is wrong again? The reader should note that Bloomberg still has not retracted the false story ‘Big Hack’ from 2018'
on Evercore is sticking with its $330 Apple target, despite report of Siri snags - '“My take: I wouldn’t have been as forgiving.” Correction: You WEREN’T as forgiving…'
on Evercore is sticking with its $330 Apple target, despite report of Siri snags - 'My take: I wouldn’t have been as forgiving.” I too had my hopes built up. But I guess the lesson is- don’t built your hopes on rumors.'
on Mark Gurman: Look how I took Apple down a peg today - '“My take: It’s not about Gurman. It’s about Apple. The company leaks credibility every time this happens.” Every time what happens? A product takes longer to develop? What’s with the impatience? Yes, somebody at Apple screwed up a year or so ago, and shot their mouth off. This isn’t even remotely the same, PED. How long are you going to keep beating this dead horse?'
on Investor's Business Daily saw a $277.84 'buy point' for Apple - 'That’s an insult to cat litter boxes…'
on Mark Gurman: Look how I took Apple down a peg today - 'Yeah. Rumors from Gurman are not an indictment of Apple’s delivery. Apple needs to get Siri right, and won’t announce anything until it is.'
on Mark Gurman: Look how I took Apple down a peg today - 'Re: Your take. The product announced for release in 2026 hasn’t been released by Feb 11, 2026'
on Premarket: Apple was red, turned green - 'After reaching a high $280.18 in afternoon trading, Apple settled in for a gain of $1.82 to close at $275.50. All four major indexes ended lower on the day. Broadcom closed up $2.32 at $342.76. IBM dropped $18.95 or 6.50% to close at $272.81. Apple supplier Corning gained $4.80 on the day to finish at $132.90. Good to see Apple move higher after two days of ending in the red.'
on Premarket: Apple was red, turned green - 'In early 2008, Apple was valued at about $7/share. Then the Great Recession hit, and Apple spent the next decade in the weeds, selling “like a steel mill going out of business”, per Horace Deidu. Then Apple’s Great Revaluation happened, and it’s value on the stock market permanently tripled on average (from 10 to 30+). But that didn’t end the attacks on Apple’s valuation, as a casual look at the stock price following the Great Apple Revaluation makes blindingly obvious. Like Rodney Dangerfield moaned, Apple just don’t get no respect. I won’t go into my opinion of the reason why, mainly because it’s far less important than the reality: Time and time again, Apple becomes pretty horribly undervalued.'
on Investor's Business Daily saw a $277.84 'buy point' for Apple - 'small values like this make me wonder how many “Technical Analysts” understand the concept of ‘noise in the signal.’ Changes of less than 2% strike me as ‘not statistically significant’.'
on Investor's Business Daily saw a $277.84 'buy point' for Apple - 'Public Service Announcement: In the long run, technical “analysis” is about as likely to make you money as reading chicken entrails, tea leaves, or cat litter boxes.'
on Premarket: Apple was red, turned green - 'This may be a rehash of old news. It has been known for some time that all the enhancements of Siri will not be released all at once (in March), but will be spread out over several updates. The most significant parts will probably be announced in June. When this was initially announced I thought Apple would take a significant hit, but it did not happen.'
on Investor's Business Daily saw a $277.84 'buy point' for Apple - 'Let’s wait til $280 to buy the stock. Okay? Sounds like a big serving of dumb.'
on Premarket: Apple was red, turned green - 'I’m looking for that. To! 🙂 I just wish it had stayed down for a couple more days so I could have reinvested my dividends at a lower price. Such first world problems!'
on Premarket: Apple was red, turned green - 'The 2:45 pm one minute $3+ drop was from a Bloomberg headline “Apple’s latest attempt to launch the new Siri runs into snags”. Say it ain’t so, Joe.'
on Investor's Business Daily saw a $277.84 'buy point' for Apple - '$280.90 was the high daily tic last Friday.'
on Japanese developers line up for free rides in the Apple App Store - '@David: Nothing that I could find. Other than perhaps once again Apple is the safest ATM in the market of equities.'
on Japanese developers line up for free rides in the Apple App Store - 'OT, but can anyone tell me what news caused AAPL to pop like $5 today? (I was going to ask what cause AAPL to plunge like $5 a day or so ago but never got around to it.) While I don’t expect new highs in the immediate short term (next few weeks, month or two, as there don’t seem to be particular catalysts), I’m wondering if we might get back to the $288 high (I’ve got a particular transaction waiting to get back up there). I’ve been tuned out of financial news for a bit because I’m just in cruise mode, aside from one transaction I need to do in the next 2-3 months…'


