Robert Paul Leitao on Premarket: Apple is red - 'Apple ended Thursday trading off $4.23 or 1.30% at $321.66. By comparison the tech-heavy NASDAQ Composite closed down 2.15% and the S&P 500 dropped 1.21%. The shares are in the red $0.40 AH. On to Friday!'
on Premarket: Apple is red - 'A model railroad friend who worked for CSX at one time sold t-shirts (fundraiser for his dog’s medical expenses). It says “CSX – Tomorrow’s Freight Delivered Next Week” 🙂'
on Premarket: Apple is red - 'I’m thinking (hoping) today’s selloff is sympathetic to the selloff of others in the AI sector, who are expanding capex, with no further discussion on AI revenue generation. That AI revenue wall looms larger and larger, and it growth seems to correspond with discoveries about Apple’s on device hardware initiatives (aka rumors). Apple’s strategy is the right one. Even if on site AI servers aren’t ready for prime time (all indication Mac Minis are the preferred platform TODAY). In two years Apple is going to own this market. Of course, that means Apple is going to own the on device market, and that means Apps as well.'
on Counterpoint: iPhone shipments in China grew 23% YOY in June quarter - 'Hi, Daniel, That’s part of the reason for the drop, but there’s also the AI over-exuberance back flow.'
on Counterpoint: iPhone shipments in China grew 23% YOY in June quarter - 'Positive news being overshadowed by Iran conflict escalation. At least as far as Apple stock price movement today.'
on Premarket: Apple is red - 'It’s just getting started. The fine doesn’t even take into account the AI access the EU is demanding. Apple and Google can never do what the EU is mandating. https://daringfireball.net/2026/07/ec_google_guidance_android_ai_and_search_sharing'
on Premarket: Apple is red - 'Except Defence stocks. LMT one of my fave trades is up 11%. I assume my Aussie energy stocks will do very nicely tomorrow. I know diversification is a dirty word for some around here but it is always good to buy some counter cyclical stocks when they are low and every couple of years an opportunity arrives to make some good money in otherwise tough times. Rinse and repeat.'
on Premarket: Apple is red - 'Blood in the streets today. Tesla is down over 12%. Google Dow over 6%. Apple down nearly 2%. Brent crude over $100.'
on Premarket: Apple is red - 'If we can’t say the G-word…Eddie Munster is on today’s Odd Lots podcast.'
on Premarket: Apple is red - 'OT, but I just saw an article in the Guardian indicating Google was fined one billion by the EU. IIRC there was a recent article criticizing Apple for fighting the EU and not working with the EU like Google was. Riiight! Not that I’m terribly sympathetic to Google, but where does this crap end?'
on Premarket: Apple is red - 'John said “Is there an expected resistance level these days? $125? $120?” Man, I hope those were typos, of AAPL hit $125 you would think the world ended or China invaded Taiwan. Apple would never get down there organically because EVERYONE would have bought back in somewhere around $260-$270, a 20+% drop.'
on Premarket: Apple is red - 'Rodney Avilla said: ”Periodically, my financial advisor suggests that I diversify, although the last few years I thought that he had given up.” **Rodney, years ago, my wife and I considered ourselves “diversified” when we lost about $100,000 in the 1999-2000 Tech Crash. After that we went 100% AAPL and things have gone much better. 🙂 However, in the early years (2000-2010), our Charles Schwab advisor tried *very* hard to convince us to diversify once again. We ignored him and are very glad we did. IMO, if advisors were all that good at making investing decisions, they’d be wealthy from their own investments and living on their own private island.'
on Premarket: Apple is red - 'He recommended shifting from wealth creation to wealth preservation. So he recommends divesting out of stocks (Apple) over the next 18 months into less risky funds. He did not give specific fund names. PS- I have no intention of following his advice.'
