Bart Yee on On TV, Cupertino (Apple) plays the heavy - 'Based on the comments, apparently the bulk of the series is shot in New York and New Jersey due to tax breaks, veteran film crews. Many Cupertino residents complained the areas look nothing like Cupertino or Silicon Valley, plus there’s no Asians which make up a lot of the Valley. Interesting that the computers shown in every shot are MacBooks with the Apple logo prominently or reasonably displayed (no one would be caught dead with an HP or Microsoft Surface device!) so I wonder if Apple didn’t provide some cooperation? Or CBS/Paramount correctly surmised the American population would recognize an Apple logo much more readily as tech than HP, Lenovo, Asus, or Dell. As for any tablets, they all look like iPads anyway so it wouldn’t matter. The real telltale of Apple cooperation is that both Big Tech and little guys law firm would all be using latest iPhone Pro models (wonder what distinctive and recognizable colors) that over 60% of the US uses. I wonder besides Apple, Google and OpenAI mentioned if NVidia, META, Samsung, Oracle (CBS/Paramount’s owner’s father), Cisco, Salesforce, Intel, Adobe, AMD, eBay, PayPal, Uber, Intuit, AirBnB, HP Enterprises, Block, Broadcom? Those are the top 20 Silicon Valley area tech companies. Excluding Apple, the other 19 companies have laid off 155,000 people worldwide in the last 4 years, about 100,000 in the US, of which 50,000 were in Silicon Valley/California. (By contrast, Apple only laid off, at most, 1200 and lost other to attrition, retirement, and poaching). So there’s plenty of people cases to choose from and of course, small businesses like developers, suppliers, and even non-tech like food, real estate, service providers, heck, even delivery and the pizza shops that could be damaged by tech. Wonder if there will be cases involving employees leaving for greener pasture but taking or accessing prior employer secrets (how timely), defending an iconic designer now working for a different big tech, a tech whistleblower wrongly fired, tech store employees trying to organize, or a small company claiming patent rights and seeing big tech using those patents in a successful product? Lots of easy stuff to base stories on, plenty of examples from all over.'
on Premarket: Apple is red - 'I don’t think iPhone and AVP are equivalent in market expectations. Lack of availability for the “Ultra” will have a significant impact.'
on Premarket: Apple is red - 'Into the final 15 minutes of trading today and Apple is now down $7.50 at $320.71. Microsoft is also down this afternoon. Its shares are trading off $10.27 at $499.85. Running hotter on the day is Vertiv Holding, a major data center supplier. The shares are up $11.25 or 4.18% at $280.08. We’ll know soon how the market ends the day…'
on On TV, Cupertino (Apple) plays the heavy - '“…a company devoted to the remunerative wonders of destroying people’s online privacy… is scheming to get…acquired by “Cupertino” (the show’s stand-in for Apple, a chilly Olympus that picks and chooses who gets to join the god club)…” Audacity indeed, and about as much chance as a snowflake in hell. Well, in a fantasy world, anything is possible….'
on Nikkei Asia: Apple foldable iPhone hits snags - '@Joseph: This is another desperate effort to allow shorts and hedge funds to cover before the September 9, 2026 hardware launch. Here are the recent numbers: Short interest was (146.547) Million as of July 15, 2026. 3.05 Short interest was (141.606) Million as of July 31, 2026. 2.42 Short interest was (116.327) Million as of August 14, 2026. 2.52'
on Nikkei Asia: Apple foldable iPhone hits snags - 'Agreed. If true they wouldn’t be announcing the product yet.'
on Nikkei Asia: Apple foldable iPhone hits snags - 'It is! Apple has taken like 5 years to get the foldable right and the last thing they’d do is—like Nikkei suggests—have such an extremely lacking production line. Think about it, Nikkei says Apple’s production has “ramped up” and is now producing a few hundred a day. Let’s say 500 daily. That makes it only 15,000 a month. Seriously?! If anybody remembers, this was EXACTLY the same BS that was being spread just before the launch of iPhone X. IIRC, even Ming-Chi Kuo (the so-called ‘reputed’ analyst) was in on that rumor.'
on Nikkei Asia: Apple foldable iPhone hits snags - 'The employee fed that info just got escorted out the door at Foxcon is my guess…'
on 'Steve Jobs' author Walter Isaacson on Apple's new CEO (video) - '“My take: Awkward interview. Convoluted question, scatterbrained answer.” It almost seemed like the framing and response to a question in a political debate. Poor interview(er): The interviewee is the point of interest of the interview, not the interviewer, so let the interviewer speak. She started with Ternus as subject, but interjected with garbage before letting Isaacson answer. I don’t want to go back to count it, but I’ll bet she spent more time talking than he did. He’s a kind of significant guy. He deserves a fair bit more time and far less (inter/dis)ruption. At least the comment stream was good, so the time is not totally lost.'
on Heavy buying in August - '” Answer: Local AI.” Great question and better answer. When one (Nvidia) of the two largest computer companies positions itself to directly compete with the strategy of the other top two firm- Apple, while sitting on a two year backlog for its product, it’s because it fears the inroads the other’s competing strategy will make in the future, IOW, Nvidia fears Apple’s strategy could seriously damage Nvidia’s future. The problem with Nvidia’s counter moves is that it does nothing to counter the cost of tokens and there isn’t a mobile Wintel platform capable of handling its just announced silicon. Good catch Joseph.'
on Barron's: Apple is at an inflection point - 'Lots of basic calculus on PED nowadays. An inflection point is where a curve changes from downward curvature to upward curvature, or the reverse, i.e. a point at which the second derivative is zero. The figure PED posted shows an inflection point of the latter kind, but Woodruff presumably means one of the former: the rate of growth (first derivative) previously was slowing down, but going forward will be speeding up.'
on Heavy buying in August - '“top money managers scooped up a whopping $13.97 billion worth of Apple stock” As opposed to Apple which plans to purchase something like $100B of its own stock each year. (not that $14B is chump change 🙂 )'
