Aaron Belich on Wedbush's Daniel Ives has become a merchant bank - 'Weird comparison given baseball is falling further and further out of favor in sports these days.'
on Apple scores a 'staggering' 87 Emmy nominations - 'Slow Horses is awesome. Apple’s productions are first rate across the board.'
on Mark Gurman: What Apple needs from Broadcom and vice versa - '” knowledge I had seen” Should read, “knowledge I hadn’t seen”'
on Apple scores a 'staggering' 87 Emmy nominations - 'Nice to see Michael J Fox get a guest actor nomination for Shrinking. Such a shame that Parkinson’s has robbed him (and us) of so much. The Apple TV biography doco on his journey is also well worth watching.'
on Mark Gurman: What Apple needs from Broadcom and vice versa - 'David, while I share your general disdain for Gurman’s info sourcing and writing biases and tactics, his general discussion and roadmap sharing IS intriguing. If he’s even remotely accurate or at least directional regarding Apple Server technology and how it’s evolving and expanding to meet Apple’s internal AI cloud based processing needs, then that’s exactly what we need to know, both from technology and practical business standpoints, and from an investor standpoint. From that perspective, Gurman’s pointing to and confirming what many of us have speculated about the evolution of Apple M-silicon based servers and how their designed in advantages and technologies address Apple’s needs AND keep it near the forefront of AI and datacenter based servers needs. I didn’t remember hearing about Apple Baltra Servers so down another rabbit hole I’ll go. More on this to come!'
on EU Court: Yes, Virginia. Apple is a gatekeeper - '@David Just a guess, but I think Apple could fork an EU only version of iOS. Didn’t they do that already with the stores? I don’t see how the EU could complain about what Apple sold outside of the EU.'
on EU Court: Yes, Virginia. Apple is a gatekeeper - 'I’m inclined to think no court would rule to limit its own authority, without a very direct legislative imperative. After all, the US taxes worldwide income, and levies fines for bribery committed by US corporations overseas. Why should foreign earnings be sheltered from the authority of the court? (And that’s before considering the lengths that multinationals, including Apple, go to making sure they book profits and balances in particularly favorable nations.)'
on Apple scores a 'staggering' 87 Emmy nominations - 'Emmy-noms. Look for the “A” on each piece. Yum!'
on Josh Brown drinks the Apple Kool-Aid (video) - 'It doesn’t take the voodoo of technical analysis to figure out that, after the initial knee-jerkers dropped the stock, the market ignored the news about increased memory costs and decided Apple’s still going to have an advantage over their competitors. In fact, a price-and-volume chart and all the “cup and saucer” trends in the world won’t tell you that. Only understanding the company, what it does, and how it differs from its competition will tell you that.'
on Josh Brown drinks the Apple Kool-Aid (video) - 'Investors repudiated the negativity about as firmly as I have ever seen, and I’ve been following AAPL for over two decades now. Couple the sheer nervousness of this market – thanks to this President and his enablers – with the Rock of Gibraltar that Apple has become, and any pullback gets immediately translated into a buying opportunity. I think folks will get a bit uncomfortable as Apple approaches a 40 valuation, but with EPS at $8.26 (per Apple Stocks), that’s at $330.40/share. And that EPS shows every sign of increasing handily, which helps calm fears that AAPL is getting out over its skis. And the more this becomes the rule rather than the exception, the more the long term investor cadre grows, creating even more stock stability.'
on EU Court: Yes, Virginia. Apple is a gatekeeper - 'Yes wouldn’t the EU be liable for forcing open rival stores, etc, that facilitate consumer fraud. How is it possible to fine worldwide revenue? That goes beyond the EU’s boundaries. That can’t stand a reasonable court challenge, can it?'
on Premarket: Apple is red - 'Just taking time to watch the Apple stock whiplash for today. The price of 314.11 USD at 2:31 PM is very green. Up 3.48 for the day so far. A 5 dollar swing up from earlier low. And this is with the Iran issues causing drops in the Dow among others of 1.11%. So despite the bad news for the world Apple stock is bouncing up. Interesting.'
on EU Court: Yes, Virginia. Apple is a gatekeeper - 'The court’s ruling sets up the question of who is liable for harm caused by predators given access to so much power.'
