Gregg Thurman on Barron's: How slow-moving Apple could win the AI race - 'Beautifully said Bill.'
on Gene Munster on Apple's latest leadership changes - 'Munster is easy to agree with because he tends to restate the obvious in a very positive way. And his very long history of covering Apple closely, confirms the accuracy of his facts and helps support his conclusions. Anyone who follows him knows his prognostications are not always 100% right. But he is more right than wrong and being a perennial Apple bull, he’s still one of my favorite analysts. For me, the most salient and interesting thing he said – at least for the near-term, is that he thinks Apple’s going to out-perform the top tech stocks into the Spring. What’s not to like?'
on Barron's: How slow-moving Apple could win the AI race - '“…slow moving Apple…”??? How about SMART moving Apple?'
on Counterpoint: With Apple's entry, 2026 will be a breakout year for foldables - 'It’ll get people through the Apple Store doors. 🙂'
on Apple snags star attorney, gives her two big jobs - 'Newstead was at Meta for 6 1/2 years … that’s a major blot on her resume in my book. In my book, a bigger blot is her role in helping to draft the Patriot Act.'
on Counterpoint: With Apple's entry, 2026 will be a breakout year for foldables - 'Solving the durability is an issue. But not durability of the hinge mechanism, because that is a solved problem (see MacBooks). It the durability of the folding screen. If Apple (and Samsung as the screen supplier, if the rumors are true) solves this, expect the foldable screens to permeate Apple’s device line up from the MacBook to iPads, and may be even the smaller sized iPhones.'
on Apple AirTag helps rescue black lab swept out to sea (video) - 'Sadie needs an Apple Watch to call for help. I’d totally pay for some AirTag Ultra with GPS and cellular connectivity. P.S. Go Niners and CMC! (See Sadie’s mom’s jersey.) LA doesn’t deserve two NFL teams.'
on Counterpoint: With Apple's entry, 2026 will be a breakout year for foldables - 'Well, one question is whether Apple could make a foldable that is as reliable as the iPhone. What’s the expected life for an iPhone? 6 years (2 owners) (I’m inclined to think Apple could sell more iPhone Minis than iPhone Folds…)'
on David Baraff: Dear Apple, why the hell... - 'Unlocking my Mac with Watch mostly works, but often enough it doesn’t. Sometimes it gives no reason, sometimes it says something about a weak signal even though the Watch is right next to the Mac. The upside is that this helps me remember my password as I have to use it almost every day. 😉'
on Barron's: How slow-moving Apple could win the AI race - 'Because Sam is running out of ways on Earth to spend far, far, far more money than Open-AI will ever have.'
on David Baraff: Dear Apple, why the hell... - 'I use my watch to unlock my computer at home several times a day and also my computer at work multiple times a day when I am there. I can’t remember the last time that my watch was unable to unlock my computer. I didn’t realize that it was such a complicated process. Wish there was a process to find out where the glitch is when it doesn’t work right. Everything is getting so complicated. In the old days, when my car did not run smoothly, I would check the spark (plugs, distributor, wires) and then the fuel (carburetor, filter). Nowadays, I’m afraid to raise the hood.'
on Counterpoint: With Apple's entry, 2026 will be a breakout year for foldables - 'I am still not counting on Apple releasing a foldable in 2026. But let’s say that they do. How many will they have to sell for the analysts/traders/investors to claim it is a hit vs mistake? And how many will Apple be able to manufacture each quarter? Given Bart’s numbers, is a million per quarter a decent number since that gets Apple to a 20% market share if they sell everything they can make? If they can make and sell 2.5 million per quarter, that would get them to a 50% market share for foldables. If Apple does release a foldable device, how many do people here think they can make/sell?'
on David Baraff: Dear Apple, why the hell... - 'That’s not my words, explaining why it doesn’t work… And, no, it was working at home. Until it wasn’t.'
on Counterpoint: With Apple's entry, 2026 will be a breakout year for foldables - 'Yet again, David, we are in agreement. Won’t be cheap, though, so expect to hear the groans, a la Vision Pro…. Still, it shouldn’t be much more expensive than a foldable smartphone….'
on Barron's: How slow-moving Apple could win the AI race - 'Imagine running those *massive* data centers in space — datacenter which on Earth are encumbered by such negatives as requiring inordinate amounts of expensive power, needing huge amounts of water to cool, and dumping more heat into the already hot environment (which adds to more expenses down the line to combat its effects) — all getting every bit of their power *for free* from the sun, and dumping heat into space rather than the atmosphere. Nah. Let’s keep soiling our own bed and continue building them on the ground.'
on Premarket: Apple is red - 'Joseph Bland said: “Tommo should have planted his flag back on April 7th. To my knowledge he didn’t.” **Tommo…Tommo…oh, wait…he’s the one that posted on Apple 3.0: “Let’s be clear: I’ve been a long-term Apple bull. I owned 8,000 shares in 2001, posted 50,000+ intraday posts and trades for over two decades, and argued for holding when few believed.” Geez, if he just *held* those 8,000 share he had in 2001, they’d be worth over $124,000,000.00 today.'
