Jonathan Rotenberg on Apple's John Ternus: The Wired interview - 'David – Not sure why you are offended by Steve Jobs’ vision of the integration of liberal arts and technology. Apple is an engineering company—and a spectacular engineering company. But what has always distinguished Apple from Microsoft is that Apple is more than an engineering company. It has a humanistic soul. This is not an insult to engineers. It’s just saying that engineering with no soul is not Apple.'
on Handicapping Apple's fiscal Q4 2026 earnings - 'Phil, where’s the Wearables segment in the table above?'
on Premarket: Apple is red - 'Pre Market -63¢ Only waiting for after hours indicator, could be widl ride!'
on Handicapping Apple's fiscal Q4 2026 earnings - 'My two cents says the skittishness is a wobble about OpenAI and others where they have no other revenues to support thinner than expected Ai returns. I don’t think it will last and economic growth is actually set fair. I’m staying all in on AAPL as this may be become one of those Warren Buffett moments when you have to put the noise to one side and stay courageous. Whichever you decide, good luck – we are all winners regardless!'
on Premarket: Apple is red - '12:31 AM Eastern and the Asian markets are pushing the tech heavy NAZ 100 up over 250 points. This after dropping over 1,000 points on Friday driven by the poor showings of the AI stocks (Apple not being one of them). I expect AAPL to rebound in the AM (buy the rumor) then retreating from the day’s highs in the afternoon (sell the news). I don’t expect Apple’s Guidance will bolster AAPL a great deal until Wednesday, the day after the election. If Trump and MAGA are neutered by the election, I expect 2 things to happen, A/ Trump will lose much of his backing within the Republican Party and, B/ Apple’s Guidance will drive a strong rally in AAPL. Even modest Guidance (I am currently modeling 9%) will be for a record Revenue and EPS 2027 year. I am not expecting modest Guidance.'
on Mark Gurman's been waiting years for a touchscreen Mac, but... - 'Hi, Joe. Here’s something that will give you an enlarged view as you type. It’s quite helpful for older eyes like ours. Go to Settings -> General -> Keyboards and toggle on Character Preview!'
on Apple's John Ternus: The Wired interview - '“Maybe he’s just coached to play it super-safe at this point. I hope he start to show himself as more than just an engineer.” As an engineer, once again, I resent this formulation. Engineering is important! Being modest about its importance is not a sin. Tim Cook is a Manufacturing Engineering Wizard. But he’s very modest about that. Most people don’t think or understand that that matters, but look at Apple’s share value growth! It matters. Having a vision matters. Steve Jobs wasn’t so modest about that, but he *was* inspirational. I’ll happily leave my Apple shares in Ternus’ hands to see what he can “modestly” come up with over time. Apple’s first foldable iPhone and first Touchscreen MacBook seem like pretty good “modest” starts. Again remember, Ternus was deeply involved in the development of these two new devices. That’s why he is the new CEO. (And I sure know I’m not.)'
on Apple's John Ternus: The Wired interview - '“What matters is, did we build something that they really love?” I’d say it’s more did they build something that people can really use, and that improved their output or experience. Do that, and it’ll be something that people love and use. And pay for. And that’s the problem with frontier LLMs: they’re 100% interchangeable, so hardly anyone is going to be willing to pay anything to use them.'
on Daniel Ives: 'Ternus takes the mic' - 'Also, I’m thinking seriously about whether to go for a Mac Studio 528 purchase, financing it over time via AppleCard zero percent financing. In the meantime, I’m going to learn as much as I can about Open [Source] Weight models so I can literally build my own private “A[pple] I” brain.'
on Handicapping Apple's fiscal Q4 2026 earnings - 'I should have added, as the others above me wrote, that in the long run, this will be good for Apple. Its stock price may drop but it still produces things of real value that people need. It will be able to use its cash to not only sustain itself but likely gain market share. It will return better than ever.'
on Mark Gurman's been waiting years for a touchscreen Mac, but... - '“The company should be working fast toward what could succeed today’s Mac and iPad designs, even if that means bringing them together.” Oh Apple…please bestow upon us the next Jesus-device! Doncha jus’ love those pundits who postulate what Apple SHOULD do? Gurman often leads the pack. Nilay Patel from ‘The Verge’ is a close second. One can only wonder what collective mess of a product they would come up with on their own.'
on Handicapping Apple's fiscal Q4 2026 earnings - 'Richard Gayle said: “I’m pretty pessimistic about the skittishness of the overall market at the moment.” **Upvoted your comment, Richard. And let me say, I’m *always* pessimistic about the skittishness of the overall market. 🙂 That’s partly the reason why my wife and I have stayed 100% invested in AAPL over the last 26 years. Thanks to 3 AAPL splits and AAPL’s remarkable performance over those years, our portfolio is worth 56.2 times its worth when I retired 18 years ago, in 2008. If the market reacts negatively to Apple’s earnings on Monday, and the AAPL stock price eventually reduces the value of our AAPL portfolio by half, we’ll still be doing much better financially than we ever expected to do thanks to AAPL/Apple! Many cheers to the AAPL Longs!'
on Mark Gurman's been waiting years for a touchscreen Mac, but... - 'I don’t know, but I fail to see what is so advantageous about a touch screen on a laptop. Having to take your hands off the keyboard or trackpad to move or rotate something on screen seems so anti-productive. At this point, everything you would do with your fingers by pressing and moving around on the screen have been so much more efficiently implemented using a mouse or trackpad. Zooming, rotating, it seems much more efficient using the trackpad and/or mouse. But, what do I know. I just use my laptop and desktop machines to surf the web, spreadsheet, read articles on the News app, send emails, use thinkorswim, things like that. I don’t do graphics work or things that require much pinching and zooming. I remember back when touch screens first came out on Windows machines, I escorted a 3rd party vendor into our data center so he could make some changes to one of their pieces of equipment. He proudly showed me him moving around the terminal window with his finger. Didn’t see it then, don’t see it now.'
on Mark Gurman's been waiting years for a touchscreen Mac, but... - 'Those who cannot do criticize. He’s excellent at critique. Has he never studied Apple? Apple relentlessly iterates and improves and takes feedback from customers.'
