Recent Comments

  • David Emery on Premarket: Apple was red, turned green - 'I’m worried the market for towers will decline with the growth of fiber and satellite internet'
  • Michael Goldfeder on Premarket: Apple is red - '@Ron (AKA: ALL Apple): The next 5 years will be easy for you with another $100 Billion in buybacks meaning that every long term farmer in Apple can sleep soundly at night regardless of which way the price moves. The ultimate Apple experience for investors.'
  • Steven Philips on Mark Gurman: Artist's rendition of the new Siri - 'So? Like “Paul’s dad” “E’s a mixer.” ? 🙂'
  • Steven Philips on Premarket: Apple is red - 'My target is the old Jiminy Cricket song: “I’m no fool. No Siri ( 🙂 ) I’m going to live to be ninety-three.” Which my dad did. BUT – which was updated to “one hundred and three” MY target (at 80 – till next week. 😉 )'
  • Gregg Thurman on Premarket: Apple is red - 'Got some laughs from the above two posts. I’ll be 80 later this year. On another note: AAPL’s intraday low dipped a tiny bit today, hovering right about $310. I guess it had to take a breather from its recent run. Still, my portfolio upgrade this week (from JUL $290/$295 Call Spreads to JUL $300/$305 Call Spreads) are just barely in the black and in the money. I’m looking for AAPL to Close on July 17 above $305. Naturally, I don’t expect that to be a problem. If it does my starting $42,500 cash balance will be worth ~$110,000. After all AAPL started this week with an intraday low just above $305, and finished with an intraday low just below $310. It’s trading at $312.xx in after hours. Go AAPL.'
  • John Konopka on Premarket: Apple is red - '@Ron, We are mostly in the hold camp. However, I did take advantage of the recent run up to sell a small percentage for my fairly expensive retirement project. Lucky to be able to do that. My first year out of college I earned about $3,000. Now I pay many times that in tax, and happy to do that considering the alternative. Apple was almost even today on high volume, about 56M shares. Google was down so now Apple has passed them in market cap, slightly.'
  • John Konopka on Premarket: Apple is red - '@Joseph I’m on the Peninsula a little north of Ron. If we want to have a NorCal chapter get together maybe we could try Palo Alto. Bucks in Woodside used to be great but went downhill a lot after COVID. Sundance in Palo Alto is great for a steak dinner.'
  • John Konopka on Premarket: Apple is red - '@Gregg My plan for the next five years is to keep showing up. 😉 When are we going to do another zoom meeting with a special guest? It has been a while.'
  • Ron Fredrick on Premarket: Apple is red - 'Gregg Thurman said: “What’s your convictions for the next 5 years? That’s what matters.” **Gregg, I have no demonstrated skill in stock market trading. Plus, as I stated, yearly AAPL dividends supplement our planned retirement income very nicely. Consequently, we will continue to hold AAPL for the next 5 years and only sell shares for the reasons I stated: my yearly RMD. Hey, I’m 83…I’m being hopeful when I plan for 5 years. 🙂'
  • Romeo Esparrago on Premarket: Apple is red - 'Dang. Nope my limit sell of that price currently doesn’t show being sold. I’ll check again later.'
  • Gregg Thurman on Premarket: Apple is red - '” my wife and I have decided to continue with our all-in investment in AAPL/Apple in spite of AAPL’s 5-year gains lagging behind the 5-year gains of a few other tech companies” What’s your convictions for the next 5 years? That’s what matters.'
  • Gregg Thurman on Premarket: Apple is red - '” I’m far less concerned where Apple is trading today and more interested in what range it will be trading as we move closer to the WWDC 2026 keynote and beyond.” Absolutely brilliant. Well said Robert.'
  • Gregg Thurman on Premarket: Apple is red - 'Since JAN Earnings & Guidance report AAPL’s intraday low has, on average, increased by 62 cents per day Since APR Earnings &amp Guidance report AAPL’s intraday low has grown, on average, $1.63. AAPL has eventually burst through every “Call Wall” ever erected. It is a measure of Options Open Interest, some would say peak investor sentiment at a specific time and nothing more. It is by no means a “Wall”. Beyond measuring Investor sentiment, “Call Wall” is another meaningless metric created by someone with time on their hands, and no concept of what drives equities.'
  • Joseph Bland on Premarket: Apple is red - 'Are you still living in Sunnyvale, Ron? We should get together sometime. Heck, we should have a California Apple 3.0 get-together! We haven’t done that in years! If interested, here’s how to get in touch with me: nss.org/sacramento-l5-society-chapter/'
  • Joseph Bland on Premarket: Apple is red - 'Great extrapolation, Richard! Spatial computing is in it’s infancy and Apple is in the pole position, with its deep technical advantage and even deeper pockets to keep it ever at the cutting edge. Once again, advantage Apple and advantage Apple longs!'
  • Richard Gayle on Premarket: Apple is red - 'Joseph, your comment made me wonder if the technology someday would allow thousands of people attending a sporting event to use the camera of their iPhones for this — in real time, take video of the game, stream it through an app to a central center where AI stitches all of them together to produce a full 3D experience, complementing the normal 3D camera setups from the game. Watchers could then sit in any seat, at any time. We already have pseudo-3D effects where the POV is shifted on static images to make them seem like a transition between images. Now no need to interpolate the transition. Heck, now there could be a camera in the right place every time to look at offside. Most shots would be way too far away for close-up actions, but what could be accomplished with 1000s of images put together? I know the power of this from personal experience. Cryo-EM uses thousands of images taken of proteins from electron microscopy images. Each image does not have enough resolution to actually see structural details well. But using computers to align thousands of them, we can now get details of protein structure, even inside the protein, not just the surface. This gives us insights into large, complicated protein complexes never able to be seen before. The law of large numbers can be very clarifying. Maybe something similar with fans, their iPhones and thousands of high resolution videos?'
  • Ron Fredrick on Premarket: Apple is red - 'Obviously, a number of individuals on Apple 3.0 are selling some their AAPL shares or using their AAPL dividends to invest in other appealing opportunities…I understand their concern and motivation. However, my wife and I have decided to continue with our all-in investment in AAPL/Apple in spite of AAPL’s 5-year gains lagging behind the 5-year gains of a few other tech companies…we’re still confident that long-term AAPL investors will continue to be well rewarded and we prefer to invest in a company that makes products we use and enjoy rather than try to find a different company in which to invest for the long term. We didn’t originally decide to invest *only* in AAPL…we were going to *diversify*…but that’s not the way things turned out. When my wife and I *were* diversified(in our opinion) and owned stocks of companies like JDSU, Oracle, Home Depot, Ariba, Sun Microsystems and Apple, we lost about $100,000 in the Tech Crash of 1999-2000. We then decided that instead of being “diversified” in future investments, we would go all-in on Apple stock because it was a company that made products we used and had a management team with which we were familiar. After making that decision, our first investment purchase, on 12/22/00, was 236 AAPL shares for $3,519.10…so about $14.91/share. Due to the three AAPL splits since then, the split-adjusted price for those original AAPL shares is now about $0.27/share and the number of shares is 13,216…quite a nice gain in number of shares and, also, quite a nice gain in the share price since then! After that first purchase in December of 2000, we continued to buy shares of Apple when we could afford to do so. We clearly weren’t smart or cautious enough to take advantage of pullbacks in the share price but just bought AAPL shares when we had enough money to buy them. The gains and losses so far in 2026 have been dramatic. The daily share price increases in 2026 have exceeded the value of our all-AAPL portfolio on 05/19/08(the day I retired) 8 times and the one day share price decreases have lost at least that value 3 times. IOW, single day changes in our portfolio in 2026, have exceeded the value of our all-AAPL portfolio after the first 7+ years. All trust and IRA accounts to which my wife and I have contributed, are 100% invested in AAPL and have been for the past 26+ years. Our IRA accounts hold about 60% of our AAPL shares and our trust accounts hold about 40% . Our AAPL IRA dividends are 100% auto-reinvested in new AAPL shares every quarter and have been since 2012…and, in addition to the money available because of my RMD’s, our AAPL trust dividends are used to help pay taxes, travel and our daily expenses. The new AAPL shares from our auto-reinvestment of IRA dividends have an *average* cost basis of $58.06/share. Thanks to Apple restarting the dividend program in August of 2012, our current yearly AAPL dividends ~ 6.2X the yearly total of (my pension[23 years]+wife’s pension[29 years]+my Social Security). (Note: The 6.2X result above came from using the total yearly, after-tax amounts, for our pensions and my Social Security, but pre-tax values for AAPL dividend amounts.) AAPL was down -35% in 2002, -57% in 2008, -5% in 2015, -6.8% in 2018 and -26.8% in 2022 and I’m pretty sure those negative years convinced some investors to sell some or all of their AAPL stock…but we’re long-term AAPL investors and not panicked by a single bad year. Past performance is not a *guarantee* of future performance but IMO, with AAPL, it’s been a pretty damn good indicator of *future* performance. Our version of the John Maynard Keynes quote about the market staying irrational longer than one can remain solvent is, “We can hold AAPL longer than the market can remain irrational”. Thankfully, even considering how irrational the market has been over the years, that’s turned out to be true…the only AAPL shares we sell are to meet the yearly RMD requirements of my IRAs. For the last 20+ years of my work life, I worked as an engineer in the satellite devision for Lockheed-Martin in Sunnyvale, California and have now been retired for 18 years. My wife worked there as well, as a Product Manager, and retired in 2011. Our long-term investment in AAPL has given us greater financial returns in retirement than we could have ever hoped for or expected.'
  • James Murphy on Premarket: Apple is red - 'The idea behind technical indicators, such as RSI, is to gauge short term supply/demand imbalances. An overbought RSI indicates there has been a lot of buying lately and that might imply the number of buyers going forward might be less than the number of sellers waiting in the wings. That completely ignores anything changing regarding a company’s fundamentals, and more generally, whether or not something has happened that would alter the otherwise normal distribution of buyers and sellers. It is indeed backward looking, as are many other technical indicators, such as Bollinger Bands and On Balance Volume (OBV).'
  • Robert Paul Leitao on Premarket: Apple is red - 'Costco just reported and shares are off 4.87% at $946.70 on a slight miss on eps expectations. The warehouse club operator is reporting record demand for fuel, an uptick in membership and an all-time high cash balance. Is another Costco special dividend in the offing? At least one analyst believes that’s the case. The shares are off about 6% on a one-year basis.'
  • Robert Paul Leitao on Premarket: Apple is red - 'Looking across the market this morning, Dell is holding its overnight gains. The shares are currently up about 28% from Thursday’s closing price at $405.81. IBM is trading up $24.56 or 9.29% at $288.78. Big Blue’s capex announcements on quantum computing development is being received well by the market.'
  • Robert Paul Leitao on Premarket: Apple is red - 'Rodney: It’s still a new all-time high. I’m far less concerned where Apple is trading today and more interested in what range it will be trading as we move closer to the WWDC 2026 keynote and beyond.'
  • Joseph Bland on Premarket: Apple is red - 'Hi, Rodney. Yep. Call wall if I’ve ever seen one. That pretty much lays down the gauntlet between the traders and the long term investors. Should be an interesting trading day!'
  • Joseph Bland on Premarket: Apple is red - 'Hi, David. “But the bottom line is that it’s a political decision.” I don’t think I implied otherwise, and little ole me won’t make this happen in any case. “It’s in Iran’s benefit to keep the Straights closed, or to extract a toll, no matter what is on those ships.” You mean it’s to the (temporary) benefit of Iran’s totalitarian leadership. Iran itself would vastly benefit from stepping away from its pariah nation image. And that “leadership” has suddenly found itself vulnerable to unexpectedly leaving this plane of existence, which seems a pretty meager ROI in return for screwing over the whole Iranian population, and suggests that maybe, just maybe, curtailing the authoritarianism might be a more fruitful tack…. “So where do you draw the line?” That’s what negotiations are for. But without a doubt, there are goods that are not hydrocarbons in their raw form being shipped, which is why I suggested starting there. And actually, if other “forms” of raw hydrocarbon are then bargained over, then that keeps negotiations moving forward, which isn’t a bad thing. To be perfectly honest, this embargo actually has a positive side, since folks are grasping for solutions that don’t require that much raw hydrocarbon, or that stretches the raw hydrocarbon further. Solutions that very much include renewables….'
  • Rodney Avilla on Premarket: Apple is red - 'It looks like somebody(s) had their computer set to sell Apple at $315. I think the price was at $315 for 1 ms.'
  • David Emery on Premarket: Apple is red - 'Two thoughts: (1) there’s crude. There’s refined fuels. There’s other direct hydrocarbon products, like plastics. Then there’s stuff derived or byproducts from hydrocarbon production. I -think- Helium and Fertilizer are at least in part in that category. So where do you draw the line? (2) But the bottom line is that it’s a political decision. It’s in Iran’s benefit to keep the Straights closed, or to extract a toll, no matter what is on those ships.'
  • David Emery on Premarket: Apple is red - 'Dell got a juicy government contract to be the sole purchasing point for -Microsoft- software licenses. (Go figure! But then Michael Dell has been sucking up to the administration….)'
  • Joseph Bland on Premarket: Apple is red - 'Good point, Fred! And Apple’s ability to build relatively inexpensive high quality 3d cameras that can each give a unique vantage point is part of that potential. The future’s so bright we gotta wear shades….'
  • Joseph Bland on Premarket: Apple is red - 'I agree, Jonny: RSI, like the P/E ratio and Max Pain, is a trailing indicator, shooting behind the AAPL target. Upvoted.'
  • Fred Stein on Premarket: Apple is red - 'We may finally have the egg of chicken and egg. 3D sports broadcasting to stimulate 3D viewing on AVP'
  • Joseph Bland on Premarket: Apple is red - 'As we enter Friday with yesterday’s volume right at average with a new ATH, countered by a significant Max Pain of just $300/share, there’s talk of an extended cease-fire in the Iran war, lowering oil prices and supporting the market’s melt-up i wonder: Since hydrocarbons are the issue in the Iran war, is there a chance that all parties can agree to let all other merchandise through? It would help ameliorate the inflationary aspect of the embargo. That would seem to at least partially solve the impasse, and can be viewed as a “win” by all sides.'