Neal Guttenberg on Jensen Huang: All software companies will become agentic - 'Just got a chance to listen to Gene Munster and one thing he mentioned that Huang talked about was that users of some of the platforms will be able to differentiate themselves and charge more for their services. But that seems to be not what is happening right now. I guess we will have to see, as always, how things actually unfold. It was a good way to spend 5 minutes.'
on This week's Apple trading strategies (3/16-3/20/26) - 'For Apple/AAPL context, I am grateful that I started investing about 25 years ago. I am also fortunate that, through family/trust, I had the money to do so. I was also fortunate to “get a Mac” for Christmas back in 1984. That was surely a part of the inspiration. Every Saturday, I count cattle. AAPL represents 31% of my flock. It’s naturally been both higher and lower, but it’s still a very significant holding. And continually, every year, when it comes time to make charitable gifts, I say, “no, not Apple: that’s not on the table”. And even though the last five years have been “relatively slow”, going from $125 to $250 is still a 15% CAGR. That’s really hard not to like. And I still love their Products, so that’s a really mutually virtuous cycle.'
on Samsung went 1 fold 2 far - 'Apple has longer-range plans than just demonstrating its technological prowess.” A concept that Samsung does not have (and some Apple critics). And Wall Street needs to understand that Apple does. Excellent point.'
on Apple's Tim Cook takes questions about AI, retirement, Donald Trump - 'Several times in America’s history, as we transition from one political party system to another, everything becomes political. The coalitions making up each party often fracture and reform to create new parties, even if they have the same names. These times are often driven by disruptive technology, usually ones that rapidly increase the amount of data and information produced, lowering the friction for moving data around (ie railroads/telegraph, fossil fuel vehicles/assembly lines). So Apple’s success may be part of why everything is political. But these transitions do not last forever. We will get back to a period where politics retreats to the background. And the Apple Way will likely be leading us.'
on Apple's Tim Cook takes questions about AI, retirement, Donald Trump - '“Just being there” is a political statement.'
on Buy a MacBook Neo for a student, make a lifelong Apple customer - 'I think Johnny became a lifelong Apple customer as a toddler, right around the time he first used his daddy’s iPhone to keep quiet in public.'
on Samsung went 1 fold 2 far - 'Eddie said Apple will be introducing an iPhone 18 that folds up nicely with the standard paper airplane design everybody used in 4th grade. Expected to sell at least 5 million in its first year to baby boomers.'
on Apple's over-the-ear AirPods get a brain transplant - 'Personally, I have not auditioned the Max 2.0, but I cannot imagine any incremental sound improvement justifying their purchase over the superb AirPods Pro 3.0. The latter have two big advantages for me: 1) Pocketable portability, allowing me to use them socially with friends in restaurants, etc., and 2) Better bedtime experience using the “background sounds’” feature at bedtime, which has helped me to significantly improve my sleep scores. In particular, the “ocean” sound reminds me of having a beachside hotel room in Maui, and that’s enough to send me to La La Land. This usually makes sleep medication unnecessary for me.'
on This week's Apple trading strategies (3/16-3/20/26) - 'Thank you for sharing your story above. Sorry to hear about your getting drilled, that’s lousy. I get about 3 weeks to a month per fill up, so how about tax day, April 15th?'
on Jensen Huang: All software companies will become agentic - 'I have a slightly different take on the 1984 angle. Apple will release personal AI (for the masses) shattering the big brother-like centralized stranglehold on AI. Can’t forget the image of the woman athlete tossing the hammer at the giant image of Big Brother while the drones keep droning on. Not radically different than your take Gregg, I’m just going with the personal vs the centralized.'
on Jensen Huang: All software companies will become agentic - 'For a long contrarian view, Dwarkesh Patel interviews Dylan Patel, here: https://www.dwarkesh.com/p/dylan-patel Dylan makes the case that hyperscalers’ demand for compute and memory will dominate the foundries, mainly TSMC. We have to ask; “If Dylan is right, why did Apple introduce the Neo at such a low price?” Net: It’s good to see both sides.'
on Buy a MacBook Neo for a student, make a lifelong Apple customer - 'Oh dear! Appleinsider’s Ben Lovejoy?'
on Samsung went 1 fold 2 far - 'I held the smaller “clam” style Samsung foldable at a Verizon store the other day. Never a fan of the foldable form factor, but I loved its form and the feel of it. My wife said she will definitely be buying an Apple foldable if it comes.'
on Premarket: Apple was red, turned green - 'Apple is green pre-market $0.58 at $253.40. Index futures are also positive 25 minutes out from today’s opening bell. Market cap leader NVIDIA, which rose $2.97 on Monday to close at $183.22, is up $1.30 ahead of the bell on news from its GTC event. Microsoft, with its most recent all-time high of $555.45 set on July 31st, rose $4.40 yesterday to close at $399.95 and is ahead $0.34 before the bell, pushing the share price just over $400.'
on Premarket: Apple was red, turned green - 'Warren Buffett shared in one of his investment talks, that in all the years he’s been trading, not once has he bought at the bottom. He also shared that AAPL has made Berkshire Hathaway more money than he has in his lifetime.'
on Jensen Huang: All software companies will become agentic - 'So are you saying we’re going to need to boil the ocean to get the answers we need using this technique?'
