Robert Paul Leitao on This week's Apple trading strategies (5/11-5/15/26) - 'Roger: Perhaps next week I should bring back the Fabulous 15. Micron is #13 on the list with a market cap of $842.20 billion. AMD is 15th on the list with a market cap of $742.23 billion.'
on This week's Apple trading strategies (5/11-5/15/26) - '” I’d like to see Apple to push into the $320 range this calendar year.’” That would be most delightful.'
on YouTuber Vadim Yuryev anticipates a ton of new hardware at WWDC26 - '@Gregg Maybe the intro-video for the keynote will be some sort handoff where Tim gives John the keys to the kingdom.'
on WSJ: The iPhone is gold - 'IOW, Hap, lack of social connection doomed the Neanderthals. Is there a better way to describe what’s going on with humanity these days? The article makes the point that modern humans are a mixture of homo sapiens and other near-humans, including Neanderthals and Denisovans. But our homo sapiens’ roots appear to favor socializing over conflict. And that gives me hope.'
on This week's Apple trading strategies (5/11-5/15/26) - 'I hope so! 🙁 But that’s what dampened me about Ive’s comments. He was positive about Meta.'
on This week's Apple trading strategies (5/11-5/15/26) - 'Re: the market cap leaders….Micron will knock 10a + 10b out before the end of this year.'
on Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Pro - 'HAMLET Madam, how like you this play? QUEEN The lady doth protest too much, methinks. HAMLET O, but she’ll keep her word.'
on Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Pro - 'If this shows up on Prediction sites, All in on Horace '
on WSJ: The iPhone is gold - 'Homo sapiens can do some horrendous things. But at our best–that is, when we cooperate–amazing things can happen.'
on Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Pro - 'Tune out the noise. Take signal from Max Bickley, Product Manager on NVIDIA’s Omniverse team who said, in so many words, that the AVP is the only platform that can handle the client side of their ‘reality streaming’.'
on YouTuber Vadim Yuryev anticipates a ton of new hardware at WWDC26 - 'Releasing a new AI software development focused Mac Studio might make sense at WWDC.'
on This week's Apple trading strategies (5/11-5/15/26) - 'FCF for Google, Microsoft, Amazon, and Meta will be flat, possibly at zero for Q3, due to capex. Will the market grant them a reprieve until 2027 and not penalize them in the short term?'
on Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Pro - 'Gruber, who is not without his own inside sources: https://daringfireball.net/2026/04/on_the_future_of_apples_vision_platform'
on Wedbush raises its Apple target $50 to Street-high $400 - 'My understanding is that he failed to deliver on the updated Siri resulting in the professionals from the Software Engineering department (Craig’s org) to be called in to the right the ship. How they got to that point without knowing it was a dud must be a pretty interesting story. Did JG lie to upper management about the progress? Did upper management not even ask about the progress and assume he would deliver on time and at scale? I have some hypothesis, but nothing more than that, yet like you said earlier, upper management was also bamboozled by Dag Kittlaus back when they made the original acquisition. Not a great track record.'
on Mark Gurman: I'm right and Horace Dediu is wrong about Apple Vision Pro - 'A head on collision between a tricycle and a tank would be more competitive to watch. Eddie v. Horace? Bring it on and don’t forget the popcorn.'
on YouTuber Vadim Yuryev anticipates a ton of new hardware at WWDC26 - 'No. New. Hardware. . WWDC is about software. I’m almost ashamed to bring out the age-old “developers, Developers, DEVELOPERS” meme, but I just couldn’t help myself.'
on YouTuber Vadim Yuryev anticipates a ton of new hardware at WWDC26 - 'Every year pundits put out their fan fiction lists of hardware expected at WWDC and every year Apple announces new versions of their operating systems so developers can prepare for the new hardware in the fall. Because it’s a developer conference. As in the DC in WWDC. Pundits publish their disappointments and then wait for next year when they can make up a new fan fiction list of hardware.'
