Joseph Bland on Premarket: Apple is green - 'Wonderful summation, Anice! (standing ovation)'
on Apple delivers another record fiscal quarter — Q2 2026 - 'To me, the positive surprise from the earnings call was the surge in demand for Mac Mini and Mac Studio that Apple won’t be able to meet for months. It seems AI enthusiasts are buying Macs in droves to create and run their own AI projects. This does not mean death to Nvidia. But investors will surely take away from the call the fact that in the near-to-medium term — and sooner than Apple management predicted internally – Apple will become a formidable player in the AI hardware game. So eyes turn to WWDC now. Let’s see if Apple will have the software and related services to turn this incipient hardware opportunity into something bigger.'
on Apple delivers another record fiscal quarter — Q2 2026 - 'Prolly held back buybacks due to uncertainty to paying high tariffs this past Q.'
on Premarket: Apple is green - 'There is a refactored, rebuilt Apple tree — root to branch on new silicon, device, services, and AI foundations. And clearly a new customer and ecosystem strategy. built around Community. Apple is getting ready for a massive new phase, akin to the move from Apple II to Macintosh to iPhone. neo is more than the MacBook, it’s the whole company. neoApple the MacBook neo is the first shot across the bow, the first fruits of the refactoring… expect a series of new introductions to leverage neoApple in their positioning, pricing, or capabilities, leaving peers gasping to catch up. What happens when meaningful AI can be run capably enough at the edge? Apple will show what’s possible next month. It may turn out that you don’t need a datacenter when you have one in your pocket, or on your desk. Homebrew revolution in digital is already exploding, neoApple will give rise to AI’s VisiCalc moment… I can feel it.'
on Apple delivers another record fiscal quarter — Q2 2026 - 'Actually, on transcript review courtesy of Six Colors, June quarter margins wwwre guided to 47.5% to 48.5% gross margins, this after a better than expected 49.3% gross margin for the March Quarter. If Apple can maintain gross margins in the upper range of >48% while reducing constraints on supply to meeting pent up demand for iPhones and Macs, June will be another promising growth quarter. Yeah, yeah to the naysayers, it’s just a steady 14-17% growth in a mature industry segment and market, while other AI darlings are thrilling us with roller coaster rides up on demand while taking our breath away on downhills with 10’s to 100’s of billions of AI infrastructure spending. The big difference here is Apple is keeping all of this out in the open and in their own books – what you see is what you get. With the AI companies, circular financing, SPV’s to shield / hide expenditures from parent finances, and oh yeah, what is the monetization and financial model that will provide ROI on all this spending? Meanwhile, Apple is making money the old fashioned way, actually selling products and services to loyal and willing consumers and users world wide, and backing that up with known, physical goods and services that people are already willing AND able to pay for, now. And Apple has now 2.5 billion active devices in over 1.6 billion active users hands and homes, all platforms to deliver AI when and where people want it and will use it, all with privacy and personalization missing from competitors. Apple’s monetization is already proven, Android and other AI providers seem limited to specific businesses and may not yet be proven, at least in the long term.'
on Apple delivers another record fiscal quarter — Q2 2026 - 'ben luna said: Yeah, I feel bad for whatever is going on with him. I really enjoyed debating with him. What a pity. **Ben, I agree with all three sentences of your comment. IMO, It’s unfortunate that Tommo had such a compulsion to pontificate about Apple and to trade AAPL. I still remember one of his comments to me including the statement that he owned “8000 shares of AAPL in 2001”. It’s unfortunate he didn’t just hold on to those 8,000 AAPL shares and continue pontificating about Apple.'
on Macalope: Three reasons Apple's CEO switch has been so chill - 'OT: and no better place to put my thought. I have a feeling that Apple’s next Mac computer will be an M-5 rack mount. Performance will be greater than any PC farm (while requiring fewer nodes), consumes less energy to function, consumes less energy for environment considerations and requires less tech support, not to mention more effectively securing a firm’s data from hackers. Mac Studio+? After experiencing the efficiencies of MacOS and Apple silicon, how long would be before enterprises start swapping out Windows desktops?'
on Apple delivers another record fiscal quarter — Q2 2026 - 'Congratulations to all you guys here who make this a truly remarkable page of unsurpassable Apple knowledge, as well as sensible conjecture. Hat’s off!'
on Apple delivers another record fiscal quarter — Q2 2026 - 'Yeah, I feel bad for whatever is going on with him. I really enjoyed debating with him. What a pity.'
on Best and worst Apple analysts: Fiscal Q2 2026 - 'Very good news, and it explains why Macs weren’t even better. The next two quarters will be solid going into new fall iPhones and into the holidays. This might be the best growth year in a while for AAPL. “For Mac, in the June quarter, there’s two factors that are driving the constraints. One is that on the Mac Mini and the Mac Studio, both of these are amazing platforms for AI and agentic tools and the customer recognition of that is happening faster than what we had predicted, and so we saw higher than expected demand. The second reason is that the customer response to Mac Neo has just been off the charts, with higher than expected demand, and the March quarter record for customers, we set a March quarter record for customers new to the Mac, partly due to the Neo. We think, looking forward, that the Mac Mini and the Mac Studio may take several months to reach supply-demand balance.”'
on Apple delivers another record fiscal quarter — Q2 2026 - '“White flag”? At least this quarter, they have increased cash and paid down debt whilst dialing back share repurchases. The increase in dividend remains the same at 1 penny per quarter increase annually. One time or new pattern? I’d guess they want flexibility. First to pay off bonds rather than refi if the wars disrupt economies further. Second to fund strategic acquisition(s).'
on Apple delivers another record fiscal quarter — Q2 2026 - 'When Apple pops post call, that’s a boost that has legs IMHO. BTO Tommo’s take made me vomit in my mouth. He’s jumped the shark.'
