David Emery on Apple secretly buys an agent - 'https://www.youtube.com/watch?v=6iaR3WO71j4'
on Evercore expects Apple to beat its conservative guidance - 'With all due respect to Horace…it’s Dediu, not Deidu.'
on Evercore expects Apple to beat its conservative guidance - 'One interesting point about the AI bubble — credit fault swaps have increased a lot for all the main players, suggesting lots of people are worried about an inability to pay back debt, so they are hedging against that. Meanwhile, Apple’s CDS are 5-10 x times cheaper, signifying that the markets do not think Apple will have as hard a time over the next 5 years.'
on Evercore expects Apple to beat its conservative guidance - 'Upvoted for your shout out re unified memory. Apple’s silicon makes the memory in their device MORE valuable relative to others. Together with Apple’s upgrade financing and carrier financing, memory upgrades cost dimes/day.'
on Apple secretly buys an agent - 'So now even Apple has a secret agent. 🙂 Might help with their trade secrets trial. 🙂'
on Evercore expects Apple to beat its conservative guidance - 'Regarding cash flow, Horace Deidu made this pithy comment on Nota Bene yesterday: “The P/E ratio tell another story: As cash flow evaporates and goes into reverse, Google is in the low teens, Microsoft is at 29 while Apple, whose cash flow is accelerating, is at 40. This is a perfect reversal of a decade ago.” It’s not a coincidence that earlier in the year Apple finally abandoned its goal to reach net zero cash…. Oodles of dry powder, as far as the eye can see!'
on Premarket: Apple is red - 'Moments like these make or break your investments’ progress. Good luck!'
on BofA: Record (and lenient) carrier trade-ins are a tailwind for Apple - 'They are buying the phones at a discounted rate from Apple and reselling them at full price. They recoup that $$$ easily over the cost of the contract.'
on Apple secretly buys an agent - '”How is it that we just now learned of this?” I read about yesterday, I think, on Apple News.'
on Evercore expects Apple to beat its conservative guidance - 'I think so, but it’s still very high, and I’d say more priced for growth that Apple hasn’t demonstrated in a very long time than based on today’s reality. That said, it’s a far better investment than most of the other tech companies, and all of the ones heavily into LLM-based AI, so it may benefit from a flight to safety. To be determined! That said, my desire to sleep at night these days is satisfied more by carrying more cash than it is by a fear of missing out on short-term stock increases.'
on Evercore expects Apple to beat its conservative guidance - '@Bill Presumably as higher revenue is announced Monday then the P/E will come down a little.'
on Premarket: Apple is red - 'Upvoted Bill. I think you have chosen wisely. I have also moved some of my investments to cash for the reasons you have stated but not as boldly as you. I share your fear of things not going well at the midterms. I only hope I am wrong.'
on Premarket: Apple is red - 'On Wednesday CNBC ran a story on how the Magnificent 7 is no more. I’m not sure it ever existed as anything more than a collection of names. The results from Alphabet, Amazon and Microsoft this week illustrate how different the enterprises are from one another not only in performance but in structure and approaches to the markets in which they operate. Intel’s greater than $25 drop this morning (off more than 27%) is a reminder speculation carries risks. There will be spectacular winners in the AI race. There are will be some big losers. Investors must choose wisely. Apple is now up $0.11 on the day! '
on Evercore expects Apple to beat its conservative guidance - 'With a PE of around 40 as well as tech coming down from the heavens, I am hoping that Apple can keep its present gains and not give back too much. The numbers from Evercore look real nice and hopefully, Apple can meet and surpass them. No matter what, there may be some profit taking, especially right before Election Day. Some people may want to lock in profits. Edit-I will be very happy to be wrong though.'
on Evercore expects Apple to beat its conservative guidance - 'Chip costs and FX will be a drag on GM. FX especially for Services.'
on Premarket: Apple is red - 'A lot of negative news out there in general, geopolitical as well as energy, and now threats of reigniting the middle east yet again, all swirling around and Apple, having reached a fresh ATCH, will be buffeted and pulled down with it. With earnings after the Monday trading session, it will likely tread water or get an early decline as traders may want to book their profits early. At 4:30am PDT, Premarket AAPL is -4.70, down 1.35%. Most of the market is red.'
