Gregg Thurman on Apple click bait from the Motley Fool a few days early - 'Reporting everything would fly in the face of their predetermined agenda.'
on Apple as AI distributor - 'Hi little bit of a non sequitur here, but in the ballpark. I highly recommend the documentary ”The AI Doc: Or How I Became an Apocaloptimist” . Wife and I saw at the theater yesterday. It’s very thoughtful & accessible and I think it could be a great jumping off point for discussion between family & friends about the huge changes that are coming.'
on Apple click bait from the Motley Fool a few days early - 'These types of analyses typically neglect to mention that Apple’s EPS growth in the last quarter was 17%, gross margins are increasing, and EPS growth is accelerating. Oh and Apple is NOT spending 80%-120% of its annual free cash flow on data center buildouts. Just some additional facts(food) for thought.'
on 9to5Mac is hot for Siri - '“Too hot to trot now, baby” – Commodores I can’t wait to test Siri’s voice commands against my HomeKit devices to see how enhanced & complex my commands can be without having to create scripts first in ShortCuts.'
on Apple as AI distributor - 'The new Siri better shine, however, or there will be hell to pay.” I agree, even though in reality it won’t matter, as iPhone users will have the same access to AI, with the same ease and same number of clicks. And yet, it will matter, especially to those who have been following the drama for the last 2 years. I lot of people have stuck their necks out for Apple, and if it gets delayed again, they will be mad.'
on Apple as AI distributor - 'Each of us is -independent-. We do not depend on corporate overlords, on click counts, on ratings (hah!), etc. Sure, there’s an echo chamber here. But people here listen to the echos, and make independent assessment on what we’re hearing. That being said, I do miss the contrarians we’ve had, before they got too extreme…. They brought needed balance. I’ve tried to point out where I thought the echo here had some risks or contrary noises. (That’s particularly true on the regulatory risk and Apple’s exposure to same, treated from what I tried to take as an independent perspective to view the complaint with fresh eyes.)'
on Apple subsidiary fined for reporting its error - 'There is nothing inherently wrong or suspicious about a regulatory authority enforcing a regulation. Good on Apple for confessing their error. Regulations tend to be strict-liability prohibitions that do not require the government to prove wrongful intent. If a US taxpayer unintentionally underpays his taxes and discovers his or her mistake at a later time, they are obligated to file an amended return and pay up, including penalties for late payment. “I did not mean to” does not get you off the hook. It is likely the same with Apple in this case. There is really nothing to see here. If Apple legal kicks into gear over this $500,000, we may conclude from this that their legal department does not have enough to do. (And this I doubt.)'
on Apple subsidiary fined for reporting its error - 'The next headline from Eddie will report this situation as: “Apple supports Russia in War against Ukraine.”'
on Apple click bait from the Motley Fool a few days early - 'This sounds like he is looking at the worst case scenario for Apple and he feels that it is more than likely to happen, at least to some level. It would be interesting to look at the worst case scenario for each of magnificent seven and see what those look like. You could say advertising is a legacy product and pop ups are looking old in the tooth. Especially if you think we are heading into a recession.'
on Apple click bait from the Motley Fool a few days early - 'And if it was… They should be ashamed! 🙁 (And embarrassed!)'
on 7th Apple 3.0 price target contest: Sunday March 29, 2026 edition - 'Alright, I’ll go an optimistic $303! Macro issues are too unpredictable so I’m excluding. For AAPL, I’m optimistic about the product line-up and results will become clear over ‘26. However, AAPL already absorbs ~$1 in every $10 invested in the stock market, so the probability of future material upward movement is limited (i.e., don’t see the substantial increases to revenue, profit or EPS to warrant material change in AAPL). Without the Iran war I’d guess we’d be trading in the $280’s so $303 by April ‘27 would be a 6% increase over the next 12 months, which feels about what to expect based AAPL’s more recent years performance. Further, my optimism is based on only a 50% probability that beginning in Dec ‘26 AAPL will have some sort of real or manufactured strategy, risk and/or uncertainty issue (e.g., AI in Dec ‘24 and memory chips in Dec ‘25) with 100% certainty that Tim Cook will do nothing to address it.'
on IDC: Smartphone sales will grow next year - 'I hadn’t noticed the graph, Philip – pretty hilarious! This article isn’t new – it’s the same as their release a month ago, with nothing new in predictions: February 26, 202611:08 AM PST ‘”Smartphone shipments are expected to drop 12.9% to 1.12 billion units, the research firm said in a report. “What we are witnessing is not a temporary squeeze, but a tsunami-like shock originating in the memory supply chain,” said Francisco Jeronimo, vice president for Worldwide Client Devices at IDC. A rapid build-out of AI infrastructure by tech firms such as Meta, Google and Microsoft has captured much of the memory chips supply, lifting prices as manufacturers prioritize components for higher-margin data centers over consumer devices. Memory chips, or DRAM, are crucial to smartphones as they allow power-hungry applications to run smoothly. Analysts have said rising component costs will force budget-device focused companies to pass the expenses on to consumers, just as demand at higher price points is weakening. IDC expects a modest 2% recovery in 2027 as the crisis eases, followed by a 5.2% rebound in 2028, though it said that the market was unlikely to return to previous norms. A rapid build-out of AI infrastructure by tech firms such as Meta, Google and Microsoft has captured much of the memory chips supply, lifting prices as manufacturers prioritize components for higher-margin data centers over consumer devices. Apple and Samsung, with stronger balance sheets and premium positioning, are better positioned, IDC said. “The memory crisis will cause more than a temporary decline; it marks a structural reset of the entire market,” said Nabila Popal, senior research director at IDC’s Mobile Phone Tracker. https://www.reuters.com/business/media-telecom/smartphone-market-set-biggest-ever-decline-2026-memory-price-surge-idc-says-2026-02-26/'
on Premarket: Apple is green (and oversold) - 'After dropping $4.09 on Friday to $248.80, Apple’s share price is up $0.56 at $249.36 in pre-market activity. Index futures are decidedly in the green as we head toward today’s opening bell. Financial stocks, which were a casualty of least week’s sell-off, are higher this morning. Morgan Stanley, for example, is up $1.45 at $159.80 before the bell.'
on Apple as AI distributor - 'Gregg, upvoted. Our messages passed in the ether, but yes, no surprise to us here at Apple 3.0'
on Apple click bait from the Motley Fool a few days early - 'I thought Jack Lurch might be a sock puppet. But it’s worse than than… From LinkedIn: “Prior to The Motley Fool, Jake worked for 12 years at Credit Suisse.”'
