Joseph Bland on Premarket: Apple is green - 'Max Pain today was $4.35 UNDER the closing price. Just sayin’…'
on Apple passes the baton - '“Ternus’s challenge will be to preserve the profitable machine Cook built while restoring a stronger sense of technological surprise.” The first order of business is to find and plug the product leaks and security holes that feed the rumor monger Gurman’s and Kuo’s of the world. These leakers take all the surprise out of any product introduction for both consumers and investors and keep driving the “no innovation” narrative. I also want to defang any “influence” Bloomberg reporting has on the price of AAPL. But not sure that can be done.'
on Premarket: Apple is green - 'Now in the last hour of trading and Apple is off $2.79 or 0.90% at $308.51. Apple supplier Broadcom is up $3.04 at $367.07. There’s a story today about Broadcom I’ll cover after the market’s close today.'
on GM's decision to drop Apple's CarPlay fails an A/B test - 'On a related note, Walmart is adopting Apple Pay after years of resistance. Those negotiations must have been interesting.'
on Apple heads Evercore's list of the top six stocks to own - 'I suspect no one has ever been fired for parroting Gurman. Except to be replaced by AI.'
on Joy of Tech: How Apple got the fold tight and creaseless - 'Swaggy? Are they giving him away for free?'
on GM's decision to drop Apple's CarPlay fails an A/B test - 'Will GM actually pay any attention to this result? Or are GM executives convinced they know better than the consumer what the consumer wants? I’m betting the latter.'
on Apple heads Evercore's list of the top six stocks to own - 'Last week it was the naysayer Apple newscasts. This week, the Apple News has been positive. Let us see what the next week brings. Sometimes, the tone is set by Gurman’s Sunday notes.'
on GM's decision to drop Apple's CarPlay fails an A/B test - 'The burning question that new car buyers have these days is whether to get the 55 inch or 65 inch flat panel for the dashboard.'
on Bloomberg: Apple won't be selling any 'PervertPods' - 'Unfortunately, I have to for my band. It’s the most effective way to connect and promote my shows. Outside of that, I try to avoid.'
on Apple heads Evercore's list of the top six stocks to own - 'Looks like a pretty encouraging note to me. Daryanani has been relatively positive on AAPL for a while and I think he offers good perspective. He’s not as in-depth in his notes as Eric Woodring but explains things pretty well. I see a few analysts (Gene Munster again) mentioning the under appreciation of the Siri potential. I can’t recall seeing anything lately from Dan Ives. Maybe he’s getting ready to make another super prediction!'
on GM's decision to drop Apple's CarPlay fails an A/B test - '“What, more expensive?! And it doesn’t even have CarPlay?!!” Bring back Ballmer. For the entertainment value.'
on Counterpoint: As smartphone sales swooned in Europe, the iPhone outperformed - '“Smartphone” should never be a descriptor of the cellphone market. The “smartphone” market didn’t decline, the Android market declined. It would be far more accurate to describe everyone, EXCEPT APPLE, as Android, thereby separating out cheap, low cost cellphones, from in demand, aspirational iPhones no matter their higher prices.'
