Gregg Thurman on This week's Apple trading strategies (9/28-10/2/26) - '”Any comments?” Yes. Your example covers a 2 year period. My example covers a 22 year period. Both are valid as far as they go. It may be that I should look for periods where historic trend shifts start and stop, example: AAPL’s adherence to a 22 year trend may be greatly challenged, as a clearer AI strategy (a major catalyst) is revealed by Apple. My gut tells me that the seasonality of Apple’s revenue will revert to the norm over time. That reversion could take some time. As AI has the potential to greatly impact revenue trends for an extended time (3-5 years?), my historical analysis may prove to be out of date. The launch of iPhone 6 and iPad could be comparable shift periods.'
on This week's Apple trading strategies (9/28-10/2/26) - 'That’s for NVdia, not Apple. “ On September 28, 2026, NVIDIA announced that its Board of Directors authorized a historic $150 billion increase to its existing share repurchase program. This massive addition brought the company’s total remaining buyback authorization to $235 billion, which management expects to execute through fiscal year 2028 (ending January 2028). It stands as the largest single stock buyback authorization increase in U.S. corporate history, surpassing Apple’s $110 billion program from 2024. Prior to this record-setting move, the company (NVDA) had last expanded its repurchase program by $80 billion just a few months earlier in May 2026.” Apple authorized its $110B in buybacks on May 2, 2024. Apple also authorized $100B in 2025 AND 2026. That’s $310B over the past 3 years, with another potential authorization of $100B in about 8 months. While NVDA is flush with cash now and is rewarding shareholders with it, let’s see if they will have a sustained buyback run even close to Apple’s breadth and scope.'
on This week's Apple trading strategies (9/28-10/2/26) - 'As I continue my journey to a more resplendent and impactful life I’ve chosen this week to reinvigorate the discussions in the AAPL Independent Analysts group on LinkedIn. If you’d like to connect on Linkedin, please use this URL and send a connection request. www.linkedin.com/in/robertleitao Once we connect I’ll send an invitation to join the group. I enjoy increasing the number of venues for informed conversations about Apple.'
on Château de Mercuès - 'We usually go with Vermont Bicycle Tours (VBT). This time we tried Backroads. More expensive. Better lodging.'
on Château de Mercuès - 'Glad to hear you’re having a blast, PED! Just remember please: You’re no longer a spring chicken, so pace yourself! Aside from you being the cement for this blog, we care deeply about you, and wish you and yours long and rewarding lives!'
on Château de Mercuès - 'If I might ask, are you doing this via an organized tour group? if so, is there a particular tour guide biz you might recommend?'
on Château de Mercuès - 'PED: Is this an e-bike tour? Or are you and the others peddling away using solely leg muscle?'
on Château de Mercuès - 'Having spent time in that area myself, I highly recommend “the black wines of Cahors”… smooth, dark, yummy. By the way, as I recall, that Mercues chateau is high up… not a leisurely bike ride from the main road. Enjoy your trip!'
on Château de Mercuès - 'Looks like PED is eating well! The gastronomic experience The Lot Valley, on the outskirts of Cahors, nestled between the wild Causse plateau and sweeping meanders, is home to a wealth of culinary treasures: black truffles, saffron, foie gras, free-range lamb… La Table de Mercuès offers an immersive experience of cuisine deeply rooted in this region. Chef Clément Costes welcomes every guest as an invitation to discover a sensitive and discerning interpretation of the Lot region and Occitanie. His commitment is based on a firm conviction: cooking begins with respect for the produce. Ingredients are carefully selected, prioritising those sourced locally – grown or reared within 100 km – in order to preserve their identity. This approach gives rise to a true poetry of flavours, expressed through three set menus – ‘Découverte’, ‘Balade’ and ‘Voyage’ – comprising 3, 4 or 6 courses. A gourmet restaurant where precision of execution meets emotion. The menu may change depending on the day’s catch and availability'
on This week's Apple trading strategies (9/28-10/2/26) - 'Put it right here! Seems like any new Kiraa video is worth watching.'
on This week's Apple trading strategies (9/28-10/2/26) - '@Gregg: If the guidance is good and you feel it portends even better FQ1 results, then I would go for the February options as January options expire just before the Q1 reporting. (Assuming the Q1 reporting will juice the stock price.)'
on Apple at $341.07: A new record close - 'Joseph, It just goes to show. As Roseanne Roseannadanna used to say “its always something”'
on Saturday Apple video: The Smithsonian Steve Jobs Interview (4/20/95) - 'He talked about the school system almost stamping out his sense of curiosity at a young age. Glad he prevailed.'
on Apple's market cap keeps bouncing off $5 trillion - 'Yes, yes, yes! 1000 times yes! My old Time Capsule is suffering terribly, and I actually do occasionally rely on Time Machine to unf*ck personal errors. I would love to Apple to be my home WiFi network. All my home gear is dependent on WiFi. I want that to be Apple. (Nothing against Eero, but I want it to be Apple.)'
