Recent Comments

  • Gregg Thurman on 28 million views in 4 days - '” I’m looking at Night Sky, 1 TB, $50/month lease after trade-in.” Your comment reminded me of my first iPhone (bought on launch day). There were two memory options: 4 megabytes and 8 megabytes. I didn’t think I would ever need more than 4 megabytes (I didn’t) but bought the 8 megabyte version anyway. And now, here we are 20 years later, and we have terabyte options. I still have that iPhone. It boots up and functions perfectly, except that nobody supports 2.5G service anymore. Maps took forever (compared to today) to give me bad directions.'
  • David Drinkwater on GM reverses itself, designs new dashboard with Apple and Google - 'You’re not wrong, Joe, but at least this is not like the late 2000s, and GM have chosen to take a course correction. We’ve seen that across quite a few large companies who initially chose to turn down Apple. Does anyone have any sense of what Apple’s “tax” was for Apple Pay and Card? Presumably it was Goldman and/or MasterCard who was collecting the Card taxes, right? I don’t know/understand why so many large businesses tried to fight it.'
  • Steven Philips on Apple owned the 2026 Emmys - 'Just like with oysters (:( ) everyone has their own taste in “humor”. Ex. British vs. American. Many people hated Monty Python. Etc..I hated Bob Hop’s standup. Loved Shelly Berman. Was Lenny Bruce “funny”? Etc.'
  • Joseph Bland on GM reverses itself, designs new dashboard with Apple and Google - 'Too little, too late, GM.'
  • David Drinkwater on GM reverses itself, designs new dashboard with Apple and Google - 'I would think it would be difficult to maintain two platforms, so I would expect it to diffuse across their whole offerings base.'
  • Aaron Belich on 28 million views in 4 days - 'Like John Siracusa, I can’t wait to get to an Apple Store to play with a duo. However, still too many compromises that do not add it up to a win for my use cases. It’s cool in some respects, but it’s not for me.'
  • Joseph Bland on Premarket: Apple is red - 'A big spike up on Friday and Monday following a stupid selloff earlier in the week, a meh trade on Tuesday, and a very low volume (31.4 M trades) and very moderate drop (0.52%) on Wednesday, tells me there’s little enthusiasm to buck the upward trend Apple has going for it. Add to that what is looking like a better than average final quarter for FY ‘26, and I expect FY ‘27 will start off with plenty of room to keep the present valuation going into FY ‘27 Q2, or maybe even re-scale that 40 valuation peak for a third time in the past year. I’m not expecting $400+/share, this year, but it’s not that far off, the Maker willin’ and the creek don’t rise. IMO….'
  • Joseph Bland on Apple owned the 2026 Emmys - 'Must be an acquired taste, like eating oysters raw. (I have fond memories of Morro Bay oysters fresh caught, fresh shucked, and slithering down my gullet…) I’ll continue for the 3rd time, watching and waiting for it to be “funny”, but honestly, I find more humor in “Pluribus”….'
  • David Emery on GM reverses itself, designs new dashboard with Apple and Google - 'We’ll see JUST HOW FAR this goes… Will this reach GM’s full project line, or just “selected models based on consumer demand’?'
  • Fred Stein on GM reverses itself, designs new dashboard with Apple and Google - 'Ad AI to the mix. Private tour guide telling history tales as you pass landmarks, or finding resources you might need on the road ahead.'
  • Fred Stein on GM reverses itself, designs new dashboard with Apple and Google - 'Great news – thanks And great news from a struggling Angel investment just got off the phone. All things come to those who wait. As long as they work like hell while they wait. Go Apple – team and leaders.'
  • James Hillhouse on GM reverses itself, designs new dashboard with Apple and Google - 'What a waste of energy that was GM’s short-lived transition from CarPlay.'
  • George Kiersted on GM reverses itself, designs new dashboard with Apple and Google - 'There now, GM. Was that so hard?'
  • Fred Stein on Apple owned the 2026 Emmys - 'I”m with you Ron on all three opinions. But heck, as investors, we’re happy. Slow Horses: Season 6 E 1 tomorrow night.'
  • Stephen Gordon on Apple owned the 2026 Emmys - 'Widow’s Bay is so much fun, Stephen King with a lighter touch.'
  • Eliot Wilson on Apple owned the 2026 Emmys - 'Keep watching the show…at least through episode 3 where the fun picks up'
  • Ted Kluger on Apple owned the 2026 Emmys - 'It’s a strange show, Ron, and not really a true comedy per se. It’s more of a twisted, light-horror sit-com if anything. Whatever it is, I enjoyed it all.'
  • Ron Fredrick on Apple owned the 2026 Emmys - 'Kemble Widmer said: “It’s exceptional Gregg” **Please help me out, Kemble. My wife and I watched the first episode of “Widow’s Bay” last night and found nothing funny at which to laugh. We’ve thoroughly enjoyed other Apple TV shows, like “Ted Lasso” and “Slow Horses” and hope “Widow’s Bay” is just a slow starter. Is there comedy ahead or just bizarre circumstances?'
  • Robert Paul Leitao on Premarket: Apple is red - 'It’s just after 2pm in the east and the four major indexes remain in the red on the day. Apple is also under pressure and is currently down $2.48 or $0.75% at $330.60. IBM, a name very much in the news over the past few days due to the company’s leadership in quantum computing, is up $2.09 at $251.18. Overall it’s yet another challenging day for the broad market.'
  • Michael Goldfeder on Apple owned the 2026 Emmys - 'I can still remember everyone belly laughing back in March, 2019 when Apple made the announcement that they were entering the streaming wars. Looks like Apple is having the last laugh and didn’t need to spend bazillions to acquire a film studio or content library like everyone said they had to do otherwise their misguided streaming venture would flop.'
  • Robert Paul Leitao on Premarket: Apple was red, turned green - 'David: I had a link to share with you but it’s not working. I believe Corning’s equity distribution agreement with Goldman has more to do with demand for optical cable and the costs of furnaces than demand for display glass from Apple for the iPhone.'
  • Steven Philips on Premarket: Apple is red - '“What goes up must come down. Spinning wheel’s got to go round. “'
  • Michael Goldfeder on Evercore: iPhone 18 orders are 'off to a strong start' - '@Rodney: Thanks for that insight as to Duo preorders for business accounts.'
  • Cy on Evercore: iPhone 18 orders are 'off to a strong start' - 'I was certain I would get the foldable long before launch. But I’ve pre-ordered a ProMax 18 to replace my ProMax 17. Spending time outdoors (e.g., just completed the ADK46 in 58 days) hiking and on my property, I’m concerned how the Duo will hold up in such environments. For example, getting dirt on the inside screens, the occasional drop on the ground or rocks, etc. Also, the camera downgrade is uninspiring. Still thinking about a Duo though. If I can get satisfied on Duo durability before I open the ProMax, I’ll return the ProMax and pre-order the Duo. I’ve also thought about running both a ProMax and a Duo but that seems slightly awkward. And what’s pushed me away from two phones for now is the rumor of a larger foldable. If a foldable is for ‘easy’ use and my ProMax the knock-about, the Duo would last a couple years and I’d rather wait for more screen real estate. It would certainly make sense for AAPL to expand the foldable line just as they have the current iPhone. Presume AAPL is waiting for component costs, availability, production yields, demand, etc. to improve before expanding the foldable line-up.'
  • Kemble Widmer on Apple owned the 2026 Emmys - 'It’s exceptional Gregg'
  • Robert Paul Leitao on Premarket: Apple is red - 'As we finish the first hour of today’s trading, I’m describing the S&P 500 as the “Red See” because most of what one will recognize is the color red across the scape. About 76% of components are trading below Monday’s closing prices. Apple is currently down $3.91 at $329.17. Among the tech companies moving higher today is Cisco Systems. The shares are up $0.64 at $110.70. The company is launching new Splunk tools. The company was named Splunk before Cisco acquired it.'
  • Gregg Thurman on Premarket: Apple is red - 'It’s a short trend, but AAPL seems to be channeling $330-$336.'
  • Gregg Thurman on Apple owned the 2026 Emmys - 'I may have to start watching it.'
  • Greg Lippert on Apple owned the 2026 Emmys - 'Not only Widow’s Bay but Apple’s DNA all over the awards. The little streamer dominated with Pluribus, Slow Horses and more.'
  • David Emery on Premarket: Apple was red, turned green - ' It’s reportedly intended to provide capital as a backstop for some big capex contracts. Am I wrong in thinking that Corning is expecting an expansion of orders? Could they challenge Samsung for folding displays?'