David Drinkwater on Who's coming to the July 11 Apple 3.0 meetup? - 'Boston is practically in PED’s back yard, so that, at least, would be an easy trip. As a kid and as a prep school and university alum, I’ve driven the southern New Hampshire / Vermont and northern Massachusetts east-west byways many, many times. There are some gorgeous views out there in the sticks.'
on Who's coming to the July 11 Apple 3.0 meetup? - 'July or June? Is it not associated with WWDC this week?'
on Who's coming to the July 11 Apple 3.0 meetup? - 'It’s at Cafe Pro Bono in Palo Alto on July 11. Joe has not set a time yet – maybe a cocktail hour before dinner would be a good idea? Sort of a meet and mingle before sitting down for dinner. Thanks to Joe for all his work setting this up!'
on Who's coming to the July 11 Apple 3.0 meetup? - 'If this is successful, I hope there’ll be a Boston meet. In the meantime, safe travels to PED and others attending.'
on This week's Apple trading strategies (6/8-6/12/26) - 'These are the year-to-date (YTD) share price performances of the Terrific Ten equities ranked by percentage gains in share prices over this time and the percentage gains in the major stock indexes over the same period. The equities are ranked following last week’s dramatic market sell-off. Four of the ten equities are in the red on share price performance so far this year. Taiwan Semiconductor (TSM) up 38.58% Alphabet (GOOG) up 16.56% Russell 2000 – up 13.31% Apple (AAPL) – up13.05% Broadcom (AVGO) – up 11.45% NASDAQ Composite – up 10.62% NVIDIA (NVDA) up 9.97% S&P 500 – up 7.86% Amazon (AMZN) up 6.59% DJIA – up 5.83% Berkshire Hathaway (BRK) – down (2.82%) Meta Platforms (META) down (10.16%) Tesla (TSLA) down (13.06%) Microsoft (MSFT) down (13.84%)'
on Who's coming to the July 11 Apple 3.0 meetup? - 'Date? Time? And place? There is going to be a lot to talk about after this week'
on Ives and Kantrowitz on Apple's WWDC (video) - 'Robert, I’ve been saying it for quite a while, disappointed that you had to ask. In my mind there are only two things of value for Apple to announce: a) anything that clarifies Apple’s “AI” vision (including SIRI) that will ship with iPhone 18, and b) Vision Pro II and its ecosystem of vision apps/Services that will ship during the December quarter. Everything else will be noise.'
on Ives and Kantrowitz on Apple's WWDC (video) - 'I have to disagree with Alex Kantrowitz that Apple hasn’t released anything with AI yet. Apple uses a lot of AI, it just hasn’t been released as a chatbot. The tools for improving photos or touching up photos work well. In the messages app the suggestions for upcoming words have gotten a lot better. I see other places where little messages pop up about upcoming flights or other events. They are subtle, not in your face prompts. I haven’t used them but Apple also released a bunch of app updates (Pages, Numbers, Final Cut, …) with AI tools for images and writing.'
on CNBC: What to expect from Apple at WWDC 26 (video) - 'Worse, Gregg: They’re Luddites, obsessed with freezing future progress….'
on Ives and Kantrowitz on Apple's WWDC (video) - 'Still wondering why no one talks about developer tools or Edge Agentic. All three see Apple as the gateway to cloud LLMs. No one mentioned the rampage to get the Mac Mini for edge AI; Nor Jensen’s rush to announce RTX Spark to compete with M-series; Nor Apple’s LMX to run LLMs on Apple devices and easily migrate to CUDA if massive scale is needed for LMX authored applications.'
on Ives and Kantrowitz on Apple's WWDC (video) - 'Dan Ives is the financial world’s fashion equivalent of what Chi Chi Rodriguez was to the golfing community back in the day.'
on Ives and Kantrowitz on Apple's WWDC (video) - 'Better than the previous video. Loved the detail in Dan’s jacket! 🙂'
