Michael Goldfeder on Premarket: Apple is red - '@Bart: Thank you for posting that video. Information we would never receive but for outstanding posters such as you on Apple 3.0!'
on Horace Dediu: There's a limit to how much memory cost Apple can swallow - 'Using a similar metaphor, maybe an amputation in the White House?'
on Horace Dediu: There's a limit to how much memory cost Apple can swallow - ' It’s still a tenet of semiconductor business that all shortage is followed by a glut since supply reacts to demand with a delay Ah, the supply chain bullwhip effect IF the memory demand is truly a relatively short-term temporary high but the upstream suppliers reacts/rushes to meet it as a future normal. Let’s see who manages this classic inventory management problem best. You know the answer…'
on Horace Dediu: There's a limit to how much memory cost Apple can swallow - 'Once again, used iPhones impact the market, especially now, hurting mid-tier Androids. At the same time, trade-ins mitigate the cost to iPhone upgraders. Plus most of Apple’s demographic can tolerate price increases more easily. The price increases seem dramatic. The real impact may not be so severe. Since 1/6 of the IB upgrades on average each year, the price increase, averaged over 6 years, looks much smaller. Apple could preserve GM $’s even at lower GM %. At last earnings call, Apple said they dropped the drive to cash neutral. No doubt, this memory crunch factored into their decision.'
on Horace Dediu: There's a limit to how much memory cost Apple can swallow - 'This announcement by Tim Cook right now seems to take some pressure off of Ternus when he assumes the CEO role. I think he is trying to keep the slate as clean as possible when Ternus assumes the helm.'
on Premarket: Apple is green - 'David, this President is in power because of the very deep pockets that are now being given free rein to push AI no matter what. How convenient…. But I’m sure it’s just a coincidence…. /s'
on Premarket: Apple is green - 'Wow. Year-to-date Corning is up well over 100%. Today the shares are up $17.94 or 10.23% at $193.34. After spiking to $300.57 in late morning trading, Apple is now up $2.15 at $298.10. All four major market indexes are in the green in early afternoon trading. Leading the S&P 500 higher today are Sandisk, up 10.59% at $2,166.15 and Intel, up 10.33% at $133.62. Nearly 60 of the index’s components are in the green in early afternoon trading.'
on Wedbush sticks with its Buy rating and Street-high Apple $400 target - 'Apple controlling the supply chain: Apple has invested in GlobalWafers in Texas, which is building out its 2nd phase (part of that $600 billion in US investment). The first phase is working its way up to 600,000 a month. When the 2nd phase is complete next year, it will produce over 1 million wafers a month. It appears that Apple will have first call on these, supplying its needs not only from TSMC and Texas Instruments but likely the necessary wafers for much of its needs. Can’t make chips without the wafers.'
on Premarket: Apple is green - 'I do not see how “Republican Leadership” has -anything to do- with the massive demand from hyperscaler AI for memory and other kinds of storage. And that’s probably the only component of overall inflation (along with electricity costs) that I can’t blame on Trump administration policies.'
on Trump breaks Apple news - 'I think this is probably more Trump having an effect on Intel, then Apple have an effect on Trump'
on Trump breaks Apple news - 'Or anyone else’s success as he crashes & burns & looks like a buffoon.'
on It's Juneteenth tomorrow. What has Apple done for African Americans lately? - 'Apple runs Apple Developer Academies around the world. The only one in the US is in downtown Detroit. Not strictly an African American institution, it is in the heart of a very large African American community.'
on IDC: Apple's iPhone will defy gravity in 2026 - 'Whatever demand there is, it won’t be for AI in and of itself, it will be for the capability that embedded AI provides to the OS and/or apps that people actually use.'
on Mark Gurman: Apple's AirPods with eyes pushed back one year - 'That way it can be either late if it shows up next year, or early and buggy if it shows up this year! It’s perfect for him.'
on Premarket: Apple is red - 'Here’s an English language video reciting and expanding on the same article. Probably couldn’t see this criticism in mainland China: https://youtube.com/watch?v=1rxnNwecqBs&is=mWKbkCORi5vwNH1Y'
