Daniel Albaugh on Premarket: Apple is red - 'Debrovnik is an amazing, beautiful city. My wife and I were there a few years ago. Many scenes from the HBO show Game of Thrones were filmed around the city. Scenes from the Red Keep and one other castle (I forget which one) from the show were shot there as was Cersei’s walk of shame, and many other memorable scenes. If you’re a Game of Thrones fan, it’s a must visit city and tour.'
on Apple at $310.85: May's ninth record close - 'Is anyone else worried that should the base model be rescheduled to early in the following year that it will disrupt Q1 which is always apple’s biggest quarter? How will the market react in the short tern? Sell first, ask questions later?'
on Apple at $310.85: May's ninth record close - 'Regardless of why Apple is shifting to two release dates, high end premium Pro/Pro Max and Foldable Ultra sales in Fall still puts a lot of competitive pressure on all Android Premium models and buyers. If Apple shift its second wave of “value” base iPhone, iPhone Air, iPhone 18e models, plus discounted prior base models and leftover Pro/Pro Max models, plus larger supply of refurbished models traded in, IMO, this puts huge competitive pressure on Samsung’s January-February Galaxy S and Galaxy A-series introductions. Sure, they will still sell (some), but imagine your mid-January intro, and early February release only to be completely swamped by press coverage and consumer attention of what Apple will intro and release in mid-Feb to Early March. ANY Samsung sales momentum could be directly blunted by having to go against Apple iPhones head to head. Not so much the A-series but if A-series gets price increases, that puts them in same range as refurbed 3-4 year old iPhones. I would almost guarantee Samsung and other Android/Chinese OEM makers will shift “their” intro and release dates yet again to either take on Apple directly, or avoid Apple at all costs, because sales and margins into 2027 are going to be tough to maintain due to the memory cost crunch. Like it or not, Apple has all the leverage here, and even though Androids have had split intros for awhile, they did it and kept it knowing Apple was a one time September through December Q4 – Into Q1 March sales juggernaut. This also siphons off the higher value buyers ahead of Galaxy S intro. Now Android makers will have to react (and will) to Apple’s release date splits and potential conquest sales in Q1 & Q2. Yes, Galaxy S26 sales are off to a fast start, just as S25 were last year. But notice Samsung themselves for Q2 note waning effects from Galaxy S introduction as sales taper off quickly. Will the Galaxy S26 manage to top the 37M Galaxy S25 series sold? The same things happened with Z Foldables the last two years, hitting a wall at 11-12M in 2024 and plateaued around 10-11M for 2025, Huawei being formidable competition, both IMO quite worried about what an iPhone Fold will do to the market. This all coincides with reports that TM Roh, head of Samsung MX Mobile division warns that smartphones may end up losing money (negative profits) this year due to sharply rising costs and faltering demand due to price hikes and competition. IMO, you’ll see some Android makers quietly scramble to avoid Apple’s release schedule. We’ll see. Oh, PS – recall that the iPhone 17 base model is selling hugely in China, being the best selling premium model there by 3-5x nearest competitor. Now imagine Chinese buyers delaying purchases into Jan-March waiting for the newest base iPhone, juiced by Lunar New Year and 618 sales festivals promotions, discounts and sales push plus local Chinese subsidies. Apple could potentially take Q4 and Q1 lead in sales in both quarters. This tweak to Apple’s release schedule maybe real trouble for Android, not just in sales volume, but overall revenues taken by Apple and what’s left for Android.'
on Premarket: Apple was red, turned green - 'David: What do you wonder about American Tower? It’s highly rated with an attractive 3.77% dividend yield and it’s a REIT with about 180,000 sites all over the world. Are you concerned there’s competition from satellite-based solutions?'
on Premarket: Apple was red, turned green - 'The original iMacs were also a huge risk and look where they are now. Ive and Newson are hugely talented, intensely rigorous and considered designers, I don’t think this is a bit of a punt. Too early to tell with the Luce and Vision Pro. Apple Tv was a ‘hobby’ for a long time. More than likely it give some idea as to where Titan may have ended up.'
on Premarket: Apple was red, turned green - '” For now, he can choose between satellite and 5G terrestrial radio internet.” For over a year I relied exclusively on 5G cellular for internet connectivity. Last month I finally got TDS Fiber in my 130 yo neighborhood. Speed test on my WiFi says I’m getting about 400 gig up and down now. Except for being a little bit more reliable I’m not seeing a discernible speed boost. Cellular for my iPad cost me $10/month. TDS Fiber WiFi costs me ~$50/month. I’ll be interested in seeing what satellite service, when it’s available, will cost.'
on Apple at $310.85: May's ninth record close - 'Insert your favorite recording of Joni Mitchell’s “Big Yellow Taxi” here….'
on Apple at $310.85: May's ninth record close - 'It clearly needs a shopping center and big parking lot! Maybe a Trump Tower Hotel to attract more tourists! 🙂'
on Premarket: Apple was red, turned green - 'On the topic of Jony Ive and his EV Ferrari that he designed, for those of you who have Apple Newstand+, there is an article in Barron’s dated May 26, 2026 regarding this vehicle and in particular this rather derogatory snippet: “Social-media users panned the new EV, which bears little resemblance to some of Ferrari’s best-known supercars. (It also isn’t red in the picture.) Some compared the Luce to budget EVs such as Nissan’s Leaf, which sells for about $30,000.” Ouch.'
