Steven Philips on Craig Moffett's Apple rating has gone from Sell to Neutral with a $234 target - 'Do you mean that he HAS had finer moments?'
on This week's Apple trading strategies (12/22-12/26/25) - 'We were talking about the big PowerBall lottery at Scotch Club last night. (It’s actually a better-than-even bet, lump sum exceeds 1/(odds / bet).) In particular we were talking about private jet ownership vs fractional ownership, etc. The consensus was “buy the jet then contract a ‘fractional’ company to staff it and rent it out when we weren’t using it.”) Me, I’d go for renting the jet when I needed it and build a nice art collection. We went to the Winslow Homer watercolor exhibit at the MFA a couple weeks ago, and something by Homer would be in my top 3 want-list. 🙂 🙂'
on This week's Apple trading strategies (12/22-12/26/25) - 'According to Dan Ives: Microsoft up 30% to 40% in 2026. Tech as a sector up 20% in 2026. Microsoft to hit a sweet spot in 2026. Apple a table pounder in 2026. Ring in the New Year now!!! OK, let’s get through Christmas first. All this would be quite a gift to investors! Oracle at $250 next year. I definitely want an invite to this party! It will be like a year-long rave for us tech investors! OpenAI is the epicenter of this stage of the AI revolution. A formal partnership between Apple and Alphabet on AI. Apple up $75 to $100 a share next year. The company is the #1 large cap name to own here. This is all good stuff! Let’s see what happens… I want that South Pacific island with the big port for my mega yacht! We can all dream, right? I like that – $75 to $100 higher on Apple! Bring it on!'
on Craig Moffett's Apple rating has gone from Sell to Neutral with a $234 target - 'Good point. Moffett set a low price target and made up stuff to support it. Or, “My mind is made up. Please don’t confuse me with the facts.” And, when people buy the higher memory options, the margins are superb. OK, so maybe a tiny bit less superb. Crying all the way to the bank.'
on This week's Apple trading strategies (12/22-12/26/25) - 'Re the interview – I agree. I do think that Dan is trying to overwhelm us with his wardrobe selections though. They get ever more garish – the clash between the shirt and tie is legendary. Almost like he’s screaming out for attention more than usual. Oh well, Merry Christmas/Happy Hanukkah/Solstice/Yule/etc to all. Even to Dan, and all the other analysts out there. Peace to all men and women of good will, not just at this time of year but all year long. And next year, and the year after that, etc. And if you’re also a subscriber, hey Santa: I’d love to see a Christmas rally for AAPL!'
on This week's Apple trading strategies (12/22-12/26/25) - 'Nice AAPL run the last 15 minutes of trading Friday! Must have been related to the quad witching (expiration) day?'
on This week's Apple trading strategies (12/22-12/26/25) - 'I wasn’t overly whelmed by this interview. Just sayin’.'
on Craig Moffett's Apple rating has gone from Sell to Neutral with a $234 target - 'I don’t quite get the Analyst’s concern with memory prices. Yes, memory prices are and will rise as demand has outstripped supply. For Apple, as one of THE largest customers of all the memory makers, they are ordering in the hundreds of millions of parts, and primarily mobile type high performance memory. Because Apple has some of the highest gross margins and buying clout, they can still negotiate better prices than most, even Samsung. Chinese OEMs might get a break from any Chinese memory makers, but for most all of Android, their margins are thin already, and any memory cost hit will require parts reduction, limits in memory sizes, or price increases. I don’t see Apple raising prices appreciably unless the market goes really haywire. I anticipate memory makers expanding production eventually and prices coming down within a year or two. Apple may have some price elasticity with its users but I don’t think Apple is going to push that, except maybe with the new Foldable.'
on Premarket: Apple is red - 'Ron Fredrick said:”Now granted, my money was a lot scarer in those days but my desire to gamble is the same as it was then.” **Um…”scarer”? I meant to type “scarcer”, of course. As in “not enough of something”, not “One who scares”. 🙂'
on Premarket: Apple is red - '@Joseph: “Wow! What an ending! Did the slingshot just get released?” With a beach ball launched.'
on Counterpoint: Five global product markets Apple dominates by revenue share - ' Gregg, I know you know all this…. It doesn’t hurt to be reminded.'
on Saturday Apple video: Steve Jobs' NeXT has birthing pains - 'You have discovered a gem, Philip! I can only hope that Craig Federighi is holding retreats like this, planting the seeds of a new corporate culture, to re-create a company that is built from the heart. I can only hope that Apple has somebody who is the keeper and reiterator of the vision.'
