David Emery on Still no Apple price target from KeyBanc despite raised estimates - 'Still no Apple price target from KeyBanc despite raised estimates Ask me if I care….'
on Premarket: Apple is green - 'This ahole is unhinged and spiraling. This is how you talk/write? Unbelievable. On Easter. SMH.'
on Saturday Apple video: Steve Jobs' 1999 campus speech - 'It’s a wonderful book! Quite hefty…but with a surprisingly flimsy dust jacket. I put a Brodart Just-a-Fold clear, sturdy, protective cover over it and it looks great.'
on This week's Apple trading strategies (4/6-4/10/26) - 'The amount of reporting by technical people, whose “AI” knowledge is more than skin deep, is almost growing exponentially in favor of Apple’s on device strategy, and doing so with technical explanations that simultaneously decry the LLM data center model that’s been getting so much positive media play these past 2-3 years.'
on This week's Apple trading strategies (4/6-4/10/26) - 'OT: More from Errol Brandt at Kiraa.ai. This is the guy who earlier posted a video titled “Why Apple is Quietly Winning the AI Race.” I don’t understand most of the video below. Still, I’m excited by what he’s saying. https://youtu.be/6ZGlseSqar0'
on Saturday Apple video: Steve Jobs' 1999 campus speech - 'I’ve been reading Pogue’s history of Apple and I’m enjoying it -very much-. The first computer I bought was a TRS-80, rather than an Apple II, but I remember reading “Byte” and tracking the growth of the personal computer world. There’s a lot of ‘zeitgeist’ in that book. Plus the way Pogue organized that book, with the little snapshot biographies of key people, the side box excursions, and the anecdotes, makes it like reading a book-length magazine article. After reading Schake’s rather depressing book “The State & The Soldier”, I needed something more up-beat.'
on This week's Apple trading strategies (4/6-4/10/26) - 'The world really needs safety rails between users and AI, and Apple is not only laser focused on providing that, but far better positioned to provide it than its competitors. “Just the facts, ma’am.” – attributed to Joe Friday, Dragnet'
on Amazon wants Globalstar. Apple owns 20 percent - '”Another nightmare thought- could GlobalStar sell their share and Apple become partners with Amazon?” Or it could incentivize Apple to increase its stake in GlobalStar to 51%. I would be shocked to learn that Apple doesn’t have a first right of refusal clause in its original partnership agreement.'
on This week's Apple trading strategies (4/6-4/10/26) - 'Have never disagreed with a POV more. The Wordpress comparison is especially egregious, in that the Wordpress iOS app offers content management for static web pages, not a pointer to some dubious, unvetted vibe coded web site that can request sensitive information or redirect you to a darker part of the web. The desktop portal allows plugins and such, but those are rife with vulnerabilities. Apple will probably introduce an AI App Store in the near future, but it won’t stop vetting apps there either, for reasons of safety and compliance. In a couple years it will grow so exponentially that the EU will start complaining about fairness and what have you. Rinse and repeat.'
on Amazon wants Globalstar. Apple owns 20 percent - 'Every day there are dozens of startups with good ideas. Ideas that will make investors a lot of money. It shouldn’t be surprising that Apple looked at those ideas, and agreed they were good. But were they great ideas that augmented Apple’s long term growth plan? Many do, and from time to time we see some of those acquisitions. Not acquiring all of the good ones (or even a large percent of them) is not an example of Apple letting opportunity slip through its hands. It is however an example of staying highly focused on its 10-15 year plan, a plan that made Apple the first $Trillion company, the first $2 Trillion company and the first $3 Trillion company. If it wasn’t for the irrational rush to “AI” Apple would still be a $4 Trillion company. But as Apple brings ideas that it said yes to a long time ago (Apple Intelligence, Apple Vision Pro, Spatial Services (Store), Apple may be poised to become the first $5 Trillion company. Apple follows its own path, and wishes everyone else well. That isn’t the same thing as “letting opportunity slip”.'
on Amazon wants Globalstar. Apple owns 20 percent - 'From FOB Sharon Lawton (sent by email): Amazon already has Leo and is already building partnerships for its internet services. Just one more example of Apple letting opportunity slip.'
on A weightless Apple iPhone floats across the screen - 'Waiting for the new color called Moonlight.'
on A weightless Apple iPhone floats across the screen - 'Why not both? 😉 Maureen O’Hara for me, but the choice is difficult. I hope that they all lived very happy lives.'
on Saturday Apple video: Steve Jobs' 1999 campus speech - 'Perhaps not couldn’t, maybe wouldn’t. Tim’s first comm meeting was great and he shared with us the not previously disclosed plans for opening 7 (I think) Apple stores in China. But after that he stopped sharing internal information and lost my attention such that I soon stopped watching them. Steve was like the lightsaber, a person from a more civilized age.'
on Saturday Apple video: Steve Jobs' 1999 campus speech - 'Yep, Anice. Steve Jobs & Co. Made Apple Great Again. And oh how ironic that, after just one year of Trump 2.0, we now have to do an enormous amount of work to simply MAAGAIWA (Make America As Good As It Was Again)….'
on A weightless Apple iPhone floats across the screen - 'iPhone. The official phone of NASA. Or is it also now being called: “Space Force?” I’m waiting for a comment from Lina Khan or Jonathan Kanter that this is an extreme Antitrust violation that mandates an injunction and stifles Android from being able to participate in the space program. An egregious suppression of innovation by eliminating a competitor from a high profile taxpayer funded governmental program. Will a lawsuit be filed before they circle the moon? Before the capsule splashes down? Or after they splashdown? Is it true the real reason the toilet malfunctioned was because one of the astronauts who happens to be a longtime terrestrial Android user flushed their iPhone down the toilet as a protest of sorts?'
on A weightless Apple iPhone floats across the screen - '”Hopefully they’re shooting their videos in 3D mode! ” The thought has my heart palpitating like a 16 year old (1963) being introduced to Sophia Loren.'
on Morgan Stanley: Apple upgrade rates are at all-time highs (video) - 'I think part of the “blindness” you reference is willful. Or sadistic. Many people want “Apple schadenfreude” (i.e. “Apple is doomed”, which we all so frequently reference). And when you add to that technical ignorance/incompetence/disingenuity, you get a lot of people saying things that are technically inaccurate and/or dishonest.'
on Morgan Stanley: Apple upgrade rates are at all-time highs (video) - 'Woodring also speaks very sensibly. He doesn’t exaggerate. He doesn’t proclaim omniscience. He just says “in our model”, which is really all he has. And he presents is as a very reasonable model. Kinda miss Katy, though. 🙂'
on Bloomberg: Apple is shipping a foldable iPhone this fall, smart glasses next year - '“Excuse me: could you say that again to this pen in my hand?”'
on Bloomberg: Apple is shipping a foldable iPhone this fall, smart glasses next year - 'I almost hate to admit this, but I fronted the money to read Bloomberg stuff so that I could, in fact, read Gurman’s stuff “in person”. Apple pays me well enough that I can afford to. *shrugs*'
on Amazon wants Globalstar. Apple owns 20 percent - 'I own Globalstar in my portfolio. AAPL is by far my largest holding, but GSAT is not small and is currently solidly in second place, and last week, it got a lot bigger. (Quallcomm is in third place and then I digress into Amazon.) Their one-year chart is quite impressive. Their market cap is currently about $10b, which is not small, but for Apple, that’s only $8b, and as PED suggests, Apple is getting its money back over recent history. The two big questions are: 1) what is Trajectory vs Hisory (past performance does not guarantee future results)? 2) does it make sense for Apple to acquire Globalstar? I can’t predict the future, so I won’t touch (1), but given what Apple has been sharing with us about it’s satellite services, I think (2) is a yes (which would materially increase the value of my AAPL holdings). In theory, given my holdings in AAPL and AMZN, I should not care if either one acquires GSAT, but nonetheless, I do.'
on Saturday Apple video: Steve Jobs' 1999 campus speech - 'Upvoted. Fabulous. I only cringe at the work “operationalisation”, because I am an integrated supply chain guy myself and it feels like corporate speech or Newspeak (c.f. 1984). Very nice piece, Anice.'
on Saturday Apple video: Steve Jobs' 1999 campus speech - 'I love that this happened outdoors, completely against the grain of what we see with today’s tech execs who shield themselves from the elements (and their employees) in their heavily-curated environments.'


