John Konopka on Premarket: Apple is red - 'This was in the Apple stock app. https://stocks.apple.com/Ahq9ntm9KT1eKWXxN5FBVJQ Out of my area of expertise but sounds good for Apple.'
on Premarket: Apple is red - 'In early afternoon trading on this Monday the NASDAQ Composite has just set another new all-time high of 27,420.12. The S&P 500 is nearing record territory while the DJIA moves modestly higher. As Yahoo! Finance reports this morning, the US unemployment rate is approaching a record not seen since the 1960s – the number of consecutive months below 5%. The record sits at 64 months. Currently the rate has stayed below 5% for 61 consecutive months. There are a lot of factors in play, including demographics changes, that support today’s lower unemployment rate. On this day Apple is trading up $0.79 at $334.48. Among other gainers on the day NVIDIA has set a new all-time high today as it continues to push its market cap to record levels. Apple supplier Broadcom is also higher on the day. The shares are up $7.46 or 2.10% at $362.60.'
on In Texas, Apple lands the Beaumont independent school district account - 'Now if Apple can get Keanu Reeves as the Neo spokesperson… 🙂'
on Jim Cramer calls BS on Erik Woodring's Apple target cut - 'Heart (Cramer) or head (Woodring)? (Or could Cramer actually be ‘head’ ’?)'
on Mark Gurman: John Ternus hangs out in Apple's industrial design shop - 'Dan: Thank you. Today marks 40 years and yet, as I just shared with family, sometimes it seems like it was yesterday.'
on Mark Gurman retails Apple smart home rumors in his first 'Power On' podcast - 'I think you’ve got it. ( By Jove! 🙂 )'
on A big bet on Apple at $245 - '‘”Apple has options that expire each Monday, Wednesday, and Friday.” Thanks. I didn’t know that.'
on A big bet on Apple at $245 - 'My comment is if I had sold the puts. If I owned them and exercised them it would mean selling them to someone (putting) for a very big loss.'
on A big bet on Apple at $245 - 'Also that “steep line” should be vertical as there are no open puts (per Schwab info) anywhere near that value.'
on A big bet on Apple at $245 - 'PED: The chart shows those puts are expiring today. Apple has options that expire each Monday, Wednesday, and Thursday. I’d love to have those puts and have them assigned. That would mean someone will force me to buy 700,000 shares of Apple APPL at $245/share which I could then immediately sell for the current market value of $330+/share for about a $60 million gain. It’s possible to be assigned shares for an out of the money put but it would be crazy to do so.'
on Mark Gurman retails Apple smart home rumors in his first 'Power On' podcast - 'I think Apple is selectively using Gurman. I can’t for an instant believe that Apple’s security is that porous, especially in view of the lack of firings. While some of us greatly dislike rumor dissemination, they do keep Apple in the news. Looking back, when, if ever, has Gurman revealed a major news coup. If my addled brain recalls correctly, Gurman’s “scoops” have always been minor in nature or wrong. Additionally, Gurman knows this and uses these “leaks” to further his career.'
on Mark Gurman retails Apple smart home rumors in his first 'Power On' podcast - 'I seriously question how he gets his information. Either his source is inside Apple, who is probably breaking confidentiality agreements, or it’s outright IP theft.'
on Mark Gurman: John Ternus hangs out in Apple's industrial design shop - 'RPL, thanks for sharing your story. May your day be filled with fond memories and comfort.'
on Mark Gurman: John Ternus hangs out in Apple's industrial design shop - 'Bart: Thank you for your kind words. In the 40 years since I have never personally owned anything other than a Mac, I publicly chronicled my kids being raised on Macs and other Apple products and throughout my career I have introduced Macs into many of the offices where I have worked, including the office of my most recent employer. That’s now an all Mac environment. The clock has now moved us into the early hours of October 5th. Of course I miss my father. I also miss Steve Jobs. I do believe John Ternus will keep the Apple ethos alive for the benefit of humanity. For me it’s been all about humanity and the celebration of the human spirit. May the company and its customers around the world continue to prosper and together continue to build a world of peace, purpose and great promise.'
on Mark Gurman: John Ternus hangs out in Apple's industrial design shop - 'Robert, thank you for sharing such a heartfelt memory about your father and your shared interest in Apple technology. I’m sure he remains proud of all you’ve accomplished since with Apple at your side. That’s the mark of how a company, it’s products, and its philosophy shapes the relationship between users and makers, it’s not just a tool, but also a partner in discovery of what can be done together.'
on Mark Gurman: John Ternus hangs out in Apple's industrial design shop - 'Tomorrow marks the 15th anniversary of the passing of Steve Jobs. It also marks the 40th anniversary of my dad’s passing exactly 25 years to the day before we lost Steve Jobs. I’m composing this now as we discuss the presence of John Ternus in Apple’s industrial design shop with mention of the fact Steve Jobs enjoyed investing time in the same space. Tomorrow will also be the 40th anniversary, not coincidentally, of becoming a Mac owner. I literally inherited my first Mac, the new computer at the time that so intrigued my father. Forty years ago and back at home in Connecticut to comfort my mother, assist with all affairs surrounding my father’s untimely passing (both he and Steve Jobs were born in late February and were both 56 years old at the time of their passing), I started up my father’s Mac Plus – which actually lacked a hard drive – to write a eulogy from the perspective of a loving son. There was something so incredibly different and inviting about this unconventional PC. I felt free to explore my feelings in the midst of profound grief. There I sat at this Mac Plus composing words to be delivered to a packed church about the man who raised me and about the way he mentored and inspired so many others. Yet, it seemed, I lacked a few words. There was something missing I needed to add to the text. The story just wasn’t complete. So at my mom’s request I ran an errand to the local supermarket to buy some food for our grieving family members. As I was driving home from the store the three lines came to me. I brought the food into the house, ran upstairs and placed the three lines in the eulogy. I sat there and wept. The eulogy was intended to be a way for me to say goodbye to my dad. The three lines were, by God’s grace, my father saying goodbye to me. That Mac was now mine! The words of that eulogy were so powerful it silenced everyone in attendance for a little bit more than a moment’s pause. I finally recounted to my sister today what transpired as I prepared the words 40 years ago. People have often asked through the years why I’m so passionate about Apple products and why, through the decades, I’ve so enthusiastically championed the company. It’s because Apple products are designed with humanity in mind and, for me, have been impactful tools for healing, growth and personal learning. They have been truly vital instruments for the manner in which I have chosen to live and navigate my life. So my view is, if John Ternus, like Steve Jobs, desires to invest significant time in Apple’s industrial design shop, the company will continue to assist – through its products and services – in making the world a better place and assist in transforming lives like mine for the better. Thank you, Apple!'
on Mark Gurman: John Ternus hangs out in Apple's industrial design shop - 'Remember these groups are having to overcome the years Dye was in charge. New leaders and new members. He was put in charge of them and likely has been transitioning them into the full Apple culture. Or his view of the culture. I wonder how much he had input into the final Duo design? Apple is releasing a lot of new hardware so I am glad the hardware guy is more hands on here. These releases will be harbingers of Apple’s future so better make them something he can support. Being hands on is a good thing.'
on Mark Gurman: John Ternus hangs out in Apple's industrial design shop - 'This is awesome to hear. I often felt Apple had degrees of shipping paralysis and fuzzy use cases under Tim Cook. This could explain some of that. I never understood how HomePod and Vision Pro would have been released under Steve Jobs. Still not completely sure of their purpose(s). With this new approach, Ternus, Apple, consumers, and shareholders could benefit from real-time feedback, a reduction in rework/redesign, and maintaining release momentum. There’s probably also a return to some degree of psychological cultural safety that exited with Jobs. That is, a firsthand account that projects maintain accuracy and use case, while understanding and helping with any potential constraints. There’s probably many differing opinions, but this is incredibly exciting, at least for me.'
on This week's Apple trading strategies (10/5-10/9/26) - 'Apple ended Friday trading at $333.69. This is a price range first reached in the latter half of July. The shares are up 22.75% year-to-date and up nearly 30% over the past 12 months. Over the same periods the NASDAQ Composite is up 16.99% year-to-date and 19.03% over the past twelve months. The S&P 500 is up 12.81% year-to-date and has gained 15% even over the past 12 months. Apple has outperformed both major indexes over those two periods.'
on Mark Gurman: John Ternus hangs out in Apple's industrial design shop - '‘Visiting several times a day’ sounds disruptive. In my design practice we had a 3hour morning slot where we discouraged interaction so that you could immerse yourself in the problem. Every conversation, every meeting is a break in concentration. Clearly the design problems they are tackling at Apple are complex and require deep uninterrupted thought. …but I think it’s great that there is renewed interest in the ID department.'
on This week's Apple trading strategies (10/5-10/9/26) - 'For those that have yet to migrate their Apple devices to the latest operating systems I urge to consider doing so sooner rather than later. This Apple Newsroom article from September 14th has all the relevant information: https://www.apple.com/newsroom/2026/09/major-updates-for-apples-software-platforms-are-now-available/ I’ve just completed the updates on my devices and I’m working through the updates on the Apple devices for other members of the household. I’m becoming more positive on Apple with each major update I install. Seeing the ways in which my Apple Watch(es), iMacs, iPads and iPhone all work together so seamlessly and benefiting (marvelously!) from the new Siri really provide clarity on what I see as Apple’s opportunities over the next year.'
on Mark Gurman: John Ternus hangs out in Apple's industrial design shop - 'So – if the company owner stays out of the workers’ hair (stays in the break room) more work gets done? 🙂'
on This week's Apple trading strategies (10/5-10/9/26) - 'In my reading share prices, in general, are being propelled higher by higher earnings and not earnings multiple expansion. Apple has recently reached new all-time highs. This is due in part to market sentiment on the latest new product announcements. However, both Morgan Stanley and Bank of America have cautioned Apple’s decision to moderate price increases in the face of higher memory costs may influence gross margins in FY2027 which began last Sunday (September 27th). I’m quite bullish on the latest product announcements. I do expect further appreciation in the share price to be driven by net income growth and expectations for continued net income growth and moderated by some margin compression, which will occur market wide, in 2027.'
on Mark Gurman: John Ternus hangs out in Apple's industrial design shop - 'When I had my little 20 something person company I used to hang out in the break room a lot (large enough to accommodate 100+ people). After about 2 or 3 months I noticed that people spent less time there. I also noticed that productivity went up.'
on Premarket: Apple is green - 'Robert, I could not agree more. I just went from an Apple Watch series 7 to the Apple Watch 12 and I am completely blown away. Oddly enough, though, my wife first bought me the Apple Watch Ultra 4, but I immediately returned it. I did not like the weight, the size, or the clunkiness of it. It’s just too big and, to me, kind of unsightly. Now the Apple Watch series 12? Absolute perfection. I have the titanium and sapphire edition, and I’m loving it. The screen is huge, it’s noticeably thinner and extremely lightweight. It checks every box I could ask for.'
on Premarket: Apple is green - 'Dan: I’m quite impressed with the functionality and performance enhancements in this year’s Apple Watch models. Yesterday this story in Popular Mechanics found its way into my Apple News+ feed. It features the “10 Best Apple Watch Accessories You Didn’t Know You Needed.” https://apple.news/A6F0Ku1-7TYe65aFRXVEo1w After reading the story I visited the Apple site to see the accessories offered through Apple. Even the accessories for the Apple Watch are becoming a good-sized business! My point is from a financial perspective the new hub and an upgraded Apple TV 4K will add even more “adhesion” to an already “sticky” eco-system. I have to upgrade at least one of the Apple TVs in the house and I have a very good idea where I will place the new home hub. My only question is: Can I put one upstairs and one downstairs and have them work together?'
on Premarket: Apple is green - 'I’m extraordinarily excited for this announcement to happen as well. Apple continues to expand an already attractive ecosystem by entering more and more consumer segments. With the Duo, they’re entering foldables and I expect the entrance to be largely successful. This should be more of the same. Entering the Home could provide a long and profitable runway.'
on Premarket: Apple is green - 'Dan: Yes. I’m excited for both the home hub and the new Apple TV 4K. These products bolster the barriers to competition and help widen Apple’s economic moat.'


