Robert Paul Leitao on Premarket: Apple is green - 'Stephen: Here’s the info from Apple on the new Apple TV 4K https://www.apple.com/newsroom/2026/10/apple-unveils-the-new-apple-tv-4k/ My current 2017 Apple TV 4K is buffering too much and needs to be replaced. I’m also seeking to create a home theater environment with the new Apple TV 4K and perhaps using the new HomePods.'
on No HomeView for EU - 'But David – isn’t that EXACTLY what Trump is trying to do here in the US? Under the rhetoric of “America First”, he’s trying to provide competitive advantages to US-based companies through tariffs, shakedowns and other such nonsense.'
on Apple HomeView available for preorder - '”I don’t completely understand why they’re tethering themselves to LG. Just guessing, but could it be that Apple wants hit the street running with a full slate of accessories for the HomeView that fully integrates? Then in a couple years introduce accessories designed by Apple, but manufactured by LG?'
on Apple HomeView available for preorder - '@Dan From Apple’s website: “ Thousands of smart home accessories are compatible with HomeView and Apple Home products. Just look for the Works with Apple Home logo. Lights, locks, cameras, and much more are available.” If you look here you will find a rather long list of already compatible products. Not sure what compatible means. Is there an app or display that pops up on the screen to control these? We need more information. https://www.apple.com/home/accessories/ If this all really does work this could be the key to solving the home automation problem. Yes, these devices work with phones and tablets and such, but having one central device, with a display that can be securely shared and is super easy to use could unlock this market.'
on Apple HomeView available for preorder - 'I’m guessing that LG provides world wide distribution and service. I’d be nervous about LG because of their data collection, but maybe Apple will control this. Eufy makes really nice cameras and such, but I suspect they are only sold in the US? They just recently changed their name to indicate that they are owned by Anker. Anyway, the products are great and they emphasize privacy and integration with Apple. I suspect that before long we’ll see many other companies promoting their compatibility with HomeView. The Apple produced video is very disappointing. They are releasing a new category of device, one with multiple logins, (only the Mac allows this among Apple products.) and one which strongly supports many third party devices. I think this requires a lot better explanation. This looks like a short TV commercial for a product that has already been out for a few years.'
on Apple HomeView available for preorder - 'I love the price of HomeView. They’re going to eventually sell a gazillion of them. But why does Apple need LG? Can’t they build the associated products in-house? I don’t completely understand why they’re tethering themselves to LG.'
on Apple breaks $348: New record highs on HomeView release - 'These are largely unrealistic and theoretical assumptions, Joe. Your math assumes current earnings remain frozen year after year. In reality, a company’s profits grow, shrink, or fluctuate wildly based on economic cycles, competition, and business execution. Or perhaps they’re just aggressively reinvesting its revenues into growth, which temporarily crushes its reported net income. But it’s virtually *never* as you described it.'
on No HomeView for EU - '“We want our rights! And we don’t care how! We want a revolution NOW!” Marat/Sade'
on Apple breaks $348: New record highs on HomeView release - 'Yeah, they don’t own the whole stack. I wonder what their share is.'
on Apple HomeView available for preorder - 'Dag! You could change the language to Nederlandse. Or would it then think you were in the EU and cancel AI?'
on Gene Munster: No 'Welcome Home' surprises. So why is Apple's stock up? - 'Aaron, There will be plenty of accessory makers who will fill the many new opportunities. For example, here’s just one source that will probably fix your issue with a battery for portability: https://www dot amazon.com/dp/B09QCR23JF/'
on Gene Munster: No 'Welcome Home' surprises. So why is Apple's stock up? - 'I don’t think it’s for us. Also… the promo video is a bit mad / daft? Is there really a market selling kitchen / dining room tables with a center hole to run power to desktop devices!?'
on Apple at $341.27: A new record close - 'My OCT $320/$325 Call Spreads mature this Friday. I paid $2.22 from about 6 weeks ago. I deviated from my usual buy in the money strategy a bit and will make 125% on these. I will not be looking to reinvest until the week following iPhone duo launch the day after tomorrow, or after early November earnings report and Guidance for the December quarter. I will be looking to buy closer to at the money contracts due to AAPL’s historic seasonality. Big money can be made in January contracts. But my recent experience with July contracts, where an AAPL run up blinded me with dollar signs, has cured me of that.'
on Gene Munster: No 'Welcome Home' surprises. So why is Apple's stock up? - 'I think the Home View’s prime directive is to deter intrusion into homes Apple views as theirs.'
on Apple breaks $348: New record highs on HomeView release - 'Broader markets were down. I don’t think today’s drop after the high was a response to Apple, but rather a response to the general market, particularly tech stocks.'
on No HomeView for EU - 'I look at so many of the EU initiatives and ask “Cui Boni”, Who Benefits? Unlike GDPR, way too many of the EU attacks on Apple are there to benefit Apple’s competitors, and not EU citizens at large.'
on Gene Munster: No 'Welcome Home' surprises. So why is Apple's stock up? - 'I saw a better explanation on a headline from “Business Insider” Apple: Is the Walled Garden Now Also the Walled Living Room? I think that’s a great point, this Apple product could be the device that makes (voice response) AI ubiquitous in houses, like something in SF movies.'
on Apple breaks $348: New record highs on HomeView release - 'Well, early on, it looked like everybody was pretty excited about what Apple has going on. Now it looks like they’ve lost all enthusiasm. How very rational.'
on Apple HomeView available for preorder - 'I watched the promo video – kinda cringe. I don’t see teenagers going anywhere near this. They live on their phone (and snapchat) and wouldn’t want to risk parents prying eyes. The device looks nice however and I might order one for the kitchen. If Siri will understand my wife, old Siri can’t understand through her slight Dutch accent.'
on No HomeView for EU - 'agreed – except they are doing it all bassakwards. They are not helping consumers and in many cases they are making tech more dangerous.'
on Apple breaks $348: New record highs on HomeView release - 'Just a quick note on Apple’s price action today: Apple spiked to a new all-time trading high of $348.15 before closing out for the day at $341.27, exceeding the previous all-time high closing high of $341.07 on September 25th.'
on Premarket: Apple is green - 'Apple spiked to a new all-time trading high of $348.15 before closing out for the day at $341.27, exceeding the previous all-time high closing high of $341.07 on September 25th. The spike occurred as Apple was debuting its new Home products. It’s an impressive set of new products! I’m in for the new Apple TV 4K to replace the original Apple TV 4K released in 2017 that’s currently in use in the house. Of course I’ll be buying more of the products announced today. It’s just that replacing the Apple TV 4K is the top priority!'
on No HomeView for EU - 'Agree. The tech sector in general is in need of regulation for a whole range of reasons. At the moment Australia is grappling with the potential abhorrence of having a live stream execution being broadcast all over the internet.thats the sort of barbarity you’d expect from a terrorist organisation… oh wait it is from a terrorist organisation… the aptly titled, The Department of War. And in terms of trade settings we might find inconvenient, the elephant(more a bull in a china shop) in the room is the US. Regulation of AI may have avoided exorbitant RAM prices and avoiding stupid wars would have avoided high energy prices. I’ll take a well regulated EU over the administration choices you’ve made in the US any day.'
on Apple breaks $348: New record highs on HomeView release - 'I do like record high share prices and new records on the major indexes. I’m also a bit concerned about market leverage levels and follow the FINRA margin debt numbers and graphs: https://www.thetrading.tools/margin-debt Market leverage has been rising over the past three years (the current bull market just reached its 4th anniversary) so I’m a bit cautious moving forward particularly on the some of the AI names with spectacular valuations and as high-profile IPOs head to market such as the planned IPOs for OpenAI and Anthropic. I think AI offers much for our economy and for enterprise productivity. However, the AI era will produce both winners and losers and distinguishing the winners from the losers with any clarity may be challenging at this time.'
on No HomeView for EU - 'I appreciate the good will demonstrated continuously by Apple. On the other hand, the EU deserves respect for its attempt to regulate a technology sector that is otherwise far too arrogant and reckless.'


