Robert Paul Leitao on This week's Apple trading strategies (8/31-9/4/26) - 'Index futures are mixed overnight as we approach the final trading day of August. Apple, which gained $5.12 on Friday to finish the week at $319.70, is off $0.61 overnight. Today (Monday) is also Tim Cook’s last official day as CEO of the company. On Tuesday John Ternus formally takes the helm. I’m looking forward to the new trading week!'
on Aaron Tilley: Apple was unprepared for the Mac Mini's success - 'One thought to add to my comment above: in the late ‘70s the memes was “Nobody ever got fired for buying IBM”. Today the meme could be “Nobody ever got fired for buying Apple”'
on This week's Apple trading strategies (8/31-9/4/26) - 'There is a clear denial filter involved in this process. Top level management do not want to know how much it will really cost to make the ultimate product. They want to know how much they can sell it for and how much they can reduce its cost to manufacture. Not that I’ve been in the top level seats, … but this is my view from “the bottom looking up”. And one can imagine what you see from there.'
on Errol Brandt: 'This whole cloud migration thing has been a massive disaster' - '“Backlash” is too aggressive a term to characterize the response by this crowd who loves PED. But the response to “Too much Brandt? Tell me when” likely shatters a record: 17 comments, all in the direction of “give us more!” and, by my (mis)count, @94 likes of those comments–so far. Has any other post garnered anything close to this kind of reaction? We are so grateful to PED for putting Errol in front of us. The subscribers have spoken!'
on A tale of two Great Lakes - 'Ah! I got the solution. According to Maps, the border between our two nations pretty much runs down the middle of the lake. Therefore, since trump wants to rename our southern half, the northern half can still be called Lake Ontario and the southern half can be called the new name only for those in the US. Everyone else will only see Lake Ontario.'
on Aaron Tilley: Apple was unprepared for the Mac Mini's success - 'From what I recall reading It feels over the past several years there have been many requests from the business community demand side that have mostly gone unacknowledged and unanswered until this current big push. It’s like the demand was finally a wake up call. So I guess I’m mostly agreeing with the author.'
on A tale of two Great Lakes - 'Joy of Tech nailed this one: https://www.geekculture.com/joyoftech/joyarchives/3285.html'
on Aaron Tilley: Apple was unprepared for the Mac Mini's success - 'I asked Gemini why he left Apple. “ Todd Dailey left Apple in 2026 to transition into independent work, starting his own boutique AI consulting practice. After spending 22 years internalizing product marketing and executive briefings for Apple—including building Apple Intelligence marketing and keynote materials—he transitioned to offering strategic AI deployment, executive briefings, and custom system builds directly for external client organizations.” Not really finding anything online to discount his comments. He definitely was in a position to know more about the inner workings of Apple than most of us. There probably also was many in Apple that did see the potential of M5 & M6.'
on A tale of two Great Lakes - 'For me, Apple Maps displays: Gulf of Mexico (Gulf of Mexico) Why, outside of the US do I need to be reminded of that egregious petulant twat? I hope you collective make a determination that Trump is and always was a clusterf**k and vote accordingly, from now on. Nonvoting is only an endorsement.'
on Aaron Tilley: Apple was unprepared for the Mac Mini's success - 'Apple’s success here is not an accident. Apple’s A to M to M Pro/Ultra progress results from decisions made years ago. They still have a long way to go to win over developers and customers. One class of computing has been overlooked analysts, high-end workstations and servers. It’s not enterprise as in top-down from the CIO. It’s more scientists and engineers and other specialists. Frankly, I’ve tried to figure this out and failed. Maybe others on the blog can shed some light.'
on Errol Brandt: 'This whole cloud migration thing has been a massive disaster' - 'It’s designed to run on device, or on-prem within an internal network, so companies can tokenize internal data without relying on cloud-based foundation models. I’m sure there will be future integrations with cloud-based applications, with permissions that are set by system admins, but the token expense in Kiraa’s model will run at a fraction of the current cost, as training is based exclusively on the data that exists within a closed environment. It could possibly lead to more hiring as companies diversify efforts to improve training. It’s still early for Kiraa, as they’re now working with a few enterprise clients to get the ball rolling. If it lives up to the potential that Dr. Brandt is promising, then I’m sure more companies will be on board'
on Errol Brandt: 'This whole cloud migration thing has been a massive disaster' - '@David Drinkwater – I agree with your “less Jerry” comment…and I *was* there. 🙂'
on A tale of two Great Lakes - 'Semi-related, but also supportive of my position (which is “hell no”) on whether or not Apple should follow Alphabet’s lead: “A Native tribe is fighting back as Trump’s tariffs threaten its livelihood Ranchers, taxi drivers and campsite owners on the Blackfeet reservation have endured two years of financial losses. They worry a new trade war with Canada will make things even worse.” https://apple.news/AExGiv2t8QRSlWO9NM0Pm7Q'
on A tale of two Great Lakes - 'Changing the names of landmarks such as the Great Lakes like the way local cities and municipalities change the names of streets, boulevards, and avenues is certainly a terrible idea. As I recall Instanbul, Turkey has been referred to as several different names over the centuries such as Byzantium, Constantinople, and several other names. For those familiar with the State of California “Thomas Guides”, these various street name changes creates a real mess of sorts for folks trying to navigate around the southland. Probably no longer an issue for recent times as Google Maps and Siri directions have replaced Thomas Guides and rendered them extinct.'
on Errol Brandt: 'This whole cloud migration thing has been a massive disaster' - 'I’m guessing his unique Kirra tool will run on a customer’s choice of model, where ever a customer chooses to host it (macOS hosted instance or other).'
