Bill Donahue on This week's Apple trading strategies (6/15-6/19/26) - 'I’d say the greater and more immediate threat is AI super-stupidity, rather than super-intelligence. There was a story a month or two ago about a company using one of the “leading” AI bots to strengthen security code in their proprietary B2C software interface that clients use for booking and tracking orders, and discovered within mere minutes that the bot had introduced coding changes that it had explicitly been directed to not make that resulted in the irreversible loss of all booking records for all clients using the software, going back months. The LLM proferrers are nowhere near super-intelligence, and will never get there if they’re hoping to do it with their LLMs.'
on Siri is dead. Long live Siri AI - 'I had to memorize that poem for a college English course. Thanks for the flashback.'
on Jeff Bezos' WashPo takes Apple's side against the EU - 'When people see what they are missing, maybe they will demand change. There is no way Apple should grant everyone access to all users data. They will die on that hill and I don’t blame them.'
on Nate B. Jones' on Apple's AI strategy (revisited with index) - 'I love the concept. So one wonders why not? Why they back away from the old Mac Server type? I suspect three answers. 1) Cultural. Tim keeps saying ‘enrich people’s lives’. He wants the org to focus on personal, not enterprise, etc. 2) Tim also gave a call to arms re AI. There’s a ton of work to build and perfect what they launched at WWDC. And a ton more work to build and support the ecosystem. 3) Nvidia’s RTX present a potential threat to client-side AI. (I think Apple wins this, but ‘only the paranoid survive.’) Apple Macs already handle 12 B parameter models. An M5-ultra, likely later this year, could double that.'
on Premarket: Apple is green - 'Shortly before 5:00 PM Eastern a block trade was posted on shares of AAPL at ~$315.00. Typically a block trade is defined as 50,000 shares, or more. I’m guessing that, by virtue of the time this trade was announced, the price paid and the volume involved, neither the buyer nor the seller wanted to influence intraday activity. Since that trade activity has centered around $296.xx.'
on Nate B. Jones' on Apple's AI strategy (revisited with index) - 'Agreed. They were almost there with the old Mac Server. Then they backed out. I thought that was a mistake. I still do.'
on Premarket: Apple is green - 'Heading toward the final hour of trading with the S&P 500 up 1.77% at 7,563.36. The index’s all-time high of 7,620.90 was set on June 2nd. Just under 53% of components are higher on the day. Western Digital, up 14.53% at $644.74, is leading the index higher along with Door Dash, up 11.43%, and Micron Technology, up 10.60%. Apple is now up $5.09 or 1.75%, at $296.22. The tech-heavy NASDAQ Composite is up 3.02% on the day.'
on Nate B. Jones' on Apple's AI strategy (revisited with index) - 'We’ve mentioned this before but it bears repeating: Let’s assume Apple could easily make dual or quad Mac CPU systems already preconfigured and internally connected inside a 1 or 2 unit tall rackspace with 8 to 12 inch depth and minimal requirement of fan cooling or excessively huge power supply. 6 or 8 CPU units are easily also possible in a 2U to 3U rack space of similar or deeper depth. Assuming sufficient M5 to M6 chips of regular, Max, Pro or Ultra chips, and now of course, memory, if Apple wanted to go into some volume production, it could serve the small business to large business market rather easily, although it would require investment into a significant production line and of course tooling and supply for this form factor which would be more expensive than the standard Mac Mini or Mac Studio regular housings. Some would suggest all new motherboards with direct connections, multiple CPU sockets and larger arrays of unified memory, sort of Mac Pro units in a server format. Anything is possible and it’s quite possible Apple already has this operational in its own secured servers running its own networks. The question simply is whether Apple wants to be involved with enterprise level networks with specific Server type products. It’s certainly addressable from the hardware side, just whether Apple wants to be in that market or not.'
on Premarket: Apple is green - 'Left out of the The Street article’s narrative is that Apple is both increasing its installed base AND it’s market share, which is now virtually tied with Samsung’s for first place…and will almost certainly soon leave Samsung behind in the dust by virtue of its AI Edge advantage. See: “Trendforce: Global Smartphone Production Fell 1.7% YoY in 1Q26; Sharper Decline expected in 2Q26” Asymco Avatar By Horace Dediu on June 13, 2026'
on Siri is dead. Long live Siri AI - 'I upgraded my iPad. Everything fine, but you should expect several days of indexing during which there will be periods of huge battery drain that low power chargers cannot keep up with. Overnight you should be using at least a 20W charger, better 30W. After a couple of days I got off the waiting list, even though some indexing is still going on.'
on Siri is dead. Long live Siri AI - 'Now on Beta27. Also on Waitlist. I did try the Photos Cleanup, Extend, and Reframe features as part of the iOS27 features. Works great!'
on Nate B. Jones' on Apple's AI strategy (revisited with index) - '“A warning to Nvidia and the data center supply chain…” I think Apple is serving a different customer than Nvidia and the data centers. Retail vs Commercial. Individuals vs Businesses. Consumers vs Suppliers. The Masses vs smaller groups. Those who like a search engine on steroids vs thoses who need agentic AI. People who need picks and shovels vs companies that need backhoes.'
on Siri is dead. Long live Siri AI - 'I am a little late to deep-diving Siri AI, but after watching the two technical videos PED posted in the past few days, I am increasingly convinced that Apple has hit a home run. Many in our little community understood this before I did. But I think that Apple’s unique approach is superior (and more profitable) than Apple’s recent past) on several levels: 1) Apple will soon offer the only way to use AI extensively on a tiny device while preserving privacy, and Apple has built its entire stack around “privacy first.” 2) This increases the benefit (and therefore what people will be willing to pay) to users of buying an iPhone or iPad. It also increases the comfort level of people like me who have been very suspicious of cloud-based AI chatbots. 3) The best, fastest, and smoothest AI path for at least the next several years will be the one that can be done on the device itself, without uploading to Private Cloud Compute. The percentage of queries that can be done on device will increase with every new iPhone generation for a few years, possibly many years. 4) The more onboard memory a device has and the better the silicon, the more that can be done without much (or any) cloud involvement. So there will be incentive for some users to upgrade more often. Android phones simply do not do AI this way. And there is little incentive for Google to move in the “on device” direction. I think it is possible we are on the cusp of another AAPL great leap forward. As always, it will take the financial media a while to figure this out. And then they will be nodding their heads, as though they knew it all along. (The “two technical videos” I refer to are those by Max Weinbach of Creative Strategies, and the other by Nate Jones. I would not have found these on my own without PED’s help. And I would not have persevered to watch them to the end if other posters had not sung their praises. This is a good example of why this blog is valuable to me. Thanks to all.)'
on Mark Gurman on Siri AI - 'You won’t have to upgrade…lowly 2021 MacBook Pro with M1 Pro with 16GB ram and iPhone 16 Pro here.'
