Romeo Esparrago on Markets are closed. Enjoy the day off. - 'Yes, Happy Hope Full New Year!!'
on Markets are closed. Enjoy the day off. - 'Here’s to us all creating some great new memories in 2026! And three cheers to our choirmaster Philip EdW!'
on The trillions spent on new computing infrastructure suddenly makes sense to me - 'So sad to learn that Apple isn’t winning in the cloud-based protein-folding, self-driving auto, and AI-designed drug markets that it has not entered. Doomed!'
on The trillions spent on new computing infrastructure suddenly makes sense to me - '(In agreement …) This seems kinda like a pre-emptive CYA: “What we’re really focused on is LLMs and AI, but just in case that doesn’t work out, we also think that everything we are doing can be applied to run of the mill computing — only much, much faster.” “weasel words”, perhaps, but in a different environment/direction than Joe suggested above.'
on Apple 3.0 New Year's eve predictions and purchases - 'James: There’s some very strong research from Apple on the economic impact of Apple products in the education space including a January 2023 report titled “The Total Economic Impact of Apple Devices for Education.” Apple is deeply invested in the education market and school districts are a very important market for Apple worldwide. In addition to the economic benefits of choosing Apple products for schools, there are credible claims Apple products in the school environment lead to higher teacher retention rates and greater student enrollment and engagement. Apple will not be pulling iPads out of schools in favor of foldable iPhones for students.The education market alone is reason for Apple not to discontinue the iPad line. Last fiscal year the iPad delivered $28 billion in revenue to Apple, representing a 5% increase in revenue from the line year-over-year and representing just over 10% of revenue generated from iPhones, Macs and iPads. Apple’s not going to throw that much revenue into the dustbin of history.'
on Apple 3.0 New Year's eve predictions and purchases - 'I’ll place a gentleman’s bet with Greg of $100 (sans interest), if that’s appropriate, that the iPad survives—even thrives—post foldable iPhones. I won’t burden the folks here with the simple-minded basis for my bet… …ok, I can’t help it! The fact is that it’s not uncommon for me to have my MBP M4 and iPad Pro 11” M5 open while I’m working, all the while using my iPhone to tick-off reminders or tasks I’m accomplishing or responding to Messages while I’m working. I got into this habit after one job setting in which I was issued an iPad and told not to do business on my iPhone, only on the iPad. I got hooked. And then Apple had to go and make it drunk-monkey easy to use the iPad as an extension of my MBP. If anything, I’ll use the foldable iPhone’s screen realestate to enhance my other tasks while continuing to use the MBP–iPad the way I do today.'
on The trillions spent on new computing infrastructure suddenly makes sense to me - 'I wonder how much this is Huang’s attempt to make a case for the circular financing that NVIDIA has been using to sustain its valuations… Is this an argument that the terabucks used for AI datacenters might have a path to ROI beyond AI LLMs???'
on Apple 3.0 New Year's eve predictions and purchases - 'When I place my iPhone Pro against my iPad Pro, it is 6 times smaller in screen size. Both have different use cases. A foldable with an iPad Pro screen size would indeed be silly. Currently I pick up my iPad or iPhone, look at it and use it. This is how Jobs envisaged it and in my estimation he is still right. An iPad or iPhone is an optimal device – a thin flat tablet. A foldable assumes one configuration is compromised – likely the thick folded config. On ‘foldables’ cannibalising another iDevice. Not happening.'
on Apple 3.0 New Year's eve predictions and purchases - 'Have my eye on the sky blue M4 MacBook Air, mostly for the portability. Amazon is selling the base model for $200 cheaper, so I may buy it there. I use a M1 MacBook Pro for work, and it’s been a trusty work horse since I first got it in 2023.'
on Apple 3.0 New Year's eve predictions and purchases - 'You can pry my 13-inch iPad Pro out of my cold dead hands. Agreed. If you want a larger screen get an iPad and save a thousand dollars.'
on Button is a Hold on Apple - '@Ron: With earnings season reporting approaching at the end of January for Apple, we will need to be vigilant on SA as all the Apple Trolls will be out in force with their articles of “Doom and Gloom” starting this week. I can’t wait for the one to show up from: “Stoned Fox Das Kapital.”'
on The trillions spent on new computing infrastructure suddenly makes sense to me - 'I loved it. Best recollection early in Jensen says, “protecting the investment of software developers is our number one priority.” Later he talks about one architecture across all applications and back/forward compatibility. Apple’s xOS plus A/M Series is very similar. I call this the “Magic Carpet”. Both Magic Carpets span the globe with 3rd parties adding applications that people love, ensuring continued growth and a deep moat.'
on The trillions spent on new computing infrastructure suddenly makes sense to me - '“…while leaving it comparatively weaker in cloud/datacenter‑scale accelerated compute…” Weasel words at best. iCloud may be “small” but it’s firmly established, growing, and being used by the affluent Apple customer base. You can bet that Apple is ginning up for their Cloud to have access to an Apple Intelligence in the not-too-distant future – and one that learns from everyone else’s mistakes.'
on Why Daniel Ives included Apple in his top five AI stocks for 2026 - '“Now the consumer revolution goes through Cupertino,” Leave it to Ives to come up with a catchy metaphor.'
on Why Daniel Ives included Apple in his top five AI stocks for 2026 - '“I sound like an idiot” — CNBC’s Joe Kernen Truer words have never been spoken …'
on Premarket: Apple was red, turned green - 'Michael, You’re all set if there’s another pandemic! 🙂'
on Why Daniel Ives included Apple in his top five AI stocks for 2026 - 'Funny Ives refers to Musk as a “war-time CEO”. Maybe. But I’d put him on the Mussolini side of that “war-time leader” ledger, similarly made mostly of entitlement, threats, rage, vengeance, delusion, and dishonesty. Give me a leader like Tim Cook, during good times and bad.'
on The trillions spent on new computing infrastructure suddenly makes sense to me - 'It’s true that for narrowly focused applications an AI trained just on that task can be very effective. It is not clear how well this can be generalized or whether there is anyone willing to pay money for this. I strongly suspect that the rich Wall Street guys have already put a ton of money into this. If they can find a 0.1% advantage it is worth it to them.'
