Gregg Thurman on Counterpoint: Five global product markets Apple dominates by revenue share - ' Gregg, I know you know all this…. It doesn’t hurt to be reminded.'
on Counterpoint: Five global product markets Apple dominates by revenue share - 'I’ve been really surprised (and I’m a pessimist by nature) by how little actual innovation we’ve seen in the Android world. Folding phones for hardware, but what for software?? The Samsung “Ft Knox” didn’t go anywhere. In part this is likely a combination of Google locking down Android and in part for handset vendors fearing too much difference from all other Android phones would discourage people from switching to their phones.'
on Counterpoint: Five global product markets Apple dominates by revenue share - 'Upvoted. Worse, when cloners do innovate*, the nature of the clone market forces them to push products out early. Later, Apple, who patiently waits the conditions are right, knocks it out of the park. Two examples of Androids premature ejaculations: 5G long before the service was widely available; Foldables, years before the technology could meet even minimal durability or water/dust proof standard well established for Smart Phones. *Most of what journalist and analysts call innovations have been in the works by many people and orgs for years. By contrast the iPod and the iPhone, transformative innovations, disrupted the incumbents, creating new winners (and losers). Gregg, I know you know all this….'
on Saturday Apple video: Steve Jobs' NeXT has birthing pains - 'You have discovered a gem, Philip! I can only hope that Craig Federighi is holding retreats like this, planting the seeds of a new corporate culture, to re-create a company that is built from the heart. I can only hope that Apple has somebody who is the keeper and reiterator of the vision.'
on Counterpoint: Five global product markets Apple dominates by revenue share - 'And we know how much coaches loved using the Microsoft tablet… youtu.be/wyhjUFcXgo0?si=CHDnPejni0wOd0Sh'
on How to build a powerful LLM machine by Thunderbolting four Apple Mac Studios together - 'So is it safe to say if Apple wanted to get in the same game as Nvidia it could add the AI server chip to its business, making it that much instantly bigger?'
on Apple's $20.4 billion in September quarter buybacks take the prize - 'It will be a long time (probably after I’m gone) before Apple can become a good value stock (too many outstanding share), but I do appreciate the increase in revenue and earnings/share for the shares I have. Now if we can just convince wallstreet that Apple deserves a P/E of 40+.'
on Quarter after quarter, half of the top 10 global smartphone sold are Apple iPhones - 'The iPhone 17 is #10 in smartphone sales in Q3 2025, despite that pre-orders started on September 12th, it went on sale on September 19th, and Q3 ended on September 30th??? That is truly crazy.'
on Premarket: Apple is red - 'John Konopka said: “@Joseph Volume was over 111M. It being Friday I guess there were some options involved. A few other stocks showed the same last minute spike.” **John, as Joesph alluded to in his reply, AAPL was at $270.05 at 3:50 PM before finishing at market close, 10 minutes later, at $273.67. Whenever this type of thing happens, especially just before the market close, I’m once again thankful my wife and I are 100% invested in AAPL instead of trying to trade it. Trading any stock reminds me of when I confronted the slot machines in a South Lake Tahoe casino over 50 years ago. I allowed myself to gamble one roll of nickels…and then I was done gambling. Now granted, my money was a lot scarer in those days but my desire to gamble is the same as it was then.'
on Premarket: Apple is red - 'Hi, John. Upvoted! A lot of that volume was in the last 6 or 7 minutes of the day. AAPL closed at $273.67, with the low just a bit before closing at $269.90, or a 1.4% swing. Also, the close was $23.67 above Max Pain of $250, or a 10.6% difference. What were options people smoking?'
on Premarket: Apple is red - '@Joseph Volume was over 111M. It being Friday I guess there were some options involved. A few other stocks showed the same last minute spike.'
on How to build a powerful LLM machine by Thunderbolting four Apple Mac Studios together - 'Funny you mention Nvidia. This article says Nvidia is ahead of Huawei (with its Ai Chips 2-17x more powerful and 2 years ahead). So if Apple is ahead of Nvidia, then … there you go! Article : “China’s AI Chip Deficit: Why Huawei Can’t Catch Nvidia and U.S. Export Controls Should Remain” by Chris McGuire, December 15, 2025, Council on Foreign Relations (cfr dot org).'
on Apple's succession plan - 'Apple’s “succession” plan. Apple plans to succeed! I’m also still a subscriber to the idea that Cook isn’t going anywhere until Trump is gone. Three more years!'
on How to build a powerful LLM machine by Thunderbolting four Apple Mac Studios together - 'Translation: Nvidia eat your heart out. You’re not the only game in town. Apple is, and will forever be the number one gateway for everybody to use practically every online feature out there. Or to put it in the vernacular: “I’m sorry Dave, I CAN do that.”'
