Bart Yee on Bloomberg takes Apple's side on price increases - 'You’re welcome Neal. I agree, but why is this (price hikes in response to ever increasing memory costs) surprising to literally anyone thinking about how businesses can cope with rising costs?'
on Ransomers grabbed Apple files from leaky Tata, posted them on the dark web - 'Oh, you don’t have to worry about that, the entire Tata Group is already on notice from Apple about this. I wouldn’t be surprised if Apple is seriously considering putting Tata on its probationary or restricted list until Tata (and probably the Indian government) can show it has conducted a thorough investigation, identified root causes (including people, systems, and vulnerabilities) and fired, plugged, and strengthened its defenses, including switching over to Mac based systems for iPhone production management. If Tata can’t be a trusted and reliable manufacturing partner (see previous Tata data breaches within the past 6-7 years), then even with its tendrils pulling string inside the India government, it doesn’t deserve to remain a supplier for Apple. Apple should threaten or expand its Foxconn and Pegatron factories instead as leverage to get the Indian government to crack down on Tata and hold it accountable, lest it lose considerable face over an Indian company unable to maintain data security of all things with now one of the biggest employers and source of pride for the Modi government. Of course, this is much too logical to be implemented without extreme greasing of palms throughout.'
on Why Apple is asking Trump for access to Chinese chips - 'A side argument is that since Chinese OEM’s can utilize cheaper (for now) CXMT and YMCT memory, that gives them a competitive price advantage in China and Rest of Asia Pacific as well as India and other regions. Apple could and should argue that getting access to cheaper Chinese memory, assuming it’s certified compatible and free of any National Security concerns, allows Apple to even the playing field against Chinese subsidized smartphone makers, helps Apple products avoid excessive price increases and maintain cost competitiveness, and keep generating solid global revenues which in turn keeps up $20B to $30B in taxes coming into the US treasury. Maybe Apple could moderate iPhone price increases and ascribe that to this administration’s help in keeping those increases less. Of course, one wonders why Trump doesn’t invoke the War Powers act and force Micron (and maybe Samsung) to increase production or hold new fabs of LPDDR5X or future LPDDX6X memory as a national security and US consumer issue? I mean the US should be a world leader in memory chips too, right, and have it be less expensive or at least cost competitive for US consumers and companies than those produced in Korea, Japan, and China? After all that, guess who will be paying a lot more for ANY sophisticated electronics and AI running in weapons systems, aircraft, smart drones, and smart munitions? Yep, the Department of Defense, the US Government, and of course, we the taxpayers. AI’s cost inflation will soon impact the US budget spending leading the Republicans majority to try even further to rebalance by cutting social programs – again prioritizing things vs people. Sigh, is my thinking wrong? And why hasn’t anyone else foreseen this?'
on Ransomers grabbed Apple files from leaky Tata, posted them on the dark web - 'I wouldn’t want to be the person at Tata charged with telling Apple.'
on Bloomberg takes Apple's side on price increases - 'Bart, Thanks for the link to the video. It seems Gurman feels that these won’t be the only price hikes for Apple products and that the iPhone is probably next when the new models are introduced. It also seems like he is probably expecting more price hikes from the other electronics makers.'
on Ransomers grabbed Apple files from leaky Tata, posted them on the dark web - 'Well, at least we know that Apple didn’t pay any ransom. “Hard to tell how serious this is” I believe that would depend if their pics of iPhone 18 Pro is any different than pics already circulating. Either way, in 3 months those pics will have no value.'
on Premarket: Apple was green, turned red - 'Into the final hour of trading in today’s session and Apple is now down $1.25 at $282.53. The tech-heavy NASDAQ Composite is ahead 2.07%. Broadcom is up $8.94 or 2.45% at $373.96. Cisco Systems has advanced $3.98 or 3.50% to $117.75. Apple supplier Corning has jumped $33.62 or 15.21% today to $254.67. Let’s see how things settle at the close…'
on Why Apple is asking Trump for access to Chinese chips - 'Per Gemini with my emphasis: “The Pentagon temporarily removed ChangXin Memory Technologies (CXMT) from the Section 1260H “Chinese Military Companies” list to avoid diplomatic friction with Beijing, but quickly withdrew that update. The companies were restored after facing heavy pushback from national security hawks in Congress. The removal and reinstatement process unfolded as follows: The February Removal & Reversal: On February 13, 2026, the Pentagon briefly posted an updated 1260H list that excluded CXMT and Yangtze Memory Technologies Corporation (YMTC). This was widely interpreted as an attempt by the U.S. to ease tensions ahead of trade talks. However, following immediate and fierce criticism from China hawks in Congress, the Department of Defense withdrew the entire document from the Federal Register within hours. The June Reinstatement: In early June 2026, the Pentagon republished the 1260H list. This updated document included a massive expansion of 188 entities—including tech giants like Alibaba and Baidu—and formally restored both CXMT and YMTC to the restricted list, designating them as companies with alleged ties to the Chinese military. Why the Distinction MattersThe 1260H list serves primarily as a public transparency and “name and shame” registry, barring companies from contracting directly with the Defense Department. It does not automatically block private commercial transactions, which is why companies like Apple have lobbied the Commerce Department for formal clearance to buy cheaper CXMT memory chips. A stricter designation—the Commerce Department’s Entity List—would impose severe licensing restrictions that would effectively ban CXMT from receiving U.S. origin goods or working with American firms. Source article: https://www.crowell.com/en/insights/client-alerts/new-year-updated-list-the-us-department-of-defense-updates-its-list-of-chinese-military-companies-with-ancillary-supply-chain-and-usg-contracting-impacts Additional: www reuters com/world/asia-pacific/pentagon-lists-entities-designated-chinese-military-company-2026-06-08/ Note that Apple is already contracted with Alibaba for AI services to be used in China market Apple products. It would not surprise me to see Apple argue that at least access to CXMT memory for Chinese or Asian market products would be reasonable. (Could actually be a selling point) Expansion to Western markets would then be the next logical step. Get a foothold, then open the door wider.'
on Bloomberg takes Apple's side on price increases - 'In this video, Gurman accurately states ALL non-Apple PC makers had already increased prices late last year and early this year as they reacted to memory price increases (and they are still increasing prices). Why? Because PC makers do not tend to buy large quantities of memory chips ahead of manufacturing, using lean inventory to lock in the cheapest prices at the time, when supply and demand were balanced. Problem now is of course, since Apple has always bought up millions more in memory chips and modules than the PC industry buys, AI driven demand competing for the same computer memory or pushing memory makers to prioritize HBM memory preferentially, so standard LPDDR4X and 5X memory demand and prices spiked and see no signs of slowing price increases. This demand – supply imbalance will remain so long as supply is being constrained by memory makers. All PC maker prices in response to memory costs have already risen 15-30% and some predict they will keep on rising throughout this year and 2027. https://youtu.be/cey6Bv9HV1Y?is=ExpttZUDnTlfWm8_'
on This week's Apple trading strategies (6/29-7/3/26) - 'I was trying to figure where that $310 B came from. Apple’s revenue last year was $383.3 B, which is in the ballpark, and Apple has spent something like $700 B on buybacks over the last decade, so at some point it spent $310 B on buybacks…. Nope. Looks like he just pulled that number out of his rear sphincter. But really, the dumbest part of his knee-jerkism is that “Making A Profit Is Always Bad” is a lie. Yes, it can, and often is, bad. But not always, and Apple is a case in point. History gives us plenty of examples where making a profit was absolutely horrible. But that’s because those making that profit put that in front of everything, including human suffering and life – and I’d add unnecessary cruelty to animals. But Apple has done exactly the opposite. Of all the corporate entities out there, Apple is by far a shining example of a moral corporation that not only does tremendous good but also works diligently to avoid doing harm. All that said, Senator Sanders is just proving that all humans have their blind spots, and that knee-jerkism has no boundaries. That is a big chunk of our common human tragedy. IMO. But I’m preaching to the choir, because everyone here already knew that, hence the unwillingness to let Senator Sanders off the hook – and a lot bigger fish than him!'
on Bloomberg takes Apple's side on price increases - '” Read Lina Khan’s law school term paper.” No. I’ve seen the results of her thesis. That’s all I need to know about it.'
on Premarket: Apple was green, turned red - 'AAPL’s RSI may have bottomed Thursday, turning slightly positive Friday (reported today). RSI is a trailing 14 day moving average so it’s difficult to tell, if not impossible, with a sample of one. RSI is another measure of Investor Sentiment, measuring the ratio of buys vs sells against each other. Today’s RSI calculation, reported tomorrow, will give us a clearer picture of Investor Sentiment. Wednesday will be even clearer.'
on Premarket: Apple was green, turned red - 'In early afternoon trading Apple is now down $3.28 or 1.16% at $280.50. Alphabet, which just replaced Verizon in the DJIA, joining the select list of 30 industrials that make up the index, is higher by $14.98 at $349.67. Conversely, Verizon is off $3.11 at $43.43.'
on Bloomberg takes Apple's side on price increases - 'Bernie Sanders and Alexandria Ocasio Cortez are both crying foul on Eddie’s article. Apple needs to be broken up as no big tech company ought to be able to raise prices as it stifles innovation. Read Lina Khan’s law school term paper. She’s a genius.'
on Bloomberg takes Apple's side on price increases - 'I woke up this morning to a house that shaking. We don’t have earthquakes in Spokane. Now I know why I woke up.'
on Bloomberg takes Apple's side on price increases - 'If Apple’s margins decline, its stock price would drop, leading to substantial shareholder lawsuits. The primacy of shareholders is a foundation in our system. For progressives to encourage corporations to consider stakeholders like employees, customers, or suppliers, they should provide protection for such decisions. Scolding is about all they can do, as progressives currently lack sufficient power (and IMHO a majority is unlikely). Therefore, we can expect more scolding.'
on Why Apple is asking Trump for access to Chinese chips - 'CXMT borrowed one of his Big Macs and “processed” it before they gave it back?'
on Bloomberg takes Apple's side on price increases - 'Well, if one is looking for a counter argument they can always look for AOL’s (er AOC’s) attempt the other day. I think it boiled down to “Businesses ARE charities and if they make a profit they should be investigated.” “Progressives” – the MAGA of the left.'
on Bloomberg takes Apple's side on price increases - 'Question for the group. Is this statement correct “ Apple has mostly leaned into running as much AI on-device as possible and has only recently dramatically expanded into cloud processing for the new Siri AI.” Also, is there another manufacturer that Gurman writes positively about that is about to raise prices as well(or has recently raised prices)?Maybe Gurman is using Apple as cover for this other company. I get a little suspicious of motives when Gurman says something positive about Apple management.'
on Premarket: Apple was green, turned red - 'The market is opening strong with Apple now up $2.79 at $286.57 right after the opening bell. The NASDAQ Composite is up 0.93% and the S&P 500 is ahead 0.57%. It’s looking like a strong day right from the start.'
on Bloomberg takes Apple's side on price increases - 'All roads lead to Apple damnation. Raise prices: “This is unacceptable!!! Investigate, punish the stock” Absorb costs: “The hit to margins is a disaster, punish the stock” I can’t believe I agree with chubby Eddie. Take me to the fainting couch.'
on This week's Apple trading strategies (6/29-7/3/26) - 'Bernie and Trump both subscribe to the “if I say it, it must be true” School of Economics. John Gruber thoroughly skewered Bernie’s lack of economic knowledge. https://daringfireball.net/2026/06/bernie_sanders_ideologue'
on This week's Apple trading strategies (6/29-7/3/26) - 'CFRA just released a new research report on Apple. Angelo Zino has maintained the firm’s 4-star buy rating and $310 price target. This follows a brief note last week that was supportive of Apple’s announced price hikes due to rising component costs.'
on This week's Apple trading strategies (6/29-7/3/26) - 'Bernie looks like an island of rationality compared to the what you put in charge over there.'
on This week's Apple trading strategies (6/29-7/3/26) - 'Steven Philips said: “Bernie is, of course, one of those congress critters who are too old to make rational judgments.” **Well, of course he’s “too old to make rational judgments”!! The guy’s was born on 09/08/41…he’s 84 years old and closing in on 85!! I wasn’t born until the following year…so I’m just fine when it comes to making rational judgments. 🙂'
on This week's Apple trading strategies (6/29-7/3/26) - 'Bernie is, of course, one of those congress critters who are too old to make rational judgments. (Along with half of the rest!) (Not that you can really blame his problems on age.)'
on This week's Apple trading strategies (6/29-7/3/26) - '”These price hikes aren’t unavoidable.” I can see his point. Cut buybacks in half and you may not have had to raise prices at all. Quarterlies may take a hit but market share would certainly rise. That of course might draw the ire of the DoJ Anti-Trust division'
on This week's Apple trading strategies (6/29-7/3/26) - 'Filed under insane by Bernie Sanders about as nutty as anything Trump says (which is saying a lot) From DF – Bernie Sanders, posting on Twitter/X Thursday: “Corporate greed is Tim Cook, the billionaire Apple CEO, claiming that hiking prices on Apple products by over $200 is “unavoidable” after it made $112 billion in profits last year & spent $310 billion on stock buybacks. These price hikes aren’t unavoidable. They’re unacceptable.” WTF?'


