Joseph Bland on Trump's China trip: Apple and X are in, Nvidia is out - 'Anice, that’s because Mr. Musk doesn’t know how grok in fullness…. #;^) Time for me to reread as well, Steven.'
on Premarket: Apple was red, turned green - 'Bart, thanks. Thankfully, I’m pretty well set so I just need to sell a small fraction to support my retirement career (scanning electron microscopy and energy dispersive spectroscopy).'
on Premarket: Apple was red, turned green - '”Gee, I wonder if that’s because long term investors aren’t selling and folks see it as a safe haven?” I think it’s because there are more buyers than there are sellers, and each of those buyers think AAPL is going much higher than it is today.'
on Premarket: Apple was red, turned green - 'AAPL closed at $294.80 up $2.12, another record close, on slightly lower than average volume of 39M shares. Second all time closing high in 3 sessions. Also set another all time intraday high of $295.27. Nothing fancy, just grinding higher on a day where 2/3rds of the market stayed red due to continued geopolitical jitters and inflation fears, and a market that has almost given up on any further interest rate easing in 2026.'
on Trump's China trip: Apple and X are in, Nvidia is out - 'Forgot that one. Yes, very good book. Been too long and old brain forgot the details. Time to reread a lot of the old SF. Back to the 30’s – 60’s. Thanks for the reminder! 🙂'
on Fast Company: Apple must fix iPhone call recording - 'Anything you say or text or email; Any place you go, etc. You may be recorded or videotaped. Follow your own principles and don’t worry who sees or hears.'
on BlackRock's Larry Fink: 'We just don't have enough compute' - 'Yeah, and BlackRock / Jupiter Power are also pushing hard to get its subsidiaries to build out battery energy storage solutions (BESS) to deal in whole sale energy sales to tap into more of this compute dilemma. Lots of attempts here around the Seattle Area / PNW. After seeing the massive failure to contain the BESS fire at PG&E’s Moss Landing site, alarm bells are ringing and many communities are trying to shut these projects down. Sip energy when it’s cheap in the evening and sell it at a profit to the utilities when demand is high. Something… something Enron flashback.'
on Premarket: Apple was red, turned green - 'well, Bart (doffs cap) a fine rant, if I may say so… you crammed in an education in a post and half. Once started, this inflationary flywheel keeps rolling I fear the average consumer of this generation, unused to high inflation is going to get deeply shocked.'
on Premarket: Apple was red, turned green - 'Into the last hour of trading today and Apple is up $1.79 at $294.47 while setting new all-time highs along the way! The major indexes are mixed as we approach the closing bell…'
on BlackRock's Larry Fink: 'We just don't have enough compute' - 'Will “compute” then be like a fungible or am I misunderstanding the application of the term’s definition?'
on Fast Company: Apple must fix iPhone call recording - '“on-screen notification on each user’s device when a recording is in progress. Both participants should also be able to stop the recording with a tap of a button positioned within the persistent notification.” 2 thoughts. First, for your phone to know you are being recorded, your phone needs to extract information from someone else’s phone without their knowledge or consent; and second, to be able to stop a recording your iPhone would need to be able to control someone else’s phone. Also you can never stop someone from simply using their phone speaker and recording your conversation with another phone app or an external recording. The law says you’re supposed to notify someone when recording, a law easily ignored. Take away- assume you may be recorded (unless it is your spouse- and if they are recording you, you have a much bigger problem), just like in public spaces you may be [visually or audibly] recorded (especially with the increasing use of smart glasses). And yes, he sounds paranoid, but I definitely would want to know whenever I am being recorded.'
