Recent Comments

  • Robert Paul Leitao on Premarket: Apple is green - 'Hmmm… Anticipation by Carly Simon. That song reminds me of a bunch of Heinz ketchup commercials from the 1970s and that stock hasn’t done well since combining with Kraft in 2015 at the urging of Mr. Buffett! Apple or KHC? I’ll take Apple!'
  • Robert Paul Leitao on Premarket: Apple is green - 'Happy Tuesday! The S&P 500 has crossed back above 7,500 in morning trading. Micron is again leading the index higher. The digital memory company is up over 15.15% at $113.81 and is on pace for a record close today. Western Digital, which is also on the index’s leaderboard, is up 8.13% at $523.64. Apple supplier Broadcom is up $20.12 or 4.86% at $434.26 in morning trading while the iPhone maker is also in the green. Apple is up $2.69 at $311.51 and is also on pace for a record close today.'
  • Steven Philips on Premarket: Apple is green - '“We never know about the days to come But we think about them anyway And i wonder if I’m really with you now Or just Chasin’ after some finer day. Anticipation, anticipation is making me late Is keeping me waiting. “ Carly Simon – on her investment in Apple! 🙂'
  • Steven Philips on Premarket: Apple is green - 'Green is nice. I’ll take it. I’d been waiting all long weekend for bad news! My sentiments seem to line up with Mr. Follmer’s, but nothing is really normal right now, so who knows? Maybe this will keep up till WWDC. Or past it on good news.'
  • Robert Stack on Premarket: Apple is green - 'Macalope has a good piece on AI today, FYE: www.macworld.com/article/3147814/ai-is-crushing-it.html'
  • Romeo Esparrago on Premarket: Apple is green - '311+ before 9am Texas time. Waiting for 315 whenevs …'
  • David Emery on This week's Apple trading strategies (5/25-5/29/26) - 'There’s a new Stratechery post discussing how NVIDIA is changing its reporting: Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack. Does anyone have a Stratechery subscription, and could they summarize the article?'
  • Joseph Bland on Premarket: Apple is green - 'Thanks for the heads-up, PED! Now go have fun! JB, aka Sacto Joe'
  • Philip Elmer-DeWitt on Premarket: Apple is green - 'Ex PED: there may not be a premarket report tomorrow. I’m on a ride that doesn’t end before 10:30 am.'
  • Gregg Thurman on This week's Apple trading strategies (5/25-5/29/26) - 'If you’re satisfied with 10%-15% returns Indexes can be very profitable over time. Certainly more so than bank interest. I say good for you and congratulations. At first I traded options out of necessity, I had just gone bankrupt, I was 58, without a job that could support me and prepare myself for retirement, and no longer married. I found I was good at them and rebuilt my life in a few short years. So I chased the money like I had before the bankruptcy. Today I don’t need to continue trading but I enjoy doing it. It’s not about the money anymore, that’s just a way of keeping score. It’s being productive again when so many thought I was through, and disappeared, stopped inviting me over or returning my phone calls. Succeeding in a system that few understand (and don’t want to) has become play, I get to do something I’m good at (like I used to enjoy golf) and it makes me happy.'
  • Robert Paul Leitao on This week's Apple trading strategies (5/25-5/29/26) - 'Bill: I’m not familiar with a “software mode” but I am familiar with NVIDIA’s proprietary CUDA functioning as a “software node” and thus a software layer for the company’s GPUs. In other words it functions as a standard for GPU programming on NVIDIA hardware.'
  • David Emery on This week's Apple trading strategies (5/25-5/29/26) - 'As I understand it, NVIDIA has a library highly optimized for their GPUs that makes AI models run efficiently on NVIDIA hardware. Reworking AI applications to use a different library would be (a) a lot of work and (b) result in substantially less efficient AI models. I could be totally off base here… (Anyone remember IBM and Amdahl, where the latter broke IBM’s monopoly by re-engineering IBM systems? Lots of legal wranging over that…)'
  • Bill Fouche on This week's Apple trading strategies (5/25-5/29/26) - '“… the software mode that it [Nvidia] has to run its GPUs, there IS NO COMPETITION …” What are they talking about? What is this magic “software mode? Anybody know?'
  • Kirk DeBernardi on Memorial Day: U.S. markets are closed - 'Sacto Joe — Don’t feel bad. Works either way.'
  • David Emery on This week's Apple trading strategies (5/25-5/29/26) - 'If you’re really good and disciplined, you could well beat index funds. I don’t have the knowledge or time to analyze individual stocks. But I do not share your faith in the near-term gains of AI. So I would “split the difference” by going with an ETF based on S&P 500 (following Warren Buffett’s advice there), but by pulling out the megacaps, a category that I would expect to get hit with what I expect to be the pop of the AI bubble,.'
  • Joseph Bland on Memorial Day: U.S. markets are closed - 'Jesu! LAND of the free! Blast these old eyes!'
  • Robert Paul Leitao on This week's Apple trading strategies (5/25-5/29/26) - 'David: I strive to follow the prospective earnings. If earnings are rising, share prices tend to follow. At this time I’m looking for equities that will deliver a performance boost from lower interest rates. That doesn’t mean I expect rates to fall this year. I expect rates to fall next year. I want to be in position ahead of the news. It’s already the end of May and I’m positioning for 2027. Similarly, I’m preparing for the huge IPOs to be announced and executed this year. Several major financial firms will benefit from the activity. AI-related infrastructure is seeing huge gains in revenue and earnings now. I’m seeing opportunities for share price appreciation in these enterprises now.'
  • Robert Stack on This week's Apple trading strategies (5/25-5/29/26) - 'Thanks for clarifying Robert!'
  • Joseph Bland on Memorial Day: U.S. markets are closed - '“Oh say, does that star-spangled banner yet wave o’er the load of the free and the home of the brave?”'
  • Michael Goldfeder on Memorial Day: U.S. markets are closed - 'A very somber photograph. Thank you for posting that PED. My teammate from college reupped as a Marine when he was 50 and served several tours in both Iraq and Afghanistan. He was a Captain and was promoted to Major. He lost troops from Combat Outpost Payne. Helmand Province, Afghanistan, 2010. “We had 8 men killed that deployment. 7 USMC and 1 Corpsman. Another 24 Purple Hearts. Out of a 700 man LAR Battalion.” A very somber Memorial Day from a close friend who served. Then went back in more than 25 years later to serve again.'
  • Robert Paul Leitao on This week's Apple trading strategies (5/25-5/29/26) - 'Robert: This list includes equities directly listed on the major US exchanges. The purpose of this list is to gauge over the time the impact of the current bull market’s strong earnings cycle on the value of these equities. While I understand why the big chip makers get a great deal of media attention, strong earnings results across the economy reflect many factors including the benefit of huge dollar amounts flowing to “picks and shovel” enterprises such as Caterpillar from the huge AI spend and digital infrastructure enterprises such as Cisco. Micron is also an example of a big beneficiary of the AI spend for digital storage equipment. In my view, there are many wonderful opportunities for investors today. Even this more expansive list of the 25 largest enterprises doesn’t fully capture the huge impact AI capex deployments are boosting US economic growth and as a result materially increasing share values. I also believe the volume of dollars and velocity of those dollars into and through the US economy aren’t being fully appreciated because we are not really paying much attention to what might be called the “re-industrialization of America.”'
  • David Emery on This week's Apple trading strategies (5/25-5/29/26) - 'There’s a ETF that I track called “XMAG”. It’s the S&P 500 stocks withOUT the ‘Magnificent 7’. S&P is way overweight in those stocks, meithinks. But since they’ve been doing so well this year, XMAG hasn’t kept up. But if there’s an AI bust, I’d expect XMAG to do pretty well.'
  • Robert Stack on This week's Apple trading strategies (5/25-5/29/26) - 'Hi Robert! “Verrrrry interesting!”, as Arte Johnson on Laugh-In used to say. Perhaps I’m off a bit, but it looks like only two of these on your list are non-US companies: TSMC (Taiwanese) and ASML (Dutch). There must be other non-US companies with market caps that would place them in this ranking right? Esp from China and other Asian companies like TenCent, Toyota, Samsung, CATL, etc. What “filters” apply to the construction of your table? Only companies whose stocks can be purchased in the US? (to include ADRs). Or are global US companies really that dominant? Thanks for all your ongoing valuable contributions to Apple 3.0'
  • Greg Lippert on Postcard from Milna - 'Good for you while it’s rainy and cold here on the east coast for the Memorial Day weekend. #jealous'
  • Robert Paul Leitao on This week's Apple trading strategies (5/25-5/29/26) - 'We have a fantastic few weeks ahead for investors! I’m taking a break this week in my ranking of the performances of the Terrific 10. I’m posting today a listing of the “Tremendous 25” ranked by market cap. As the markets continue to move to new highs and the trillions in capex dollars deployed for AI move well beyond the semi manufacturers, many of these names will profit greatly over the next several years either through direct revenue growth as AI beneficiaries or indirectly through national and related global economic growth. NVIDIA $5.22 trillion Alphabet $4.64 trillion Apple $4.54 trillion Microsoft $3.11 trillion Amazon $2.86 trillion Broadcom $1.96 trilion Taiwan Semi $1.86 trillion Tesla $1.60 trillion Meta Platforms $1.55 trillion Berkshire Hathaway $1.05 trillion Walmart $0.96 trillion Eli Lilly $0.950 trillion Micron Technology $0.848 trillion JPMorgan Chase $0.821 trillion Advanced Micro $0.762 trillion Exxon Mobil $0.642 trillion ASML Holding $0.629 trillion Visa $0.620 trillion Intel $0.602 trillion Johnson & Johnson $0.564 trillion Oracle $0.552 trillion Cisco Systems $0.475 trillion Costco $0.456 trillion Mastercard $0.441 trillion Caterpillar $0.405 trillion'
  • Steven Philips on Postcard from Milna - 'Is that like living in an apartment while your house is being built? 🙂'
  • Stephen Gordon on Postcard from Milna - 'Dubrovnik was the pivotal location for King’s Landing in Game of Thrones, and I can see why they chose that region.'
  • Roger Schutte on This week's Apple trading strategies (5/25-5/29/26) - 'Walmart.com had them for immediate shipment a week ago, too.'
  • Gregg Thurman on This week's Apple trading strategies (5/25-5/29/26) - 'It would if Apple accepted an Amazon order (1000’s of units) for delivery by Tuesday.'
  • Gregg Thurman on Postcard from Milna - 'Great photos and a history lesson to boot. Life just doesn’t get any better.'