Roger Schutte on Citi hikes its Apple price target $15 to $315 - 'Nope. (Malik also noted the possibility that Apple could push the release of the base model iPhone 18 from fall 2026 to early 2027.) iPhone 17 chip uses TSMC’s N3P technology and their next gen N2 is in full production NOW. To suggest Apple might change iPhone release timing makes me question his thought processes.'
on Schwab graphs Apple's technicals, pitches a vertical call option spread (video) - 'I’ve used Think or Swim for years when it was owned by TD Ameritrade'
on Schwab graphs Apple's technicals, pitches a vertical call option spread (video) - 'Yes, Gregg, I’d love to sign up for your options tutorial. Thanks for the offer.'
on Seeking Alpha: Apple gets an F - 'The problem, and it is a problem, is that they do take into account future revenues, or if they do, they don’t give Apple’s installed base enough credit. Many on WS have the same intellectual limitation.'
on Seeking Alpha: Apple gets an F - 'Especially when they highlight that Apple’s cap-ex has grown almost 3x more this year than its “peers”. Given how pundits and the market have crucified Apple during the last year on its refusal to spend even a fraction of the cap-ex its AI “peers” are spending, and at times the stock price has been hammered because of it, it would seem Seeking Alpha is talking about a different set of “peers” than most people have been talking about over the last year+.'
on Apple was red, turned green - 'It’s about 30 minutes to the closing bell and Apple is off about a nickel at $277.84. Apple supplier Corning is up 2.55% at $90.52. Healthcare giant CVS is ahead today 3.06% at $78.87. On the S&P 500 Apollo Global Management sits atop the leaderboard, rising 5.82% to $145.38. Among the index components about half are in the green on the day.'
on Citi hikes its Apple price target $15 to $315 - 'We are in the weird time of the year when Apple stock often struggles before an end of year rally. Given the number of Analysts recently who have raised their price targets to well over $300 dollars a share the price action in the stock is giving them the Rodney Dangerfield treatment. Good projections from an Analyst take a while to be believed. Now if someone has bad projections to talk about the reaction or overreaction is usually felt no matter how significant or believable the news actually is. And the overall market moves around the Fed decision on interest rates can easily drown out the lowly analyst calls. At least for the short term.'
on Seeking Alpha: Apple gets an F - 'It seems to be essentially the same kind of stuff being said about Apple in the article that PED has links for in the related area after the present article from May 12, 2024. Only Apple is about 90 bucks per share higher than it was back then. Lots of people can have different ways to evaluate stocks and make money in the market. If that works for them, that’s great. Staying invested in Apple has worked for me. I don’t mind seeing the negative stuff. It just causes me to look at my investment again and justify it. I do think Apple is very richly valued here. But they can grow into this present valuation and it usually doesn’t grow in a linear manner like some of the other stocks. Also, part of what goes into that equation for me is the stock buybacks that decrease the share counts. So I stay invested but sell shares to keep up a cash position in retirement, usually at the start of the year so I can get an idea about what taxes I will need to pay for the rest of the year.'
on Schwab graphs Apple's technicals, pitches a vertical call option spread (video) - 'Let’s say I believe Apple will hit 290 by the end of the year. It is 277 now.. I have 2500 cash in my retirement to play with, without worrying about taxes. What would be the play? Then, assume I think it will go down to 260. What would be the play?'
on Schwab graphs Apple's technicals, pitches a vertical call option spread (video) - 'I don’t know enough about options to ask any questions, but I would be interested in reading a primer to learn the basics. Any suggestions would be appreciated.'
on Seeking Alpha: Apple gets an F - '“… compared to its peers …” What peers? Give me names and let’s compare.'
on Schwab graphs Apple's technicals, pitches a vertical call option spread (video) - 'Since many PED3.0 users have also bought an AVP, I have sometimes thought it would be fun to get together on a call and have someone explain options / max pain etc.'
on Seeking Alpha: Apple gets an F - 'Non sensical comparisons in order to make sense of Apple is an extremely dim way to invest. They’ll get just what they deserve I’ll guess..'
on Mark Gurman: Johny Srouji is not leaving Apple - '“I make a motion that PED not reprint anything from Gurman on Apple 3.0 ever again. All those in favor say aye.” This is a really tough one, Gregg. I don’t like Gurman’s lack of ethics or his use of internal sources who should know better themselves about sharing Apple-internal communications, but I’m also somewhat of the mind to: “Keep your friends close and your enemies closer.“ I’m sure Srouji knew full well that his “internal” announcement would be leaked and that he vetted it with Apple PR before sending it.'
on Seeking Alpha: Apple gets an F - 'The PED-extracted quotes are full of inconsistencies which don’t seem to be resolved. Profitability is massively greater than ‘sector’ but ‘appears expensive relative to its peers’ who can’t touch that profitability. But then, who exactly are Apple’s peers? My reaction is “F him.”'
on Evercore on turnover: 'Stay calm & Apple on' - 'It’s no coincidence that the recent negative narration just suddenly appeared when Apple was repeatedly hitting new all-time highs every day. The awful truth is, it’s a highly manipulated rigged game. Stock prices are driven up and down using so-called “news“ which are regularly planted stories to manipulate stock prices. Algorithms are programmed to automatically react to planted stories. The gangs who plant the stories know this. A lot of it’s probably done offshore where the SEC can’t track the source. Pardon my cynicism, but you know it’s true. Even Cramer confessed to how easy it was to plant a story, and admitted doing it many years ago – well before he got his TV show Mad Money. On videotape no less. NEXT UP: They are going to say that AAPL is oversold. Run stories reminding us that Tim Cook gave a guidance for a 10% increase for the next quarter. And drive to stock back up…. to hit all their recent raised targets. I’ll even hazard a guess that this will kick in the moment the FED lowers interest rates. They’ll call it a Santa Claus rally. Ho ho ho – and many happy returns everyone.'
