Rick Landsman on YouTube on the Apple Vision Pro is a game-changer (video) - 'Huge!'
on This week's Apple trading strategies (2/16-2/20/26) - 'Streven: In my reading the market is getting skittish about the increasing capex commitments of the hyperscalers such as Microsoft, Alphabet, Amazon and Meta . Also, there are concerns about the near-term revenue and earnings growth prospects for several of the mega cap tech enterprises from their investments in AI due to stretched balance sheets and the acquisition of debt. Singular to Apple are concerns the company continues to fumble on the AI-related services promised at WWDC 2024. There is fierce completion in the market today for investor dollars and enterprises, even the biggest tech companies, need to deliver attractive results for shareholders.'
on This week's Apple trading strategies (2/16-2/20/26) - 'Hi, Darren, I would like to have seen Microsoft broaden out their approach to computing more towards devices and less towards Cloud, but that’s part of the reason I prefer Apple long term. I also think that, unlike Apple, they locked themselves into dividends for disposing of their net cash flow to reward long term investment, where Apple’s buyback approach is both just as rewarding, keeps the returned investment “locked in” and helping Apple as opposed to potentially houng to help Apple competitors, etceteta. Finally, I personally think that Apple is much more intrinsically a moral company, which I believe is being significantly undervalued at the present time. That said, I think both companies are in a “trip to the future” that is going to be particularly fruitful for long term investors.'
on Mark Gurman: Why there's still no Apple CarPlay for Teslas - 'Upvoted. Before X and DOGE, I was seriously considering a Tesla. But after all that, not so much. Somehow, I think Elon didn’t get the message that many of his auto customers were liberals. At least I made some table scratch on my investment before getting out. I “lost” some value from then to now, but I’d rather not be invested in a company whose management I don’t like.'
on This week's Apple trading strategies (2/16-2/20/26) - 'Bought my first ever MSFT last week at $405 and $399. Will buy some more if it steps down another 5%.'
on Mark Gurman: Why there's still no Apple CarPlay for Teslas - 'Actually, Musk’s behavior seriously damaged Tesla. But Tesla committed suicide when it dropped its 2 most popular models. https://www.cnbc.com/2026/01/28/tesla-ending-model-s-x-production.html (Once again, I’m reminded of That Scene in ‘Blazing Saddles’….)'
on This week's Apple trading strategies (2/16-2/20/26) - 'The depth of the price decline without visible reason?'
on This week's Apple trading strategies (2/16-2/20/26) - 'The stock swings are all about the “Apple News bias” noise about punishing Apple if they don’t start pushing out more MAGA good news. “This too shall pass.” Mainly because it’s not a real issue.'
on 'Tim Cook is the one who pisses me off the most' - 'Rodney, in the words of William F. Buckley, I would agree with you if you were correct. However… The Media Research Center made its case for discrimination by citing specific stories they claimed should have been in Top Stories. They recognized that simply saying “Fox and NY Post are conservative, and you never cite them, therefore you are biased,” will not be persuasive. They cited specific stories that were headlined in Fox and NY Post, but not included in Top News. To begin the analysis, it is my understanding that Top News is curated by people. The rest of Apple News runs on algorithms, where you get what you want. I’ll limit my response to the most cited example, the reporting on the murder of Renee Good by Jonathan Ross. Specifically, they claimed Apple failed to present Noem’s claim that Ross shot in self-defense, and that he had to be hospitalized for internal bleeding. Of course, Ross did not shoot in self-defense, and he was not hospitalized for internal bleeding. He was not injured at all. So, their number one example was Apple News curators failed to promote their lies. One further point—their position is only remotely tenable if you accept the claim that the Wall Street Journal is not a conservative newspaper.'
on 'Tim Cook is the one who pisses me off the most' - 'Let’s not blame this on the previous administration that allowed a mass flow of illegal immigrants to invade the country all while saying there was no issue at the border. 10+ million fighting age men with no vetting. Just let them all come in. Then when you try to fix the catastrophe created by gross incompetence, make up lies about “due processes” and everything under the sun to get the foot soldiers to do the dirty work. Rules for Radicals (a Communist play book to destroy society) is in full swing by the DNC.'
on Mark Gurman: Why there's still no Apple CarPlay for Teslas - 'That balance sheet is gonna be a mess when SpaceX acquires Tesla.'
on Mark Gurman: Why there's still no Apple CarPlay for Teslas - 'Greg, There are rumors that Musk is thinking about merging Tesla and Space X'
on This week's Apple trading strategies (2/16-2/20/26) - 'AAPL, now at the low end its valuation range (as of the last 2 years), is a great entry point.'
on Mark Gurman: Why there's still no Apple CarPlay for Teslas - 'Elon has lost interest in Tesla. He wants to space travel and develop robots. So how long before he decides to sell Tesla? But who would buy it?'
