Recent Comments

  • Joseph Bland on The Epstein-Microsoft connection - 'Can we get back to Apple now? Thank you.'
  • Joseph Bland on Premarket: Apple is red - 'Holes gonna be holes, Bill. Back on Apple, if you draw a line through the AAPL highs starting at just before the Great Recession around March 2008 (18 years), you create a beautiful parabola that shows zero signs of even bending towards straight line ascendancy, let alone leveling off. You also see a LOT of undervaluation, the last 12 years of which went hand-in-hand with Apple buybacks. Looking at Apple as a massive, long term investor in itself, that’s some damn smart investing there!'
  • Stephen Gordon on The Epstein-Microsoft connection - 'Most of this stuff is noise to drown out the signal… and we know where the signal is strongest.'
  • Robert Stack on The architect of Trump's tariffs calls Tim Cook a liar - 'Simple: you give your advice to an even bigger nut job than you are.'
  • David Emery on The architect of Trump's tariffs calls Tim Cook a liar - 'You could stop here: Peter Navarro has always been an idiot and a liar and completely wrong'
  • Ron Fredrick on The architect of Trump's tariffs calls Tim Cook a liar - '“…posted Wednesday by the New York Post.” **The New York Post? Well then, I’m not sure how I missed seeing the article. I always read The New York Post because of its trustworthy sources and unbiased reporting. /s'
  • Greg Lippert on The Epstein-Microsoft connection - 'Different than being besties, flying around and both likeing underage girls. Right Pedo-Trump.'
  • Rodney Avilla on The Epstein-Microsoft connection - 'This is almost up to the standard of the National Inquirer. Mr. Epstein is a very smart businessman. Going through his records will find him dealing with lots and lots of business people. If you find him connecting with someone you like, one will probably say that was just business and has nothing to do with his island. If you find him connecting with someone you don’t like, one will probably say ‘ I expected that. Guilt by association.'
  • Rick Johnson on The architect of Trump's tariffs calls Tim Cook a liar - 'Just amazing how “projection” works in the sick mind. Just a little rich.'
  • Rick Johnson on The architect of Trump's tariffs calls Tim Cook a liar - 'All potatoes are now scarred forever.'
  • Stephen Gordon on The architect of Trump's tariffs calls Tim Cook a liar - 'Let’s see how he feels when Apple sues to recover the illegal tariffs it was forced to pay.'
  • Bill Donahue on The architect of Trump's tariffs calls Tim Cook a liar - 'Thanks Gregg. I don’t know what I was thinking: I love potatoes!'
  • Miguel Ancira on The architect of Trump's tariffs calls Tim Cook a liar - 'How this nutjob gets anybody to listen to him is truly amazing.'
  • Gregg Thurman on The architect of Trump's tariffs calls Tim Cook a liar - '”This gang has the strategic sophistication and sense of a potato.” What did a potato do to you, that you would insult it so? A potato is much smarter.'
  • Bill Donahue on Premarket: Apple is red - 'NVDA reporting after-market today.'
  • Gregg Thurman on The architect of Trump's tariffs calls Tim Cook a liar - '”illustrate a lack of understanding of consumer electronics manufacturing.” He probably believes “Laffer’s Curve” and “Trickle Down” were Nobel worthy concepts. Thinking hard on which is the singe best word to describe Navarro. Dumb just didn’t quite do it. Stupid does.'
  • Bill Donahue on The architect of Trump's tariffs calls Tim Cook a liar - 'But Gary – think about all the millions of Americans who now won’t be able to get jobs screwing in those tiny screws in iPhone, that Howard Lutnick bragged would be the result of moving iPhone production to the USA! This gang has the strategic sophistication and sense of a potato.'
  • Robert Paul Leitao on Premarket: Apple is red - 'Index futures are green on this Wednesday morning. Apple, which finished up $5.96 on Tuesday to end the session at $272.14 is in the red heading into today’s opening bell. Pre-market the shares are down $0.73. NVIDIA, which will report earnings after today’s closing bell, is up pre-market $1.68 at $194.53. Morgan Stanley, among the financial firms hit hard in Monday’s trading, rose $1.99 on Tuesday to $168.79 and is ahead pre-market $1.05 at $169.82. The shares closed Friday at $175.41. Markets remain nervous about AI and its resulting future impact on enterprise revenue growth and earnings.'
  • Bill Donahue on Premarket: Apple is red - 'Anthropic has sent out a note informing the world that they’re getting rid of their Responsible Scaling Policy to delay AI development that might be dangerous, and replacing it with one that stipulates that they would no longer do so if competition in AI development has resulted in them no longer having a significant lead over competitors. That should be a great message to the world and the world’s investors who have been expressing concern about irresponsible AI development and the real or imagined risks that presents.'
  • Gary Morton on The architect of Trump's tariffs calls Tim Cook a liar - 'iPhone assembly is a low value add process. The US right now would be a very poor choice for an assembly location. Much more value add would be some of the key components, which is what Apple is pursuing. Following a multi-year ramp-up of these and the evolution of assembly to robotics, revisiting the assembly location may make some sense. Navarro’s comments are very short term oriented and, quite frankly, illustrate a lack of understanding of consumer electronics manufacturing. Apple committed to $600B in US investment, and the company is actively pursuing that plan, Navarro should be singing their praises from both a practical and political point of view. Instead he wants to sound like he is the big man in the room and be critical of what the administration’s trade team should be touting as a significant win. It is time for him to find other employment.'
  • Bill Donahue on The architect of Trump's tariffs calls Tim Cook a liar - '“Kettle? Meet Pot!” Given that the entire US tariff “adventure” is entirely the fault of everyone involved in promoting and forcing it lying through their teeth throughout the whole thing (and Navarro is among the biggest), I’m thinking they shouldn’t be offended or surprised when people who have to make real decisions and come up with real solutions to the real problems that have been created end up slow-walking decisions they know will cost hundreds of billions of dollars and take years to put into effect. Peter Navarro has always been an idiot and a liar and completely wrong about tariffs. Count me on the side of anyone who’s trying to work around his bullshit by minimizing collateral damage to real people, international trade and relationships, and economic stability.'
  • Gregg Thurman on The architect of Trump's tariffs calls Tim Cook a liar - '”Be my guest.” No thanks. I gave up Looney Tune when I turned 13.'
  • Greg Lippert on The architect of Trump's tariffs calls Tim Cook a liar - 'Another MAGA nutjob. Probably in Trump-Epstein files, too. Apple is trying to diversify its supply chain, especially given the Chinese/Taiwan situation.'
  • Gregg Thurman on Apple silicon is actually getting made in the US. Watch! - 'Trump doesn’t really care if these are new Apple commitments, as long as he can claim responsibility for them happening. Apple is going to manufacture where management deems it best, regardless of who is in office.'
  • Fred Stein on Apple silicon is actually getting made in the US. Watch! - 'From the Zombies, ‘Time of the season’ lyrics Who’s your daddy? (Who’s your daddy?) (He rich?) Is he rich like me? Has he taken (has he taken) Any time (any time) (To show) To show you what you need to live?'
  • Bill Donahue on Apple silicon is actually getting made in the US. Watch! - 'It’s pretty amazing how basically Apple’s demand and promise to purchase output has initiated what will probably become among the most important global centres of excellence for the research and production of chips and associated technologies, in Sherman, Texas, and Phoenix, Arizona. Fast-forward a couple of decades, and the scientific, technological, financial and economic spin-offs will probably be mind-boggling.'
  • David Emery on Counterpoint: Apple's iPhone had a bang-up quarter - '“proprietary internal numbers” – obtained via rectal sampling, no doubt!'
  • Bill Donahue on Apple silicon is actually getting made in the US. Watch! - '“Who’s the most demanding customer that you have?” “Apple.” Music to my ears!'
  • Bill Donahue on Apple silicon is actually getting made in the US. Watch! - 'Are they really bringing chip manufacturing “back” to the USA, or is this just the latest expansion of production and supply capacity that’s always been part of Tim Cook’s forward-looking dance around global supply-chain pinch-points caused by things like domestic and international politics and “disagreements”? Especially given prior statements by TSMC’s CEO that they don’t upgrade existing lines to shift to new products, but rather just build new lines so that they can continue to satisfy the demand for the products they’re already pumping out.'
  • Richard Gayle on Apple silicon is actually getting made in the US. Watch! - 'It looks like Houston may be the nexus for a lot of US assembly. It has a dedicated bare silicon wafer supplier in Texas. It is having chips made at 22 different US faciities. Its server assembly in Houston is ahead of schedule and will be assembling Mac minis soon. https://www.apple.com/newsroom/2026/02/apple-accelerates-us-manufacturing-with-mac-mini-production/'