Charles A. on Premarket: Apple was red, turned green - 'The CEO, Bancel, is brilliant. I own a nice lot of MRNA @20/sh. The stock peaked 5 years at nearly 500 during COVID. It’s got a long way to go to pass that milestone, but today’s announcement puts them back on track for significant outperformance, IMHO, over the next several years. A huge win-win, indeed, for science and shareholders.'
on Apple: Risk off in the EU - '“This removes a cloud of legal and financial uncertainty that had weighed on the stock.” Nah, the stock has done well and retraced several times in the last 12 months, but all that action was due to a range of factors other than EU shenanigan weights.'
on Bloomberg: Apple won't be selling any 'PervertPods' - 'The agent provocateur in me poses this question to all Apple 3.0 subscribers: How many of you have a Facebook or Instagram account? Just asking…'
on Bloomberg: Apple's modest CapEx is dragging it down - 'Ryan Vlastelica: “Apple, which has opted to power its AI services through partnerships and avoid the costly arms race for computing infrastructure, is among the 25 worst performing stocks in the S&P 500 Index over the past three weeks.” **Over the last three weeks? Clearly Ryan is not a long-term investor. 🙂 So far, AAPL is up 16.5%, YTD…I couldn’t care less how that percentage compares to the gain of other stocks over the past 3 weeks.'
on Early Apple investor buys first Ferrari EV for $40 million - 'My best was only a ‘66 E-type but I would say the same. Did like my ‘93 Rx7 TT, though. Boys and their toys! 🙂'
on Early Apple investor buys first Ferrari EV for $40 million - 'Or you could buy a 2005 Ford GT. Original price $250,000. Only 4,000 produced. It’ll only cost about $600,000 today. I had one for a while. Finest (by any measure) car I’ve ever owned and the most enjoyable I’ve ever driven.'
on Bloomberg: Apple's modest CapEx is dragging it down - '“ felt dated” You’d have to go back five months to March of this year for it to sound remotely true. It’s more like cherry picking your data to try to make a point. Some people just like being a contrarian.'
on Premarket: Apple was red, turned green - 'This might be of interest to you, Robert – as well as to others here: https://capitalblueprint.substack.com/p/decoding-herb-wertheims-dual-engine?utm_campaign=post&utm_medium=web'
on Premarket: Apple was red, turned green - 'Rising US government debt, rising US household debt, rising market margin and now rising interest rates. Add to this rising corporate debt in the hundreds of billions of dollars through AI capex deployments and the opportunity costs of investing in equities is rising. I see some yellow lights flashing on the investment horizon. I do think there’s definitely opportunities for share price appreciation through earnings growth over the next couple of years. However, I do plan to be judicious in my investment choices now that retirement has arrived at my front door.'
on Early Apple investor buys first Ferrari EV for $40 million - 'My personal values dictate: What not to do with the money you make through investments! (I’m more stingy, like Buffett.)'
on Apple leaks a demo of AirPods with eyes (video) - 'Viral marketing or hidden in plain sight for those who are looking?'
on Premarket: Apple was red, turned green - 'Apple closed on an uptick which was nice. Pretty high volume, ~50M.'
on Bloomberg: Apple won't be selling any 'PervertPods' - '“… Apple can learn from all this if it wants its devices to avoid becoming known as “PervertPods …” Apple has very little to learn from Zuckerberg. Apple’s leadership has long considered him to be amoral (or worse) and Facebook’s business model to be ethically suspect. Back in 2018, when Facebook was under fire for enabling the Cambridge Analytica data scandal, Cook said “Apple has never believed that detailed online profiles of people should exist. We can make a ton of money if customers were our product. We have elected not to do that.” CNBC: “When asked [in 2018] what he would do if he were currently faced with the problems confronting Facebook CEO Mark Zuckerberg, Cook said: ‘I wouldn’t be in this situation.’” Source: https://www.cnbc.com/2018/03/28/tim-cook-on-facebooks-scandal-i-wouldnt-be-in-this-situation.html'
on Bloomberg: Apple won't be selling any 'PervertPods' - 'Maybe Apple has done the work (thought it through) and facial recognition won’t be part of the deal.'
on Bloomberg: Apple won't be selling any 'PervertPods' - 'The rumor I’ve heard is that the camera is not high resolution enough to use for facial recognition but will be useful for identifying surroundings or OCR. So perhaps look at a product in the grocery store and ask what are the ingredients or if there are any active recalls? Or can I find it cheaper somewhere else?'
on Apple: Risk off in the EU - 'Apple won. Predators win. People get nothing. Sure 5% vs 30% seems like a big loss. But then it’s: 1) Only in the EU. 2) Only for Apps that sell enough to justify setting up their own market place. 3) Only for customers that choose to go outside the walled garden. But most customers like the walled garden – it’s simple and safe. 4) Hard for App sellers to give customers much incentive and save much by splitting the 25%. Considering all of the above, it only makes sense for large in-App purchases like games, horoscopes, dating sites, etc., where there are significant predatory factors.'
on Bloomberg: Apple's modest CapEx is dragging it down - 'Maybe it is me but I have heard more compliments about Apple’s Cap Ex control related to AI recently than criticisms. True some people try and approach as a backhanded compliment. The reason for the poor performance of the stock price seems to me to be related to the guidance not meeting or beating expectations for the current quarter. And Apple is not the only company which was hit after their earnings report so I think this is just as much a market story as it is anything related to way the business is doing. And of course this is the slow period before Apple announces the fall line up etc. So why not make it sound like a critical period for the company so one can generate clicks and market ripples. Bloomberg is not alone in this kind of reporting but they seem to practice it regularly. I guess Apple’s tight lipped approach in front of a product announcement period is frustrating the reporters more than usual.'
on Nearly half of Australia's iPhone Pro owners say they'd 'consider' a foldable - 'Morning, Greg, “…just use an ipad (which some day might be foldable).” Isn’t a foldable iPhone essentially a foldable iPad? If looks, acts, and quacks like a duck….'
