Neal Guttenberg on Mark Gurman: Here's Apple's busy release schedule - 'Does anyone think that we might see an upgraded AVP this year or is that too soon? I was sort of hoping that with the Lakers game on the AVP seeming to be a real hit, that we would be seeing an upgraded, lower priced AVP this year. An upgraded AVP could be a real boost to subscriptions services for Apple.'
on Premarket: Apple was red, turned green - 'AAPL is trading ex-dividend of $0.26 today, so red by that amount or less is actually green to holders from Friday’s close.'
on He was about to return his Apple Vision Pro, then... - 'Make it cheaper, make it smaller, extend the battery life, and this tech will change the world. And cheaper, smaller, with longer battery life, has been the story of hardware since the famous Intel guy shared his observation that component density in microchips increases at a predictable exponential rate over time. Go Apple!'
on Premarket: Apple was red, turned green - 'Index futures are now red and Apple shares the color – pre-market Apple is currently down $0.35 at $277.51. Last week was a strong one for Apple. Let’s see if the trend continues into this week’s trading.'
on He was about to return his Apple Vision Pro, then... - '”Seems like a big missed opportunity.” What good is releasing content if you don’t have the installed base to sell to? The demand is there, but what good does that do you if you can’t manufacture more than 500,000 units per year? Enter the dilemma of Sony’s inability to expand its manufacturing capacity. That said, I think recent Apple announcements (Laker’s Vision Pro debut, purchase of US distribution rights to FIA events, signing of two Chinese screen manufacturers [both on Vision Pro supplier list]), and repeated references to Summer 2026 as Apple’s target for major announcements. AI and SIRI are important technologies, but, again, I think the BIG announcements will center on Vision Pro and associated Services.'
on Premarket: Apple was red, turned green - 'You may be on to something. “Was red, turned green” is a pattern I’ve seen a lot of late.'
on Tim Cook, Bad Bunny and the Apple Music Super Bowl - 'This is the first halftime show in a long, long time. I want to rewatch it because there was so much going on, so many cameos, so many Easter eggs. Apple deserves some credit for stepping back and not trying to influence the production (IMHO, the best in decades). Imagine what it would have been like if MS or Amazon were the sponsors? I may not have understood the words, but I understood the point. And I also enjoyed seeing one of my favorite punk bands, Green Day, perform 2 of their great songs to start the festivities. As an old fart, I did love seeing the 3 lads, now in their 50s, rip the stage open.'
on Tim Cook, Bad Bunny and the Apple Music Super Bowl - 'Didn’t watch the game but just saw the halftime show, and I thought it was a spectacular production, even though everything feels rushed, given the short amount of time the artist is given to perform while moving around the set. It’s not really about the music but more about the passion and energy. Name a Latin performer that lacks either… no se puede.'
on Mark Gurman: Here's Apple's busy release schedule - 'Damn! That 1313 Mockingbird Lane in Dallas was news to me and I live in Dallas. My supermarket is on Mockingbird Lane (albeit about 5 miles from the “Supervision and Correction” facility).'
on Don't blame Apple - 'I think he’s saying that electricians are so in demand for AI that they’re getting offered far more to do that than normal work, which is not only leaving a shortage of paid electricians but also driving up their costs to normal customers. That seems so obvious, not sure why I didn’t see that. Thanks.'
on Tim Cook, Bad Bunny and the Apple Music Super Bowl - 'The Seahawks are asserting themselves, as expected…. The Super Bowl was already played (twice) – but the advantage was with Seattle due to field advantage. Otherwise, it would be the Rams doing the damage.'
on Don't blame Apple - '@Rodney The AI crowd are building data centers at a frantic rate. These require extensive power which require electricians (and others) to build them. iPhones are not yet more expensive but that is the fear. Memory costs are rising spectacularly because of AI demand which could drive up the cost of all electronics. Crucial even stopped selling to consumers to focus on businesses buying memory. There were several questions from analysts about this at Apple’s recent earnings call. Apple is facing increased competition for access to the latest technology from TSMC. This article highlights the weirdness of this business. Absolutely astounding levels of investment balanced against paltry returns. Clearly this is not sustainable. Businesses can’t keep investing hundreds of billions per year and get almost no profit in return. How this will end is anyone’s guess. Adding one more straw to the camel’s back is the apparent fact that AI improvements have slowed quite a bit. They are getting less bang for the buck. You can read Gary Marcus at his substack for the details. Personally, it seems that it is corporate ego driving this. There is a belief that AI will rule supreme and no one wants to give up and let another company win. This is like a poker game where players keep raising their bets hoping the other players will fold first. This is, I believe, what is pulling down various AI stocks. Oracle is down about 60% off its recent high. Microsoft fell after earnings when it announced increased CAPEX spending. NVIDIA stock is roughly flat since last August.'
on Tim Cook, Bad Bunny and the Apple Music Super Bowl - '@Joseph: That was a horrible missed call. You never know what’s going on in these big games. They have big time refs yet there are always questionable or missed calls. The Rams back when I was growing up with the “Fearsome Foursome” always ran into those darn Green Bay Packers. It would have been awesome if they went to a Super Bowl back when they had that incredible defense and Roman Gabriel at QB. Oh well. Here’s to a good game.'
