Recent Comments

  • Joseph Bland on Premarket: Apple is red - 'Thanks for clarification, Rodney, and I upvoted both comments! This ridiculous drop in Apple’s valuation is (1) SO predictable, and (2) a huge opportunity for both Apple and long term investors to buy cheap AAPL – which Apple has now been doing for over 12 years!'
  • Joseph Bland on Apple's MacBook Neo stars in this week's Joy of Tech - 'Hi, Daniel. Is gross margin better than increased net profit? The Neo is IMO a classic loss leader – with one huge difference: A loss leader that breaks even is gravy, so one that turns a profit is fantastic. Also, the whole Apple assembly line normally goes into hibernation following Chinese New Year. This year, portions of it will stay open. These new products are a win all around; for kids and their parents, for Apple, for Apple employees, and for long term AAPL investors.'
  • Daniel Epstein on Apple's MacBook Neo stars in this week's Joy of Tech - 'Anybody have an idea how big the revenue opportunity is for Apple in the budget market for laptops? If Apple sells annually 4 million additional budget laptops at 650 asp that works out to 2.6 billion per year. A nice use of older technology but not a super difference to the overall Apple ecosystem. If they do better than that then it bodes well for future Mac user sales so a good way to expand.'
  • Joseph Bland on Apple's MacBook Neo stars in this week's Joy of Tech - 'And if you think the valuation of Apple is bananas now, just think how it would have been without this week’s reveals!'
  • Joseph Bland on Premarket: Apple is red - 'Morning, Gregg. Agreed. Among other things, that near-death experience created a need to get their hands on cash, which they were forced to do by hugely diluting the float. Only now is the float back close to normal.'
  • Rodney Avilla on Premarket: Apple is red - '“ And no, Rodney, what some folks see as the tardiness of Smart Siri is not the problem.” I agree. I am not in a big hurry, and I don’t think Apple should be either. But there are some on Wall Street who think otherwise. And I believe that when Apple does make that announcement, we will see a very sizable bump in aapl.'
  • Bill Donahue on Premarket: Apple is red - 'FYI, this filing was this morning.'
  • Joseph Bland on Premarket: Apple is red - '“…the rule of law is no longer of relevance…” It means we’re in deep shit, and it’s getting deeper. There’s a reckoning coming down the pike. Well, that, or the Republicans drag us into full-on authoritarianism. Like I said, folks: It’s past time to have fastened your seat belts….'
  • David Wilson on Premarket: Apple is red - 'Indeed, that is the question.'
  • Bill Donahue on Premarket: Apple is red - 'According to a court filing with the U.S. Court ‌for International ​Trade, U.S. Customs ‌and Border Protection ​agency stated they are unable to comply with a ‌court order ⁠directing it to refund ⁠tariffs that the Supreme Court ​has ​ruled ​illegal. That may also be what’s weighing on the market, from a couple of perspectives. First being companies and consumers won’t be getting their money that was illegally taken by US Customs and Border Protection any time soon and, second, the bigger, broader, and more significant implications of the US government simply saying they can’t (or won’t?) follow a court order to undo their illegal actions. Put simply, what does it mean to do business in a jurisdiction in which the rule of law is no longer of relevance to government and regulators?'
  • Joseph Bland on Premarket: Apple is red - 'IMO, Rodney, uncomfortableness with AI is growing. Apple may actually be the beneficiary of a go-slow approach. Apple/AAPL is a stock thar absolutely requires patience, and even a tab or two of dramamine. It’s not a good fit as a momentum stick, although it’s also streaky at times.'
  • Rodney Avilla on Apple MacBook Neo hands on (videos) - 'Just wait till Xmas! And Jr High and High School Graduation gifts in May/June And Back to School in Fall.'
  • Joseph Bland on Premarket: Apple is red - 'Some folks are (belatedly) raiding their piggy banks. And there are suddenly a LOT of falling knives. Stagflation is now a real danger. But hey, the wealthy got their Big Beautiful Bill, so it’s completely worth the price we’re gonna pay…. /s And no, Rodney, what some folks see as the tardiness of Smart Siri is not the problem.'
  • Rodney Avilla on Premarket: Apple is red - 'Why all the red? Primary reasons- external uncertainties. Secondary reasons- Every time Apple opens their mouth and does NOT say ‘Smart Siri is here’, wall street moans.'
  • Greg Lippert on Apple's MacBook Neo stars in this week's Joy of Tech - 'People spend more than that per month on coffee!'
  • Digant Jariwala on Premarket: Apple is red - 'So much winning that I am getting tired of the winning'
  • Fred Stein on Apple's MacBook Neo stars in this week's Joy of Tech - 'Don’t forget the colors, telegraphing APPLE to all the other kids. And Apple offers $49.91/mo. per month for 12 mo.months.'
  • Kemble Widmer on Premarket: Apple is red - 'No farm payrolls came in at -92,000, against expectations of +50,000, unemployment rate ticked up to 4.4%'
  • Greg Lippert on Apple's MacBook Neo stars in this week's Joy of Tech - 'The 17e and Neo are going to grow the IB, big!'
  • David Emery on Apple's MacBook Neo stars in this week's Joy of Tech - 'Joy of Tech is a must-read for me. And I just swapped emails with Snaggy yesterday about a bug on their website.'
  • Steven Philips on Apple's MacBook Neo stars in this week's Joy of Tech - 'They got it right in that last frame! 🙂'
  • Gregg Thurman on Premarket: Apple is red - 'Greg, I’ve been trading AAPL since 1995 (gave all my shares to my ex in exchange for a divorce in 2005). I started trading options shortly before that. I don’t think the Market has ever reconciled Apple’s near death experience in 1997.'
  • Gregg Thurman on Premarket: Apple is red - 'Somebody is buying AAPL at $260.29. Every time they stop buying AAPL immediately drops to ~$258.50. So whoever it is, they really want AAPL.'
  • Greg Lippert on Premarket: Apple is red - 'Even with all the uncertainty, I don’t see why Apple has been taking such a beating.'
  • Gregg Thurman on Premarket: Apple is red - 'Isn’t that a scary headline? Truth be told AAPL, NASDAQ, and the S&P 500 have all traded essentially flat since October. Only the DOW has eked out a small gain in the period. YoY all are up more than inflation. Not bad, considering. Starting in September I think today’s AAPL prints are going to look like the buy of the century. But what do I know? I’m an eternally optimistic trader with blinders on.'
  • Bart Yee on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'Joseph, off the top of my head, wonder if you could mount a second hand iPhone, camera facing down, pointing at your keyboard so you can see everything correctly. Set it to local FaceTime to your Mac. Open the FaceTime app so you see the video from your iPhone camera correctly oriented. Resize the window as needed and place at base of display screen just large enough for you to have visual feedback for your typing. You can then see on the display directly in front of you what your hands and keyboard are doing below your line of sight. You could even elevate or angle the keyboard up a bit of you want your arms and wrists to have a more ergonomic position?'
  • Steven Philips on Apple MacBook Neo hands on (videos) - 'Just wait till Xmas! '
  • Digant Jariwala on Apple MacBook Neo hands on (videos) - 'I expect to see these popping up in the Apple refurb store for $50 to $100 off in about 5 to 6 months, just in time for back to school season. And I am sure Apple will run some kind of promos as well. Places like Microcenter, B&H Photo and others will have sales sooner then that. A $500 aluminum-bodied MacBook with advanced chips? They will sell *very* well.'
  • Joseph Bland on WSJ: Apple is using memory chip costs like a scalpel to slice up its competitors - 'Hi, Farshad. By “they”, I assume you mean the analysts. The only people who know what the margins are work for Apple, and they won’t be telling us.'