Steven Philips on Premarket: Apple is green - 'A big jump but still such a low price. Need about five or six more jumps like that. 🙂'
on As our 2027 price target contest ends, here's where the pros stand for 2026 - 'That would be Mr Unmentionable.'
on A particularly clueless 'Apple at 50' article - 'The conflation of dominate with dominant is often seen online these days. It’s kind of sad that a seasoned journalist would not have a better grasp of the nuances of English grammar.'
on A particularly clueless 'Apple at 50' article - 'The iPhone probably can drive the stock forever, at least in my lifetime.'
on As our 2027 price target contest ends, here's where the pros stand for 2026 - 'Phil – Please include me at 348.'
on A particularly clueless 'Apple at 50' article - 'She may be able to type the alphabet, but it’s clear she doesn’t know the difference between “dominate” and “dominant.” As she made the same mistake twice, presuming PED simply cut and pasted text from her article.'
on A particularly clueless 'Apple at 50' article - 'This is fun. No one will be using automobiles. They will be using the Apple Jetson Flying Car. The only autos will be used to deliver products and groceries from the world’s largest retailer – Apple. We will carry our Apple mobile AI assistant (equivalent to a datacenter today) in our pockets when out and about, while wearable Apple computers make phones call, buy groceries, listen to music, keep track of bodily functions/health, and vote. It will also emit a signal jamming any attempt to surveil the user. Privacy is paramount. Ads will only be watched on Apple devices if we are paid to watch them. We will all have fully functioning home AI assistants (ie see Knowledge Navigator from the Skully years) from Apple, designed for each individual. Kids will be educated through their Knowledge Navigator, which will facilitate dialogs between recitation leaders and classmates using the Apple equivalent of Asimov’s Encyclopedia Galactica, with bi weekly meetings in person. Good grades will be rewarded with access to AAAAA++ games. Parents will also handle much of their work from home, with online and some in-person meetings. Apple teleporters will allow people to attend these meetings. Rural areas will be centers for WFH (using Apple SKy cars and teleporters to move around) with revitalized economies as Apple Green transforms the world. People will take vacations to the Apple Resort orbiting the Earth in geostationary orbit, taking the Apple Space elevator. Where they can see real concerts by real humans at Apple Music festivals. Because of its access to an individual’s health data, Apple Healthcare will be true personal medicine. Everyone will wear Apple Medic patches, which will examine 256 different metabolites/hormones in blood and interstitial fluid in real time, allowing illnesses and diseases to be recognized days or years earlier than today, when interventions can be done at much lower cost. Most manufacturing will be off the planet, with Apple Mining finding and using elements from asteroids and Apple robots assembling them. Apple Transport will deliver these products to the individual within 3 days. Apple Energy will produce solar power receivers for a variety of markets. Small ones for homes/apts. And large rectennas capturing microwaved power from Apple solar satellites that capture energy that would never hit the Earth. Apple Green will produce a wide range of devices that reduce CO2. Some will remove CO2 from the oceans, reducing acidity. Others will remove it from the air. We will be well on the way to remove some much from the atmosphere that we could get concentrations down to pre-Industrial age before 2100. And just for fun, Apple will sponsor a Rollerball team from the Bay Area 😉 Just my two cents.'
on A particularly clueless 'Apple at 50' article - 'Clueless, but not as good as the movie of the same name….'
on A particularly clueless 'Apple at 50' article - '”Everyone thinks they know how to run Apple.” Especially those that worked on their high school newspaper, and parlayed that into a web blog on an almost relevant news magazine.'
on As our 2027 price target contest ends, here's where the pros stand for 2026 - 'Phil, please put me down for $342'
on A particularly clueless 'Apple at 50' article - 'No humility. Just arrogance on the side of someone who can type the alphabet.'
on A particularly clueless 'Apple at 50' article - '“…the tech giant needs to expand outside of that pattern to prove to Wall Street it can continue to be a dominate tech force—and a solid tech investment—for the next several decades.” Or investors could just look at the track record since 1997 and call it good.'
on A particularly clueless 'Apple at 50' article - 'Enter the Vision Pro, 50 years on, only for all the senses…. Can’t innovate, my ass.'
on A particularly clueless 'Apple at 50' article - 'iPhone, iPhone, iPhone. One.Trick.Pony. I’ll take a bourbon please…make it a triple and, uh, leave the bottle….sheesh.'
on Benedict Evans on Apple AI - 'At some point, what happened 2 yrs ago needs to become history. We are all aware of it. Tim Cook has publicly admitted to it. No one ever said the delay was part of their strategy. Apple’s strategy was one of low (relative) AI CapEx Expenditures, not a delayed and prolonged education of Siri, and at this point it looks like that strategy is looking smarter and smarter. The delay with Siri hopefully should be coming to an end, soon. Most people understand the difference between the ‘screw-up’ and the strategy. My guess is that Evans knows the difference, but the drive to ‘sound different’ is great when you’re trying to get your views to attract attention.'
on As our 2027 price target contest ends, here's where the pros stand for 2026 - 'Phil, move me to $304 so Cy can have $303 to himself. Thanks!'
on Horace Dediu: How Apple's free cash flow is unique - 'Hah, a more in-depth ‘research’ post coming this week on this topic.'
on Horace Dediu: How Apple's free cash flow is unique - 'And that ignores that all the hyperscalers have started to use shell companies (“special purpose vehicles”) to remove their AI capex spending from their own balance sheets and financial reports, and mask their true AI-associated debt. Include that off-loaded and hidden debt, and the EV/FCF becomes even bigger for these companies.'
