Recent Comments

  • Roger Schutte on Premarket: Apple is red - 'Apple dropped some more bits of Apple Intelligence this morning. If voice over can click on icons on your screen, so on device AI can, too. WWDC should be interesting. https://www.apple.com/newsroom/2026/05/apple-unveils-new-accessibility-features-and-updates-with-apple-intelligence/'
  • Joseph Bland on Premarket: Apple is red - 'Green AAPL’s this AM, closely passing the $300 mark, but with all three indexes in the red as I type. Volume shows 4.8 M trades @ 6:43 AM PDT. Looks like a $300 floor is developing….'
  • Joseph Bland on Premarket: Apple is red - 'Trip Mickle and the New York Times are trolls who thrive on generating knee-jerk-liberal click-bait, and have done so ever since the Mike Daisy fiasco. As a non-knee-jerk liberal (I hope!), it is beyond disconcerting to see a company and its leaders disparaged simply because they are successful.'
  • Joseph Bland on Premarket: Apple is red - 'Read this early this AM: Excerpt From “Define ‘Boom’ Please” Daring Fireball https://apple.news/A4Jq9eXvMO0W4rEKby-JumQ This material may be protected by copyright. “While I’m linking to pieces on Apple’s CEO transition, here’s an annoying tidbit from Tripp Mickle and Karl Russell’s piece for The New York Times, under the headline “Tim Cook Was Very, Very Good at Making Money” (gift link): “Even though it has largely missed out on the artificial intelligence boom now lifting the sales of its technology peers, the company’s profits and stock value continue to grow.” Which peers have had their “sales lifted” by AI? There’s Nvidia (now the most valuable company in the world). But Apple doesn’t compete directly with Nvidia. What makes Apple different from its peer companies isn’t that the others are profiting from AI while Apple is not, but rather that Apple, seemingly alone, is not funnelling its free cash flow to Nvidia to build out massive AI datacenters. Apple might wind up missing out on something huge as a result of its decision to stay out of this race. But it’s nonsense to say they’ve already missed out on a boom. To date it’s a money pit.  ★ ”'
  • Gregg Thurman on Premarket: Apple is red - '” Defective cores can be disabled, leaving a chip that still functions perfectly well to power different, often cheaper devices” What a huge nothing burger. Different versions of the same product always has different performance levels requiring components meeting those standards. Always. It’s smart, it’s efficient, and the consumer isn’t harmed. They got what was advertised and what they paid for. How the manufactured did it isn’t an issue. If what Apple did/is doing were inappropriate or illegal the regulators would be all over. The deal is that only a hack would think this is relevant, and only a Jack publication would publish it.'
  • Robert Paul Leitao on Premarket: Apple is red - 'I’m doing a little research on the NextEra Energy/Dominion merger. As one person mentioned, utilities are now an AI backdoor play. That’s the way I’ve been viewing utilities for a while. Utilities with their comparatively high dividends yields are finding new growth opportunities in the AI era.'
  • Steven Philips on Premarket: Apple is red - 'This isn’t really my game, but I’ll try to beat Joseph to it. Even though there was a drop, it wasn’t much considering how much it’s run up. And the relatively low volume seems to indicate not a lot of people are selling. Good Omen? (Not the show – which for some reason I don’t like.) OOPS! I missed Joseph’s earlier post. Sorry Joseph! 🙁'
  • Steven Philips on Premarket: Apple is red - 'Even though they kinda/sorta clarified – at the end – the article talks about “cheap” devices using chips with defects that would otherwise be thrown out. If someone didn’t know that this was common practice they might get the wrong idea. Intentional? IDK. But it definitely could have been better written.'
  • Gregg Thurman on Premarket: Apple is red - 'Bought today: 15 JUL $300/$305 Call Spreads at $2.18. This goes totally against my oft stated philosophy about buying deep in the money. But even those on a strict weight loss diet get a day off now and they. And besides, I’m so far above my goal for the quarter that I felt I could take a small flyer (15 contracts) on something not really all that speculative, and.with a superlative ROI (130%) “Sometimes a guy just has to have fun”, Acknowledgment to Cyndi Lauper.'
  • Robert Paul Leitao on Premarket: Apple is red - 'From today’s WSJ about Apple using slightly defective chips in the MacBook Neo (no judgment on the strategy from me – just sharing the news story). Any thoughts on the story? ““Apple, long revered for its premium-priced products, has managed to develop a booming business selling cheaper devices when most gadget makers are being hammered by rising costs. One of its secrets: using chips with slight defects that might otherwise be thrown out. The strategy is apparent in the technical minutiae of the newly released $599 MacBook Neo, which early data suggest is a hit with customers. The chip powering the Neo is Apple’s A18 Pro, the same chip first used inside the iPhone 16 Pro two years ago, but with one key difference. The Neo version of the chip has a “5-core” graphics processor, one less than the version inside the 2024 iPhones, indicating that Apple was able to save some of the A18 Pro chips with a defective core for future use. Defective cores can be disabled, leaving a chip that still functions perfectly well to power different, often cheaper devices—in this case an entry-level laptop instead of a top-of-the-line iPhone. It is the latest example of Apple deploying a decades-old chip industry strategy to squeeze profits from lesser-performing processors by selling them like eggs, gas, diamonds or hotel rooms, ” Excerpt From “Apple Is Making Hit Products and High Profits From Imperfect Chips” Rolfe Winkler, Yang Jie The Wall Street Journal https://apple.news/A76icRn89TwO2SLpZZvOfNQ This material may be protected by copyright.'
  • Robert Paul Leitao on Premarket: Apple is red - 'Definitely bargain hunting today at the start of this action-packed week. Google I/O begins tomorrow, NVIDIA reports on Wednesday, Walmart (which now considers itself a tech company – it delisted from the NYSE to join the Nasdaq 100) reports on Thursday. Walmart gained $1.89 today to close at $133.34. Meanwhile, Meta has announced plans to layoff about 10,000 employees this week and recently scrapped plans to fill thousands of previously open positions. Meta’s share price is down 4.55% over the past twelve months. Meta dropped $3.02 to close today at $611.21.'
  • David Emery on Caught on video: Elon Musk when Tim Cook wasn't looking - 'Yeah. Children usually grow up to become adults.'
  • Joseph Bland on Premarket: Apple is red - 'AAPL volume of 34.3 M at 1:21 PM PDT, vs an average of 43.7 M. Down 0.8 of a percent, but off its daily low of $294.91.'
  • Ron Fredrick on Caught on video: Elon Musk when Tim Cook wasn't looking - 'P.E.D. said: “My take:What a child.” **That comparison is totally insulting and unfair to children! 🙂'
  • David Emery on Caught on video: Elon Musk when Tim Cook wasn't looking - 'The amici brief the court appointed basically said (IANAL) “Courts depend on a clear controversy between adversaries. When Trump sues Trump (unitary executive!), there’s no adversarial relationship, so courts do not have jurisdiction.” But consider: This money is coming from the Treasury, withOUT an appropriation by Congress. Does that give Congress standing to sue? I would think so, particularly since this is not a true judgement negotiated between adversaries, but an agreement withIN the executive branch. However, it seems that the standing for such a suit has to be voted by Congress (i.e. by majority vote), individual Congresscritters don’t have sufficient standing. YES, THIS IS VERY BADLY BROKEN. It might well be THE MOST BLATANT PIECE OF SELF-DEALING AND GRIFT IN US HISTORY.'
  • Greg Lippert on Caught on video: Elon Musk when Tim Cook wasn't looking - 'Speaking of the total corruption continues with the justice department making a $1.7 billion slush fund for kingpin pedo’s maga buddies. In what world is this OK?'
  • Miguel Ancira on Caught on video: Elon Musk when Tim Cook wasn't looking - 'that is spot on'
  • David Emery on Caught on video: Elon Musk when Tim Cook wasn't looking - 'Could it be that no sane person would be associated with him? (And I say that not totally in jest!)'
  • Bart Yee on I'm flying to Croatia - 'Safe air flights, travel, and specifically safe cycling. Keep the rubber side down and the helmet side up. Hope you’ll have plenty of photos to share. Also, keep us appraised of your iPhone observations in Croatia, whether they have made an impact with the population. From Gemini: Apple does not have any official, direct-operated retail Apple Stores in Croatia. However, the brand has a strong physical and commercial presence through premium resellers and local retailers. Key aspects of Apple’s presence in Croatia include: Hardware & Retail: You can easily buy and service Apple products through official authorized premium partners like iSTYLE, which has multiple locations across major cities including Zagreb, Split, Rijeka, and Zadar. Payments & Features: Apple Pay is fully supported and widely used for daily transactions across the country. Additionally, enhanced features like the detailed Apple Maps (including Look Around 3D imagery) are active in Croatia. https://www.expatincroatia.com/where-service-support-apple-mac-products-croatia/'
  • Miguel Ancira on Caught on video: Elon Musk when Tim Cook wasn't looking - 'I am sorry, but why is everybody closely associated with the president so f@#$ing weird?'
  • David Emery on Caught on video: Elon Musk when Tim Cook wasn't looking - 'I, for one, pay PED to exercise his judgement. Even when I disagree with him, I’m fine reading the stuff he selects and his take on it.'
  • David Emery on Mark Gurman: To protect your privacy, Siri 2.0 may forget what you asked - 'So next year, when someone calls Gurman to task for hallucinating, he can respond, “It’s not my fault! Siri forgot what I asked it last year!”'
  • Joseph Bland on Premarket: Apple is red - '“[AAPl] Max pain…at $295 (up $15)…” Lots of options losers (and some winners) last week, as the reality of Apple’s undervaluation in today’s world continues to sink in. Basically, a lot of shooting way behind the target.'
  • Joseph Bland on I'm flying to Croatia - 'We saw Dubrovnik years ago. Loved it! Have fun, y’all!'
  • Brent Maynard on I'm flying to Croatia - 'Have a great trip! We will be there in September.'
  • Philip Elmer-DeWitt on I'm flying to Croatia - 'Steven said “Curious about those numbers. What are you doing in the saddle if not touring?” To clarify, those were 3 days of pure tourism, no bike involved.'
  • David Emery on I'm flying to Croatia - 'Croatia has been near the top of our ‘new places to visit’ list for a while. Split and Dubrovnik are the two places I’d want to visit. Anyway, safe travels and boring flights!'
  • Steven Philips on I'm flying to Croatia - '3days of tourism but 6 days in the saddle? Curious about those numbers. What are you doing in the saddle if not touring?'
  • Gregg Thurman on I'm flying to Croatia - 'I did some preliminary research on the area a couple years agi, with the thought of relocating there. It looks wonderful. Lots of British ex-pats. Cost of quality real estate and living are very reasonable, and of course no Trump.'
  • Darren DMW on Mark Gurman: To protect your privacy, Siri 2.0 may forget what you asked - 'I am finding chatgpt memory very beneficial. I am working on a 3 year project and I am always giving it more info to expand it’s “knowledge base” and the responses are less general in nature and more refined for my product, very particular customer base, market conditions, etc.'