Bill Donahue on Tiny Chinese chipmaker teaches giant Apple a lesson - 'Kind of an odd characterization of it as Apple “losing its point of leverage”, when it’s actually that Apple was seeking a new point of leverage and didn’t find one.'
on Mark Gurman: OpenAI's first device will be shiny AI donut - 'Sounds like a portable version of MS Clippy.'
on Mark Gurman: OpenAI's first device will be shiny AI donut - 'I carry an iPad and iPhone, either of which will be able to do more than the hockey puck, WITHOUT HAVING TO CARRY ONE MORE ITEM.'
on Tiny Chinese chipmaker teaches giant Apple a lesson - 'Boom… And Bust! “Please, Apple, can we have some more?”'
on Mark Gurman: OpenAI's first device will be shiny AI donut - 'Yuck. I use ChatGPT to help me sometimes. It has a number of problems. Sometimes its useful, emphasis sometimes. Many times its wrong and apologizes when I call it out on its bullshit. Also it’s always telling me how wonderful right or smart I am. Puke. I don’t need a friend, I need to solve problems or get info.'
on Tiny Chinese chipmaker teaches giant Apple a lesson - 'Anybody thinking this is the way of things from now on will be in for a rude awakening…'
on Omdia: Apple still rules the shrinking tablet market; Lenova is growing fast - 'Some of the Mac Neo sales cut into tablet sales, as Tim said on last call. It’s one of those wonderful bits that are too small to measure, just Apple’s relentless expansion of user base.'
on China Renaissance cuts Apple target $49 to $280 - 'Horace said: “Exchange rate headwinds, in contrast, are perceived as a loss of growth in Services.“ Exactly. As Services were 14% YoY in Q1 FY2026, Q3 guidance for Services is ~12% (as reported for June quarter) including unfavorable foreign exchange of 2.5%, meaning the underlying growth is aprox. 14-14.5%.which is aprox. where Q1 services was. FX is something that Apple can mitigate somewhat but otherwise is out of their control, more governed by geopolitical events and economic responses to those events.'
on Premarket: Apple is green - 'In afternoon trading the major indexes are mixed. Among S&P 500 components about 67% are currently in the red on the day. Apple is up $0.19 at $311.19. SpaceX continues to wobble with the shares up $2.68 today at $110.95. Microsoft, still working off its 52-week low of $349.20 set on June 25th, is up $8.60 or 1.76% at $496.06. The all-time high of $553.72 was set last October 28th.'
on BofA: Apple App Store downloads fell 4% Y/Y in July - '“At the same time, dollars per download rose nearly 5%.” Decrease in downloads with an increase in revenue tells me that the App store has got rid of a lot of freebies (or a lot of freebies are not being downloaded as much). I believe AI will help Apple’s app store in the following way. Since it is the big companies (Epic Games) that want to have their own App stores and receive Apple’s services free so that they can reap all the profits, AI will help the smaller developers (who tend to stay in Apple’s app store) create better products and be more competitive (against Epic, etc), bringing more profit to Apple.'
on BofA: Apple App Store downloads fell 4% Y/Y in July - 'Granted I’m not a ‘typical user’, but I think I’ve downloaded -1- new App in the last year. That was for my new blood sugar sensor. That app required a lot of login/account creation, and since the older app works just fine to do what I want it to do (display readings locally), I’ll probably remove the new app. All those stores, etc that want me to ‘download their app for deals’ get -ignored-.'
on Premarket: Apple is green - 'Favorable comments on SiTime’s earnings call last night guiding that sales to their ‘large consumer company’ will be strong in the second half of 2026 + stronger for 2027 as they (Apple) ‘continue to roll out our products into their next generation’. SiTime sells precision timing products used networking. Sales to data centers has taken off for them but 2 of their products are used in Apple’s C-series modems. Another answer by the CEO later in the Q+A regarding long term growth rates (next 5-8 years) absolutely caught my attention and reconfirmed my conviction in the stock. Not investment advice so do you own research but I will be continuing to add on all pullbacks.'
on BofA: Apple is stocking up on chips, buying up its shares - 'Robert – “I am a little surprised” …indeed. Perhaps they didn’t anticipate it being as protracted or as deep. But it will serve as a cautionary tale going forward.'
