Fred Stein on This week's Apple trading strategies (5/18-5/22/26) - 'Using Google’s search bar, hence their AI: “OpenAI urgently requires immense amounts of capital and will heavily rely on both venture funding rounds and a future IPO to sustain operations. Despite closing a historic $122 billion funding round, the company projects cumulative losses of hundreds of billions of dollars this decade as it builds out massive data centers and infrastructure.” My take: They won’t start another lawsuit.'
on Apple, TSMC and Taiwan's 'silicon shield' - 'I think it likely that Xi can read the tea leaves – Russia attacks a smaller but more nimble adversary whose novel high-tech approaches stymie Russia’s military might. No success. The economy destroyed. The US attacks a smaller but more nimble adversary whose novel high-tech approaches stymie the US military might. No success. The economy in shambles. Does Xi want to repeat that with China? Not only would Taiwan not be easy, but the economic repercussions would destroy China’s economy. I think he is smarter than the other 2 leaders. He can have all the global impact he wants by really doing nothing. Heck, he can appear to be the moderating force in the world by really doing little. Now, if he decided to attack Russia in the east, take Vladivostok, and regain all the territory they lost to treaties …'
on Blowback from Tim Cook's presence in Trump's China entourage - 'It’s okay, David. We never seem to have a problem agreeing to disagree. Oh, and yes, that was exactly the “path”, and the slippery slope, I was referring to.'
on Apple, TSMC and Taiwan's 'silicon shield' - 'I had 2 offices in China in the late ‘90s (Chendu and Beijing). Most of the business people I dealt with were ex-pat Taiwanese. It was their expertise that rebuilt China. Mainland China still depends on Taiwanese expertise, although the gap has shrunk tremendously. Mainland Chinese today aren’t as worried about PRC pushback as they were in the ‘90s. At the time I predicted Taiwan would subsume China. I didn’t take into account the resilience of the CCP, Xi Jinping and its lust for control. Oh, I successfully moved a Chinese family to the US. Mom and Dad became US citizen’s. Mom first (she wanted of there). Dad didn’t file his final papers for a few more years (he was reluctant to cut the cord, but his 2 sons had no memory of China when he became a US citizen). His oldest son is today a citizen of Sweden (interesting story).'
on Saturday Apple video: Do we get free Wi-Fi? (2011) - 'Such a considered, articulate and appropriate response – you do your job and I’ll do mine. Gone too soon'
on Apple, TSMC and Taiwan's 'silicon shield' - 'What scares me is the “Starting that war would just be a stupid thing to do, benefitting nobody.” Can anyone think of two recent wars that fall exactly into that category?'
on Apple, TSMC and Taiwan's 'silicon shield' - 'I find it hard to believe that China will attack Taiwan. Not that they aren’t interested. It is also good politics for them to do some saber rattling. It just seems that it would be immensely disruptive for them for so little benefit. But that hasn’t stopped others before them from doing similar things.'
on Base model iPhone 17 activations in China approach 30 million - 'Not “comment swinging”, it’s “come out swinging”, damn autocorrect.'
on Apple, TSMC and Taiwan's 'silicon shield' - 'Well, there’s component production, and there’s assembly and test. Producing chips in the US won’t solve the assembly problem.'
on Premarket: Apple is red - 'Fantastic! My token qty Limit Sell of 303 sold at 303.11. At 1:26pm Texas Time 5/15/2026. I sold a wee bit when it was at 290 & before that when it was at 282. Goodness gracious! Not enough for me to retire. Waitaminnit-I am retired! LOL'
on Apple, TSMC and Taiwan's 'silicon shield' - 'I’m not sure AppleInsider has the level of investigative journalism that I would put much value in their opinion on China’s plans.'
on Apple closes above $300 for the first time - 'Apple’s short interest as a percentage of float is 0.92% as of April 30th and days to cover ratio is 2.9 days which indicates a short squeeze isn’t likely to occur anytime soon.'
on Chinese press highlights Trump's recent stakes in Apple and Nvidia - 'Congress are, at the moment, a bunch of lapdogs, which is an unfortunate insult to lapdogs. My 69 pound pittie still believes that he is a lapdog!'
on Chinese press highlights Trump's recent stakes in Apple and Nvidia - 'Trump is a criminal enterprise. No way around it. “Donald Trump’s latest financial disclosures show that he or his investment advisers made more than 3,700 trades in the first quarter, a flurry totaling tens of millions of dollars and involving major companies that have dealings with his administration.” https://finance.yahoo.com/markets/stocks/articles/trump-traded-nvidia-boeing-intel-030913697.html Insider trading for him, his family and close associates. What a racket.'
