Gregg Thurman on Premarket: Apple is red - 'You could go back to the beginning’s of this war and find the analyst commentary read the same throughout. Oil goes up because and oil goes does because (just not as much as it went up). The reality is that that producers can move prices to where they want them to be because the consumer will pay it.'
on Premarket: Apple was red, turned green - 'On this day Dell led the gainers on the S&P 500, rising $67.20 or 15.81% to $492.20 on strong revenue growth and guidance for continued strong growth. Apple ended the day off $0.17 at $324.96. In overnight trading Apple is currently off $0.65 at $324.31.'
on Apple renames Lake Ontario - 'He does not have that authority, but he does have a sycophantic Republican Legislature and Supreme Court (the latter slightly less sycophantic than the former). Nobody is properly trying to stop him. And too many middle Americans have forgotten their civic lessons.'
on Apple renames Lake Ontario - 'I looked to see how Apple Maps handles geographic locations in Quebec. It uses English names, including “Quebec City” and “St Laurence River”.'
on Barron's: Apple is at an inflection point - 'Everything with Apple whether it’s a release date or the upcoming WWDC event according to these pundits and analysts is: “An Inflection Point.” Reminds me of each season in football there is always the: “Next Game of the Century.”'
on Apple renames Lake Ontario - 'If you click on the name in Apple Maps then click Report and Issue you can tell Apple to correct the name to Lake Ontario. I do the same for the Gulf of Mexico.'
on Morgan Stanley expects Apple to nearly double size of foldable market - 'Considering how expensive some competitors foldable phones are (the ones with big screens) it will be fun to see how the revenue grows in that portion of the mobile market with Apple entering it. I don’t care too much about market share concepts which include cheap phones. Someone will probably figure out a way to make units more important than revenue if Apple has a hit.'
on Barron's: Apple is at an inflection point - 'As you can see on the chart, growth after the inflection point continues, just not as steep as before the inflection point. There are a lot of assumptions built into that graph, now and specially for the future. My assumptions simply don’t match theirs.'
on Morgan Stanley expects Apple to nearly double size of foldable market - 'My take on “shine.” From Lennon’s Instant Karma: “We all shine on, like the moon and the stars and the sun.” Google suggests this means “every single person possesses inherent worth, divine light, and the potential to positively impact the world.” Very Apple. But this also leads me to King’s The Shining, whose title King has said came from the lyrics to Instant Karma. The shining in the book is a gift that, again from Google, allows people “to read minds, communicate without speaking, and see visions of past and future events.” Sounds like something Apple could make, and I would buy 😉'
on Apple renames Lake Ontario - 'I agree but how does he have that unilateral authority and what’s stopping him from renaming anything he wants?'
on Evercore: Here comes the iPhone Ultra - 'I’m prepared to be disappointed if it’s not a foldable iPad with a single folded screen.'
on Live immersive baseball on the Apple Vision Pro is a hit - 'As many have stated, 2 things need to happen, probably around the same time, for the AVP to be successful. First, a cheaper device. Then more content, maybe from a sports standpoint which usually brings a built in audience. At this point, I can’t justify spending that kind of money on a device that may be obsoleted any day now. And it is hard to justify for what is available on the device. I think there are many who feel the same way. But once you remove those 2 obstacles, I think Apple will have a winner on its hands. It may not happen on the timeline that many here want. But I do think it will happen when the time is right for both things.'
on Apple renames Lake Ontario - 'And I’m waiting for Mark Carney to sign an EO declaring that the country south of Canada is hereby renamed Baja Canada…'
