Jonny T on Apple at $341.07: A new record close - 'I would love to have a conversation with the people that made up that jury. But then I may lose all faith in humanity…'
on Apple at $341.07: A new record close - 'Just a heads-up: US jury says Apple owes record $5.7 billion in haptic technology patent case – Reuters (Apple Business News) “A US jury ruled that Apple (AAPL.O) owes San Diego-based Taction more than $5.7 billion for using its patented technology to power the haptic feedback in iPhones and Apple Watches. Apple said it would appeal the country’s largest such verdict to date. *The jury said on Friday that Apple’s Taptic Engine, which creates tapping vibrations, infringed two Taction patents *Apple’s Taptic Engine is fundamentally different from Taction’s technology, which Taction’s own testing of Apple’s products confirmed during trial,” Apple said in response *Apple does not use Taction’s technology, and we will appeal,” it added in a statement *We’re happy the jury found for Taction and vindicated its patent rights,” said Taction attorney Lance Yang. *Taction, which uses its technology in headphones and gaming headsets, filed the lawsuit in 2021 *Apple denied the allegations and said the patents were invalid *The US Court of Appeals for the Federal Circuit revived the case last year after a San Diego federal judge ruled in 2023 that Apple did not infringe the patents” Here we go again….'
on Apple at $341.07: A new record close - 'But, if we didn’t have a stupid war, Stupid in the White House, and an AI roll-out that was regulated (thus avoiding the RAM issue) imagine where Apple/APPL would be now. I am comparatively wealthy, (APPL has served me well in the last 26 years) yet I look at the current prices and they’re eye watering… Cost of living issues are very real to the average person (we here are generally not the norm), at some point that is going to bite.'
on Meet the market for Apple Intelligence - 'Gregg T. — Check out the NRP’s ‘Planet Money’ podcast episode ‘Middlegarchs Are The New Oligarchs’ (Sep 25, 2026) for a great dive into how this is so true. (Great podcast, BTW — 😉 )'
on Apple at $341.07: A new record close - 'Fixed. That’s what I get for trying to correct a headline on an iPhone from the table of a French restaurant. In France. '
on Meet the market for Apple Intelligence - 'It seems to me that if you have to “win users’ trust,” you’ve already lost it. And may never get it back?'
on Apple at $341.07: A new record close - '@PED: Just a correction. The all-time closing high yesterday was $341.07. Your headline reads $347.07. Of course, I’m looking forward to Apple’s share price reaching above and beyond $347.07 sometime soon.'
on Apple at $341.07: A new record close - 'Hi, Chris. Well, it would have if all the dates were consecutive. Lots of jumping around there…. Which is itself a very good point! A shorter option bet is riskier. Buy and hold is the epitome of a conservative investment bet….'
on Apple at $341.07: A new record close - 'I call it the Howard Cosell approach to reporting. Often on Monday Night Football, Howard would set up an extreme narrative — like the Eagles are going to crush the Cowboys. Then if it turned out that way or even if it was a close Eagles win, he’d take the credit for predicting it. And if the Cowboys did win, he could go on about what an amazing event it was, that it could not have been predicted. These sorts of narratives make it easy for even good, but lazy, reporters to fill their required media obligations. The financial arena is filled to the brim with poor, and lazy, reporters.'
on Apple at $341.07: A new record close - 'You don’t need to be a chart reader to see the Apple stock trend. This table has 30 AT closing highs in the last 54 trading days.'
on Premarket: Apple is green - '“ All you need to do is look at a five-year chart of AAPL…”. Upvoted! And if it still isn’t obvious, check out a ten-year and an all-years chart. BTW, I just came across this New Yorker article that makes a very good point about AI, and possibly a relevant one about ASI Artificial Super-Intelligence): apple.news/AXqLAWUaETkewzDgXAI-0SA “…the moment of invention is a mere prelude to the unglamorous saga of “diffusion”: how a new technology burrows into firms, municipalities, processes, and people.” Sounds an awful lot like Apple to me….'
on Apple at $341.07: A new record close - 'Yet the doom continues. Duo is to expensive. They can’t make enough to meet supply. 18 Pro sales are disappointing. There’s nothing compelling in the 18 worth buying. Apple continues to be sued for patent infringement. Regulatory risks, in EU, US and other jurisdictions, continues to grow. Ternus is too inexperienced to manage Apple. Yadda, yadda, yadda.'
on Premarket: Apple is green - 'It’s technical analysis. The planets weren’t in the proper alignment back in April.'
on Premarket: Apple is green - 'I saw this yesterday after the closing bell and I’m still scratching my head over this seemingly illogical concept. From Investor’s Business Daily: “ Apple Shares Nearing Breakout Apple stock sports a decent Accumulation/Distribution Rating of B+. That indicates institutional investors have been buying more of the stock over the past 13 weeks. Shares of Apple headed toward a sixth straight week of gains after basing for eight weeks to form the current cup pattern. The stock hit a high of 344.57 on July 29, which serves as the buy point. Days after that, the Big Cap 20 stock dropped over 7%, with investors disappointed by Apple’s revenue forecast and concerned about potential component constraints. But since then, shares have rallied back with gusto and decent volume. The stock eventually retook support at its 50-day moving average and is also back above its 21-day line.” Again, if these folks are so smart, why not buy the stock back in April at ~$250? AAPL shares have been headed toward a fifth straight month of gains since then. OK, the publication is looking at some technical data, but what’s to say after AAPL hits a new record and, spontaneously, one of the bottom-feeder ANALysts (you know who you are) decides to throw out another silly downgrade and a price target of $123.50. You’ll be looking at another 7% decline. All you need to do is look at a five-year chart of AAPL and see the trend line has been upward. Or, maybe check in with CNBC and follow their tarot card predictions.'
on Premarket: Apple is green - 'On buying Samsung appliances, I’m reminded of this scene from “Animal House” https://www.youtube.com/watch?v=MYQCb3qrBpo'
on Premarket: Apple is green - 'And more perils of AI infused home appliances, this time in S. Korea home market ‘I can’t believe it’s already broken’: Samsung customers are complaining to the company over spoiled food after an update bricked AI smart fridges Samsung customers flooded an online community with dozens of comments this week about issues they’ve experienced with certain models of their not-so-smart AI-powered smart refrigerators. “On Tuesday and Wednesday, Samsung Electronics’ online community forums were filled with dozens of posts from “Samsung Members” claiming their refrigerators became inoperative following a firmware update from the company’s smart home platform “SmartThings.” The customers reported that following the update, refrigerators went offline, with internal lights not turning on, and cooling and freezing mechanisms not working. ” ““Samsung told me to update, so I did, but it broke down,” one user wrote in a post translated from Korean to English. “The meat and everything else is about to spoil. Where can I get compensation for this, and when is the refrigerator going to be fixed? I bought this this spring, and I can’t believe it’s already broken.” The glitch is the latest example of consumers’ complicated relationship with smart home technology, which has correlated with growing anxiety over AI products more broadly, even as AI adoption continues to increase. A December 2025 survey of 5,000 U.S. homeowners by smart home security firm Vivant found that despite 85% of respondents own at least one smart home device. Still, unease about the category is apparent this year: Samsung’s decision to display ads on its smart fridges’ screens drew customer backlash earlier in 2026” Excerpt From “‘I can’t believe it’s already broken’: Samsung customers are complaining to the company over spoiled food after an update bricked AI smart fridges” Sasha Rogelberg FORTUNE https://apple.news/ALWHa9vwqRuaHd6K9rpqmwQ This material may be protected by copyright.'
on Premarket: Apple is green - 'Here’s a laugh for ya, but it underlies a crime wave stalking high value computing equipment. https://apple.news/A8U7LPnrHTOWyOXsV6EMqrg Thieves Stole ‘Nvidia’ Trailers. They Got 20 Tons of Sand They likely came for silicon—but left with silica.'
on Meet the market for Apple Intelligence - 'As long as you make a profit in one of those three years, you should OK. People can be bad business people, but not for long. That attitude bothers the heck out of me as the wealthy have access to legal shields, ostensibly open to everyone, but in reality only make sense to very high earners, cutting their tax obligations more than the average Joe makes annually.'
on Meet the market for Apple Intelligence - 'I assume a significant percentage will be by people writing off their hobby, for 3 years anyway. After that, the IRS may label your ‘business’ as a hobby, disallowing any write-off.'
on Trump, Xi, Huang, Cook - 'I find it interesting that no one ever mentions that Tim Cook speaks Mandarin.'
on Meet the market for Apple Intelligence - 'So as a sole trader, if I generate $60,000 per annum… Let’s assume $10,000 is burnt running the business. $50,000 profit which is what I take home before tax. Assume I’m single, renting, need to eat, cloth myself and wonder what happens if I get sick (If I live in the US). What’s left? Virtually nothing. WOrse if I have dependants. It is not enough revenue to justify buying hew hardware (phones, laptops, software), let alone AI capable Macs to run agentic applications. The premise of the article is that this cohort is some untapped market that will spur sales of agentic capable devices. I don’t buy it.'
on Premarket: Apple is green - 'Hi, John, correct on the ATCH! And as of 3:30 PM PDT, volume was an absurdly low 29.65 M trades. El stinko, especially, as you say, considering Max Pain sitting $341.07-$332.5 or $8.57 or 2.58% under the closing price. On Sept. 9th AAPL was down to $312. It’s up over 9% since that very recent and very stupid selloff…. Yes, if you sold at the high and bought at the low, you’d have made some scratch. Sounds easy on paper….'
on Meet the market for Apple Intelligence - 'It has been a “best” practice in software to sell expensive products and then to sell even more expensive consulting on how to use those products. And the real kicker is when there’s a limited market (example: government approved accounting packages for time-and-materials contracts. Either you bought one of the 1 or 2 approved packages, or you spent A LOT MORE TIME AND MONEY proving to the government auditors you weren’t defrauding the government.) I once interviewed with a company that had that model. They placed support people on-site, paid by the customer, ostensively to help the customer use the product. But it was made clear to me that I was expected to sell more company products and services. “If customer has a need, and there are two products, ours and another company’s, which would you recommend?” “I’d recommend whichever I thought was better for the customer.” “Wrong answer.”'
on Meet the market for Apple Intelligence - '” That’s an average of $60,000 each. That doesn’t leave a lot of room for shiny new kit from Apple.” I disagree. That small business may not have staff, but they have need. To satisfy that need they hire a lot of support services and could easily be spending $800/month, or more. That’s less than full time employee, but it’s also an ongoing, recurring expense. Apple Intelligence and enabled Apps on a MacBook could do more, especially with revenue and expense analysis, for less money. I remember my 27 person company buying a $40,000 multilayered accounting/management software package, then having to contract with the company we bought from for support. I forget how much that was, but it was over $12,000 per year, and still had to have BDO Seidman CPA/Consultant do our taxes (I had offices in 2 States, Mexico and China) and navigate US and multinational issues. After COGS, Accounting and consultants were my biggest expense line items. The agonizing thing about growing to that size is that my personal earnings did not match the company’s growth rate. I had more free time for my family and enjoyed it more before the business started growing.'
on Premarket: Apple is green - 'Yes, it’s a new closing ATH today. If my memory serves me correctly, I believe AAPL was also achieving (or at least flirting!) with ATHs the last time PED went off to explore the world. Maybe we should all encourage him to travel more often! 😉'
on Premarket: Apple is green - 'John: I believe today’s closing price eclipses the previous all-time closing high of $339.79 set on July 29th and, of course, Tuesday’s closing price of $339.75 thus setting a new all-time closing high today. Congratulations to the longs!!!'
on Premarket: Apple is green - 'Looks like Apple closed at $341.07, is that a new closing high? Low volume of less than 30M. This in spite of Max Pain.'
on Premarket: Apple is green - 'Looking at the numbers, Microsoft’s all-time high of $553.72 was set on October 28th. The company set the current all-time closing high of $542.07 the same day. The shares closed one year ago today at $507.03.'


