Robert Paul Leitao on Premarket: Apple was red, turned green - 'In late morning trading the major indexes are green. Target, which reported before the bell, is up $6.87 or 4.51% at $159.35 on better-than-expected results. The shares reached a new 52-week high of $161.65 in today’s trading. Apple is currently trading up $6.76 or 2.18% at $316.79.'
on Bloomberg: Apple won't be selling any 'PervertPods' - 'They will always be known as “PervertPods”. It’s easy to say, it’s catchy and it’s true.'
on Early Apple investor buys first Ferrari EV for $40 million - 'I would gladly sponsor his subscription…in exchange for a test drive of his new Ferrari!'
on Apple leaks a demo of AirPods with eyes (video) - 'Interesting. Would love an off-ear, high quality bone-conduction AirPods Pro or Beats Pro product, though.'
on Errol Brandt gives the AI boom two more years (video) - 'Every useful. Thanks. Only the Canal mania, which also had meteoric rise, failed to recover after 10 years.'
on Bloomberg: Apple's modest CapEx is dragging it down - 'As an explanation of purely short term moves of Apple’s stock, maybe this has some validity. It would have held up better if they explained the potential long term benefits of a more reasonable spender of capital. But this is Boobberg so I ascribe their motives as just looking for clicks invoking Apple’s name.'
on Early Apple investor buys first Ferrari EV for $40 million - 'Interesting read on him https://capitalblueprint.substack.com/p/decoding-herb-wertheims-dual-engine?r=8vsjjt&utm_campaign=post&utm_medium=web'
on Errol Brandt gives the AI boom two more years (video) - 'Oh and the peddlers of this story paint a United Federation of Planets narrative of the future when the more likely outcome is: AI + concentrated ownership → House Roy (Succession series family) Rather than: AI + broadly distributed prosperity + a culture organized around human flourishing → Federation'
on Early Apple investor buys first Ferrari EV for $40 million - 'Imagine the grand-kids… well, maybe great-grandkids… when he picks ’em up for a ride.'
on Early Apple investor buys first Ferrari EV for $40 million - 'I wonder what his actual financial investment was.'
on Rothschild's analyst justifies his $400 Apple target (video) - 'Most of the hyperscalers are also cloud computing companies. (Is there any exception? I hate to say ‘all’ without more research.) And that reminds me of the old saying, “When your only tool is a hammer, everything looks like a nail.” Large data centers is what they all know how to do!'
on Rothschild's analyst justifies his $400 Apple target (video) - 'Gregg hits on what, to my mind, is the biggest fallacy of the AI-driven datacenters built by the hyperscalers: they run totally against the Personal Era that has been driving society since the mid-70s. The direction of much of the tech industry (and consequently many other industries) has been from the authoritarian center to the distributed edges. Mainframe to Mini to Personal Computer to Smartphone. Centralized shopping malls are disappearing, as consumer spending moves to the distributed web. We have seen computation devices not only shrink but also bring more of our daily lives under our control. Mostly thanks to Apple. With Apple, I own my data, I secure my own data, and I decide who has access to it. Huge centralized datacenters run by a few mega-corporations try to reverse this. Only Apple is following the true, underlying economic drives of today’s world, fully moving AI to personal devices. Sure, datacenters will still be used (as are mainframes); Apple has many of its own. But I suspect that many of the current and planned ones from the hyperscalers will either never be built or be mostly empty. Apple Silicon (especially upcoming designs) will allow ML- and AI-driven processes, that the vast majority of people will use, to be done almost totally on the user’s devices, with little need to go outside for most purposes.'
on Rothschild's analyst justifies his $400 Apple target (video) - 'A macOS 27 beta, forum commenter’s observation: Turns out, macOS 27 also allows third-party apps to replace Siri’s model. In the video, Siri runs through OpenAI’s GPT-5.6 Terra model. With the new Inference Providing protocol, an app can replace Siri’s agentic planner with a third-party model. The external model receives Apple’s native Siri planner prompt and 20 tool definitions. It can make tool calls that perform system actions, and receive tool call results with personal data. Finally, it can return a response through Siri AI’s UI and voice, including interactive elements. https://forums.macrumors.com/threads/you-can-swap-siris-model-in-macos-27-heres-siri-ai-running-on-gpt-5-6.2487099/ “Will this ship in macOS 27? Only time will tell, but the building blocks are already there.”'
on Premarket: Apple is green - 'Apple is due for a bounce up, they have been pulling the beachball down for too long.'
