Michael Goldfeder on On Friday night, Apple lit up the sky above Hollywood with monster drones (video) - 'Why wasn’t Eddie invited? He portrayed a Monster of Sorts back in the day.'
on Premarket: Apple is red - 'Meanwhile, AAPL resists the floodwaters. The takeaway is obvious: Something about the tortoise and the hare….'
on Premarket: Apple is red - 'The Washington Post has a story today highlighting that it’s looking like all that investment in generative AI and AI infrastructure and the prior claims that AI underpinned a big chunk of economic growth in the USA now appears to be a sham, and that the grand total that AI investments contributed to the US economy in the last year was 0%. Gary Marcus has an article about this up now, and one of the consequences he points out is that the financial harm (read: market) and multiplicative economic harm caused by all the hyperbole and wishful thinking coming out of Sam Altman et al about the capacity and possibility of generative-AI that has been accepted and pushed by leaders in Washington as fact and the economic future could dwarf any benefits (which themselves are minimal). Good times. This may become something else that requires Americans to be distracted from, which may call for more things like international conflict and war.'
on At this point, war with Iran seems inevitable - 'The War Powers debate has a long history. This is by no means a new thing.'
on Mark Gurman: Deep Red is the new Cosmic Orange - '“Deep Red is the new Cosmic Orange“ This is what happens when someone wants to be the first person to use an over used new phrase. I agree that Orange has to run its course first, at least 6 months, or until the ‘next all-important China market (Chinese New Year).'
on Mark Gurman: Deep Red is the new Cosmic Orange - 'If Red is in the cards, I’d wait to introduce it when Orange starts to wane.'
on At this point, war with Iran seems inevitable - 'Without disagreeing, I note that Warren Buffett has pointed out that in times of war, the stock market often rises. Sigh.'
on Mark Gurman: Deep Red is the new Cosmic Orange - 'Still my beating heart! My first thought was that something happened to send Apple even lower! 🙁'
on At this point, war with Iran seems inevitable - 'We are now the bully. His farce of board of peace is really a money laundering for deplorable countries and he’s the godfather. It’s a crime syndicate. What happened to Trumps promise of 50% energy cost reduction in 12-months. He’s so full of shit, it boggles the mind.'
on At this point, war with Iran seems inevitable - '“My take: This still feels incredibly reckless and not well thought-out.” **And, unfortunately, all of us should be accustomed to that feeling, given what’s happened since 01/20/25.'
on Mark Gurman: Deep Red is the new Cosmic Orange - 'Lips like sugar. Sugar kisses. – Echo & The Bunnymen'
on Premarket: Apple is red - 'Closing in on 9am in New York index futures remain red on tariff news but have narrowed the overnight drop. Apple is down $1.80 ahead of the bell at $262.78. With lots of snow falling in the Big Apple let’s see if the white stuff cushions the fall in prices as today’s session begins…'
on Mark Gurman: Apple's got big plans for Visual Intelligence - 'Great example! Made me laugh out loud.'
on AI is getting a bad rep - 'More fodder, this time from Sam Altman… “Sam Altman would like to remind you that humans use a lot of energy, too” techcrunch.com/2026/02/21/sam-altman-would-like-remind-you-that-humans-use-a-lot-of-energy-too/'
