Bill Donahue on M.G. Siegler: Apple wins - 'The funniest part of this is that AI is in absolutely no way new. So really what we’re calling early adopters is just the front edge of mass adoption of consumer-grade products. It’s like calling the first people who bought PCs “early adopters” or even “innovators” in computing.'
on Hands on with Siri AI (videos) - 'AAPL has recovered ~$9.00 since Monday.Close (average $3.xx per day). With 26 sessions remaining until July expiry all I require to achieve max value on my $305/$310 Call Spreads is ~55 cents per day. With July earnings around the corner from options expiry, I’m expecting an earnings run up to put me over the top. Fingers crossed.'
on Hands on with Siri AI (videos) - 'Romeo Esparrago said: “could be the reason AAPL has recovered to 315+.” **Not $315+ yet…but soon! 🙂'
on Hands on with Siri AI (videos) - 'Yes! Assuming the realization of how Apple Intelligence will really pay off as honest reviewers see it now and then actual users (including normal ones LOL) will discover when it rolls out post-Developers period could be the reason AAPL has recovered to 315+. Up up & away, my beautiful balloon, so we can fly into the Fifth Dimension!'
on Premarket: Apple is green - 'Well, after closing at the dip low of $290.55 onJune 9th, pretty much $25 down from the closing high of $315.20 on June 2, AAPL has recovered $5, 1/5th or 20% of the way back over the past 2 days to close at $295.63. Volume was a decent 40.5M shares, representing ~$11.87B worth of share trading hands. TTM PE is 35.4, FPE is 30.7, which is still quite reasonable IMO. As more reports of hands on experience with Siri AI and Apple Intelligence filter in, there will be some rethinking about where Apple and AAPL are headed. Any continued strength in iPhone and Mac sales should inspire monetary confidence for earnings.'
on Hands on with Siri AI (videos) - 'This is going to be HUGE! Only Siri will have direct access to the user’s private info and from the “real world” demos we saw above, it looks like Siri is seamlessly cross-referencing across apps and providing accurate results. Plus the UI/UX looks very Apple-like. For normal users — which is most of them — there will be no need for any other AI app. OpenAI and Anthropic must be getting a little nervous.'
on Premarket: Apple is green - 'It’s a great way to make a living 🙂 And how its easier to make money when you have money.'
on The iPhones of March: Top sellers in 7 of 8 countries - 'Germany appreciates quality construction.'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'Brent – thanks for that link!'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'Another good video from Nate B Jones. A “busy” video, but I think he distills Apple’s plan/opportunity well. AI is the device in your hand, not a chatbot in the cloud. At the 9:40 minute mark of the video covers moving inference to the device from the cloud. https://youtu.be/t7L6-fMpxFc?si=t7Ph7TEFPzWfVekj'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'You know, Fred, trustable AI could really be useful. For example, I just posted a bit on another thread, but made a slight mistake because of a glitch in mentally converting from percentage increase to X times increase. AND I could only extrapolate off a small set. But doing a large extrapolation and conversion plus laying it all out in a list would be duck soup for AI, with far less of a chance of error. It’s like the differences between long-hand calculations, slide-rule calculations, and calculator calculations: AI is going to “disappear” everything except the answer you wanted – IF it can be trusted! That’s why it needs to be able to also show its work, but also not tread on your privacy. And Apple has just clearly demonstrated that they have the inside track both on privacy and jumping relatively quickly to the answer you’re looking for. And I’ll bet that, if asked to, “Apple I” (Apple Eye?) can also show you how it got there.'
on Premarket: Apple is green - 'Selling insurance to pessimists, I love it. Getting paid with the “risk” that I may be forced to buy more AAPL at $170! Yes please!'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'Great insights on what consumers pay for, but how does this apple to Apple, especially iPhone? And more so with AI? People buy iPhones for ALL the work they do. These jobs to be done vary widely amongst consumers. Because Apple, and it’s 3rd party Apps, do so many jobs, it doesn’t matter which ones make money for Apple or third parties. What matters is that the number of consumers buying into the Apple ecosystem keeps going up and the ARPU keeps going up? They spend more because Apple devices keep increasing the jobs that can be done. And yes, entertainment is a job of sorts. Still it is a long long road. Some family members still don’t now how to add a contact that I send via iMessage.'
on Premarket: Apple is green - 'Approaching the noon hour in New York and Apple is now up $1.10 at $292.68. The major indexes remain in the green with the Russell 2000 small cap index up 1.55% followed by the DJIA which is up 0.51%. On the S&P 500 over 63% of components are in the green in morning trading…'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'I guess I have to agree…'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'The two Bens are over-generalizing. People differ. And there are many things we need that it is very tedious to shop for. I do not enjoy shopping for insurance, for airline tickets, for household cleaning products, for pharmacy items. I will always want to choose my hotel the old-fashioned way. But I love the idea of having AI Siri provide me with a list of good candidates meeting my criteria regarding price, location, etc. So it depends!'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'Steve Eisman’s Playbook costs $99 annually, which I also subscribe to. I think 3.0 is reasonably priced, based on the strength of the forum, though I’m sure curation involves sweat equity that may not be adequately priced, on top of expenses for hosting the site and posting excerpts from other paywall sources that help us stay informed on all things Apple. Subscriber content is all the rage these days, and I don’t know if the information being peddled is overvalued, but if you’re a retail investor or consumer, versus an industry insider, then a Ben Bajarin price makes no sense.'
on Apple's WWDC26: Consumers don't care about agents, the two Bens agree - 'Great post, BT gets it. “Retail Therapy” is a real thing 🙂 KK'
