John Konopka on Apple 2027 price target contest: No more bets - 'Daniel Looks like it closed at $255.63 today. Woohoo! Missed it by 63 cents. I wish I was always this good at picking stock prices. My reasoning last year was simple. P/E was in the mid 30s so I didn’t expect that to change much. Then I calculated a roughly 20% gain for a combination of revenue growth and buybacks.'
on Apple 2027 price target contest: No more bets - 'Is it the closing price from yesterday or the closing price from today? Philip has it written like it is the end of trading today on April 1. For what it is worth. John Konopka and I would be this year’s contestant to tie if the price with 10 minutes to go is accurate on CNBC!'
on Premarket: Apple is green - 'A half-hour out from today’s close and Apple supplier Corning is up bigly on the day. The shares are trading up $6.48 at $142.45. Among the other enterprises deep in the green on this first day of April, several major defense contractors are moving higher. Huntington Ingalls, for example, is up $13.52 at $393.42. Apple is now up $1.77 at $255.56.'
on Five motherboards for Apple's 50th (video) - 'I view the Ti as the ancestor to the current unibody laptops. the sleek profile, metallic color, and overall look live on today. The little door on the back was also cool.'
on Paul McCartney at Apple's 50th (video mix) - 'Trust me as someone who performs regularly on stage, singing and age take a toll on your voice. My lead singer (at 58) can no longer do some of the songs (like Shook Me All Night Long) that he used be able to do no sweat. Paul McCartney, vocal quality withstanding, is a treasure.'
on Paul McCartney at Apple's 50th (video mix) - 'Nice to see one of the Founders of Apple Corps (supposedly the one who came up with the name) celebrating the 50th of Apple’s founding. So glad they settled their differences with Apple also since there were some legal wrangling over the name wrt music.'
on Paul McCartney at Apple's 50th (video mix) - 'Paul hasn’t been doing his voice exercises. Still I would’ve wanted to be there. The iPhone recording didn’t help.'
on Five motherboards for Apple's 50th (video) - 'I guess I should acknowledge that the Ti PB -motherboard- didn’t really set any new features/capabilities. Rather, it was the packaging and the system-as-a-whole that made that machine my all-time favorite.'
on Paul McCartney at Apple's 50th (video mix) - 'Don’t be a carmudgeon Philip :), He’s old. But he’s Sir Paul. Live on the Rainbow stage at Apple Park. That’s a special moment and I wished I was there!'
on A particularly clueless 'Apple at 50' article - 'Because, as we all know, it’s whether or not a company’s leadership can clearly say where the company and its business will be several decades from now that dictates whether it’s a good investment today. Clearly Angela is not a technical trader. I’m picturing her sitting on 100% cash, until even just one company satisfies here demand.'
on Benedict Evans on Apple AI - 'I thought Apple was implementing its AI strategy a bit at a time. The main part of it that everyone was waiting for, the Siri update, was delayed. It was delayed because it was difficult to do it on device with privacy precautions in place. They must have had a good feeling about being able to release a Siri update if they announced it at WWDC, otherwise, we wouldn’t have seen it. Somewhere along the line they couldn’t deliver the experience they wanted and so therefore the delay. It will be interesting to see if Apple can move away from Google AI and can do something on their own and what that timeline would look like. I think that is part of the strategy going forward. We will probably have a choice as to which AI to use at first if Apple does come up with their own solution, especially if Apple’s solution needs some tweaking.'
on A particularly clueless 'Apple at 50' article - 'I have noticed North American’s occasionally getting ‘then’ and ‘than’ mixed up despite being very different words. Apparently in some regions there is a vowel shift when spoken. It’s so pronounced that I suspect that it is influencing what is written. Perhaps that’s happening here with ‘dominant’/‘dominate’??'
on Apple 2027 price target contest: No more bets - 'Happy Birthday to You. Happy Birthday to You. Happy Birthday dear Apple! Happy Birthday to You. 🙂 (And MANY happy returns! 🙂 🙂 )'
on A particularly clueless 'Apple at 50' article - 'It’s dominant not dominate. One is an adjective, the other, a verb. Is literacy required for Barron’s writers?'
on As our 2027 price target contest ends, here's where the pros stand for 2026 - 'That would be Mr Unmentionable.'
