Fred Stein on Apple silicon is actually getting made in the US. Watch! - 'From the Zombies, ‘Time of the season’ lyrics Who’s your daddy? (Who’s your daddy?) (He rich?) Is he rich like me? Has he taken (has he taken) Any time (any time) (To show) To show you what you need to live?'
on Apple silicon is actually getting made in the US. Watch! - 'It’s pretty amazing how basically Apple’s demand and promise to purchase output has initiated what will probably become among the most important global centres of excellence for the research and production of chips and associated technologies, in Sherman, Texas, and Phoenix, Arizona. Fast-forward a couple of decades, and the scientific, technological, financial and economic spin-offs will probably be mind-boggling.'
on Counterpoint: Apple's iPhone had a bang-up quarter - '“proprietary internal numbers” – obtained via rectal sampling, no doubt!'
on Apple silicon is actually getting made in the US. Watch! - 'It looks like Houston may be the nexus for a lot of US assembly. It has a dedicated bare silicon wafer supplier in Texas. It is having chips made at 22 different US faciities. Its server assembly in Houston is ahead of schedule and will be assembling Mac minis soon. https://www.apple.com/newsroom/2026/02/apple-accelerates-us-manufacturing-with-mac-mini-production/'
on Premarket: Apple is green - 'The 5 year worm appears to finally be turning for Apple’s valuation. Only the 3 month chart is still in the red (-1.74%). Folks that “locked in” profit are now buying back in, while the braver souls who never sold are taking a victory lap.'
on Counterpoint: Apple's iPhone had a bang-up quarter - 'Hi Bill, Counterpoint like many other research companies, doesn’t always publish their proprietary internal numbers, only low precision percentages. The 14% could represent 13.5 to 14.4% and still be correctly rounded. Same for the growth reported. If the 4% growth YoY for the overall market is between 3.5 to 4.4%, same with Apple’s market share numbers. The calculation could easily be: .251 / .230 =1.091 x 1.042 = 1.137 or rounded up to 14% growth.'
on Apple Mac minis in Texas - 'I saw a Reuters report that “Apple shareholders reject shareholder proposal asking for report on China entanglements”. I don’t know if that is playing into today’s bump. It certainly would save Apple from “a lot of ‘splainin’ to do”.'
on Counterpoint: Apple's iPhone had a bang-up quarter - 'A couple of thoughts here. The first thing that hit me is that we will probably get a story from Gurman that is negative about Apple to try to bring it down so he can brag about how he moves markets again. The second thing I thought of was that we are probably seeing the benefits of the larger installed base despite the lengthening replacement cycles of the past few years. And with many people buying into the Apple ecosystem with used phones, maybe when they upgrade they upgrade to a new premium phone. This whole phenomenon may be something that can last a couple of years. I think this is also, at least somewhat, related to Apple holding the line on pricing. In this time of rising prices everywhere else, Apple being able to hold the line on prices, I think, has helped it. This is all without the benefit of a foldable phone. I still have my doubts(and I am probably wrong) but it may be very helpful for revenues if Apple does eventually release a foldable phone. If the AVP and associated services can take off in the next year, it will bring a new avenue of growth to Apple and bring another enticement to join the Apple ecosystem. If this does take off for Apple, I think we will see another revision upward of the yearly price targets.'
on Here's the essay that crashed AI stocks Monday - 'Maybe the circular funding in AI will just short-circuit the whole thing 😉'
on Here's the essay that crashed AI stocks Monday - 'Yes there will be people who need to cook, pack, etc but the tentpole of the essay is the displaced people will be white collar workers making good income that drive the economy (spend $$$). That starts a spiral as those jobs are gone and they flood lower paying jobs increasing supply and lowering wages. A race to the bottom.'
on Apple Mac minis in Texas - 'Apple popping against the tide a bit as well again today… This is a big deal since it is both an Apple priority and an American priority. I would expect Trump to milk it tonight.'
on Here's the essay that crashed AI stocks Monday - 'Poor choice on using DoorDash as an example there, Ben. DoorDash exists by, on one side exploiting poor workers and not paying them a living wage, and on the other side exploiting restaurants who have to pay for leases, waiters and front end fixtures and locations that remain empty. IMO, the likes of DoorDash and other similar services create negative value and are not a long term viable business model. Just like the hypothetical thought exercise in AI that Ben chose to criticize – at least not without the countervailing forces that Les highlighted above.'
on Here's the essay that crashed AI stocks Monday - 'To me, the good news is that social media, like say Facebook or Threads or that cesspool X are equally at risk of being disrupted as is SaaS.. No wonder Zuck is worried. Karma is tough. But, yeah, this could easily go the other way.'
