Recent Comments

  • Greg Lippert on Premarket: Apple is green - 'Insiders are making a killing. Unbridled corruption.'
  • Greg Lippert on Premarket: Apple is green - 'We also united the people of Iran against us. A new generation of US haters. They will rebuild and be a continued thorn. All we did is anger the hornets.'
  • David Emery on Premarket: Apple is green - 'Actually, we accomplished a lot in Iran. Their navy (except for speedboats) is sunk. Their missile forces are down somewhere between 50%-80%. Their military industrial capacity is severely degraded, again possibly 50%-75% (although I haven’t seen a lot of analysis of that, it’s hard to do that via open-source.) Their political and particularly military leadership has been mostly eliminated, and until today the remainder are in hiding. Their domestic security apparatus has taken a lot of hits (leadership, facilities.) All these are -military accomplishments-. But the political accomplishments, the ‘war objectives’ are less clear. Iran has not been actually -blocked- from re-establishing a nuclear or long range missile program. Iran’s ability to support its proxy forces is substantially degraded (and Israel has not “declared peace” against Hezbollah), but not eliminated. And most significantly, Iran still controls the Straits of Hormuz. What happens next is, of course, not clear at all. Negotiations between US & Iran will be very difficult. China (apparently pressured Iran over the Straights) is a major player in the resulting armistice/peace. Russia benefited financially from the war’s impact on oil prices, but if those come down, Russia will have opposite goals from China. The previous NATO alliance is broken, it’s not clear what comes next. But the one thing I will predict: There’ll be a new arms race as everyone rebuilds stocks of interceptors, and develop drones & counter-drones.'
  • David Wilson on Premarket: Apple is green - 'The stock pump is in full swing, giving cronies wild advantages that the rest of us don’t have. What a sham. It’s all a massive money grab.'
  • Robert Paul Leitao on Premarket: Apple is green - 'With less than 15 minutes until the opening bell Apple is trading up $5.60 at $259.10. This is $3.18 ahead of Friday’s closing price. Index futures are forecasting a very bullish open with Nasdaq Composite and Russell 2000 futures up 3.55%. VIX is at 20.25, down 21.47%. I’m looking forward to seeing this morning’s numbers!'
  • Greg Lippert on Premarket: Apple is green - 'Ha. Funny, not funny. But true in his deranged/dementia mind.'
  • Greg Lippert on Premarket: Apple is green - 'TACO strikes again. So what the F did we accomplish in Iran? The government is not going to change. The religious nut jobs are going to still be in control, and the brutal regime is going to continue killing their own people. Probably still working on nukes as well. Mission not accomplished. That’s a pedo hallmark. Not saying we should have bombed them to the Stone Ages (also appalling), but why did we engage at all? Now we lost American lives (with many in harm’s way), wasted billions, and enabled fuel and good prices across the board to skyrocket. Promises kept. SMH. P.S. You can bet his family and friends profited from these shenanigans.'
  • Steven Philips on Apple joins Project Glasswing's bug hunt - '@PED it may not have been a good idea, but like all things, if it was possible, someone was going to do it. I suspect “bad actors” were already using AI. So another necessary evil. AI proliferation is the new nuclear proliferation of the 1950’s. “Duck and Cover” with no place to hide.'
  • Steven Philips on Premarket: Apple is green - 'Trump didn’t chicken out, he “won”! /s/'
  • Gregg Thurman on Premarket: Apple is green - 'Something strange going on with AAPL. At 7.38 AM Eastern Nasdaq quotes for AAPL has flashed well over a dozen times in quick succession between $253.50 and $259.25. There were no intermediary trades. Just $253.50 and $259.25. Trade size while this was happening ran from ~950 shares to about 1,230 shares.'
  • Miguel Ancira on Premarket: Apple is green - 'good for you, Gregg … now if only our congress …'
  • Gregg Thurman on Apple joins Project Glasswing's bug hunt - 'Could bad actors use Mythos Preview to locate vulnerabilities, or is Anthropic precluding bad actors access to and use thereof? Could Apple use Mythos Preview to vet Apple Store apps?'
  • Gregg Thurman on Premarket: Apple is green - 'TACO Trump Always Chickens Out Or does he? How many times have we seen these wild moves in the market, with nearly all of them happening minutes or hours before Trump makes an unsettling remark? Thankfully, because I have so much headroom in my spread position, I could sit out yesterday’s selloff, and (if pre-market holds through today’s session) my Spread position will return to Monday’s value. I almost pulled the trigger yesterday to double up my July contracts. I mean, if Trump’s family can get rich off of his mouth, why shouldn’t I? I’m not a moralist, but I would have felt unclean had I done so.'
  • Robert Paul Leitao on Premarket: Apple is red - 'Broadcom rose $19.54 or 6.21% in today’s session to close at at $333.97 and is ahead overnight $11.83 or 3.54% at $345.80. The all-time high of $414.61 was set on December 10th. It’s been a challenging 2026 for the share price of this Apple supplier and custom chip maker.'
  • Robert Paul Leitao on Premarket: Apple is red - 'Although Apple is not an inexpensive stock, I was surprised by the magnitude of the pull down in the share price today. While I do expect Apple to deliver an attractive foldable iPhone model, in my view valuation gains will be delivered by the perceived value proposition of the products and that value proposition will be driven higher not so much by a foldable iPhone design and more by Apple’s ability to deliver on its AI promises presented 22 months ago at WWDC 2024. In tonight’s AH session the shares have regained almost of today’s loo. The shares are quoted AH at $258.77, up $5.27. The shares closed on Monday at $258.86.'
  • David Wilson on Premarket: Apple is red - 'I wonder how many people close to the top are aware of the approach of these flip-flops from the administration that so greatly affect stock price prices. Something smells really dirty.'
  • Greg Lippert on Premarket: Apple is red - 'TACO to the rescue. IMO it was pulling down the market.'
  • Daniel Epstein on Premarket: Apple is red - 'Just to let people know Trump has postponed bombing Iran’s bridges and power plants for two weeks tonight so Apple shares are up in the aftermarket as if today didn’t happen.'
  • David Emery on Premarket: Apple is red - 'Wake me when this ships with FDA approval…. Otherwise, it’s just vapor. The regulatory bar for anything that’s a medical device is high.'
  • Gregg Thurman on Premarket: Apple is red - '”If it needs to ramp up production again, though, the laptop’s margins will be squeezed. ”” I don’t know who Tim Culpan is, but it’s for sure he’s not familiar with Apple’s planning expertise. Apple would NOT launch a new product WITHOUT having secured production inventory for the first year. The delivery schedule may have been underestimated (greater than expected consumer demand), but ramp won’t take long and pricing for delivery exceeding initial orders are already baked into the production agreement. Neither is he particularly familiar with breakeven analysis, ie., “As unit sales grow beyond breakeven, net profit increases”. Greater than expected demand is the best possible problem a company may experience.'
  • John Konopka on Foldable iPhone rumor takes a bite out of Apple - 'Seems like over the years Nikkei consistently has negative stories about Apple.'
  • Bart Yee on Premarket: Apple is red - 'I’ll take a close of -$5.80, well off the low of the day of almost -$13.00. Considering this drop was all based on rumors, an AI patent issue in China, only one market, and general pessimism in the market because of the Iran war, this small drop will pass.'
  • Fred Stein on Foldable iPhone rumor takes a bite out of Apple - 'Who to believe? We’re in the blackout period pre earnings. We always get scary stories during this time.'
  • Hap Allen on Premarket: Apple is red - 'Something else weighing down the price? NYT: “Whoop, a Wearable Health Device Maker, Raises $575 Million” https://www.nytimes.com/2026/03/31/business/dealbook/whoop-raises-575-million-10-billion-valuation.html?unlocked_article_code=1.ZFA.oZQ_.-aa1B318KKVx&smid=url-share'
  • Neal Guttenberg on Foldable iPhone rumor takes a bite out of Apple - 'Rumor 1-Foldable iPhone exists Rumor 2-Foldable iPhone to be introduced this fall, but with no release date Rumor 3-Foldable iPhone, with no release date will be delayed Rumored to be Rumors Apple to charge more for foldable iPhone than the rumors predicted Add your next rumored rumor about the foldable iPhone here I guess that is why they call it a rumor mill'
  • Gregg Thurman on Foldable iPhone rumor takes a bite out of Apple - 'Before I began trading DEEP in the money Spreads a dip like this would ruin my day. Today? Not so much. After checking the Indexes and other equities I determined this was an Apple issue. Found the Reuters article, rolled over and went back to sleep. Nothing here except click bait. At nearly 3:00 PM Eastern volume is in line with past sessions. Christmas came early for buyers.'
  • Gregg Thurman on Foldable iPhone rumor takes a bite out of Apple - 'It ain’t real until Apple says so. Story sources are a big indicator as to its authenticity.'
  • Steven Philips on Foldable iPhone rumor takes a bite out of Apple - 'I’m getting seasick!'
  • Philip Elmer-DeWitt on Foldable iPhone rumor takes a bite out of Apple - 'From a note to Evercore clients that landed on my desktop Tuesday: “The Annual Nikkei iPhone Production Story – Foldable Phone Delays, We Think Unlikely” From our perspective, a delay to the new foldable model would be surprising given our recent conversations… We would also note that today’s Nikkei article is consistent with its annual cadence of publishing iPhone production reports, which have historically not always proven accurate. — Analyst Amit Daryanani'
  • Bart Yee on Foldable iPhone rumor takes a bite out of Apple - 'First, I don’t believe either of them but it’s plausible I guess. Second, despite Apple never having confirmed a foldable, and never giving ANY timetable IF and WHEN a product will be released, I really don’t care when it is introduced. What I DO CARE about is that Apple, as usual, does all it can to have ANY product it introduces to be as close to Apple’s expectations and design parameters as possible within the timeline it internally sets, not SOMEONE ELSE’S rumors or expectations. I have NO problem with Apple finding any issue which it feels it has to address to make a Foldable work the way they expect it to and that users will delight in and have confidence in. I suspect any issues now showing up have to do with hinge assembly, repeatability, and quality once assembled, rather than the specific design chosen. If they are using Samsung’s latest Apple spec’ed foldable display, I’d assume they have a good display to work with. Again, as usual, Apple will not release until they are satisfied it has reached an Apple level of build quality, reliability, and fit and finish. Doesn’t anyone remember Samsung’s initial Foldable’s problems with soft displays, people peeling off the display’s film protector and numerous and highly publicized display failures within the first 3 months? That set them back almost 6-12 months and damaged Samsung’s reputation because they brought forth a “not ready for prime time” product / concept that needed further refinement over years, not just months. Yes, the expectations for an Apple Foldable are significant, but not nearly as obsessively high as Apple own internal expectations. But, of course, Wall Street doesn’t give that leeway, and they overreact to anything, real or not. The silver lining to this is Apple just was gifted some more cheaper buyback shares.'