Gregg Thurman on Apple at $308.82: Third record high in a row - '”I’m expecting AAPL to close over $310 next week” I wouldn’t object, but what you are saying is that, at that level, investors see AAPL printing $387 within a year (25% ROI). Using the same theory Ives’ $400 target comes into view with a present print of $320. This is why I believe Ives” target is very reasonable. On the question about when AAPL will split my response would be at about $450, and unlike my previous guess of 2:1, I think it will be a 3:1. On another note I’ve been seeing little changes in search results lately. On of those is a small print alert stating stating: “This search was made with SIRI.”'
on Apple at $308.82: Third record high in a row - 'I don’t believe any of this matters pending the WWDC keynote. IF Apple delivers on AI in just a few weeks and impresses stakeholders around the world, today’s new all-time highs will quickly vanish into the proverbial rearview mirror.'
on Premarket: Apple is green - 'I don’t disagree with anything you said, really, but I would challenge you to dismiss the current Nvidia p/e, as it’s a lagging indicator. Nvidia is expected, as a midpoint, to earn ~$10 in eps over the next 12 months. My guess is it will be closer to $11 … but let’s use $10. Slap on a 30 p/e at some point over the next 12-ish month and you have a $300 print. If they get to $11, you’re probably looking at $330-ish. To me, this thing is cheap NOW.'
on Saturday Apple video: Counselor (Get a Mac 2006) - 'Inch by inch Row by row Gonna make this garden grow mu$ic to my ear$'
on Saturday Apple video: Counselor (Get a Mac 2006) - 'From AppleInsider: For six months, Jobs personally reviewed and brutally rejected dozens of ideas every week until the agency cracked the “Mac vs. PC” concept. Even during filming, Jobs micro-managed details down to the lighting reflections on the screen.'
on Saturday Apple video: Counselor (Get a Mac 2006) - 'It was! That’s why I really hate seeing these two actors in that really badly done copycat commercial for some weight loss drug. It’s awful.'
on Premarket: Apple is green - 'Finally, I’d once again remind folks that Apple has spent something like $800+ B on buybacks and has a very low average share repurchase price, where I believe NVDA has yet to pass the $150 B buyback level and is therefore just beginning its journey of de-diluting it’s stock float. Yes, it may get where Apple is more quickly, but how much will it have to spend to decrease its float as much as Apple already has? My guess; plenty! And at some point, if Apple truly is diverting its cash flow to some other use, that “better investment oppoortunity” will itself start to increase the cash flow even more, and Apple can then easily once again convert back to buybacks. To the benefit of the stalwart long term investment contingent and their loved ones.'
on Saturday Apple video: Counselor (Get a Mac 2006) - '20 years later, and those ads are still really…relevant.'
on Saturday Apple video: Counselor (Get a Mac 2006) - '20 years later, and those ads are still really funny!'
on Saturday Apple video: Counselor (Get a Mac 2006) - 'I just saw that Lenovo had some very good earnings this past week in their quarterly report. That bodes for Apple as the “Neo” is still in high demand and apparently the current demand and supply imbalance will still take several months to get caught up. Great news for the long term farmers.'
on Apple at $308.82: Third record high in a row - 'Great end to the week. Everyone have a nice weekend. Onward.'
on Premarket: Apple is green - '“Lower oil prices… in the short term…”??? I don’t know what Kathleen Brooks is smoking, but among many, many others, JP Morgan predicted last week that oil was going to remain above US$100/bbl for at least the remainder of 2026. And EU officials expect the price of oil to remain high because of Trump’s attacks on Iran until at least the end of 2027. The opening of the Strait of Hormuz this afternoon still wouldn’t affect the price of oil for a long time, due to all the damage to production facilities in the Middle East. Any discussion that doesn’t acknowledge that is one that is not based in reality.'
on Premarket: Apple is green - 'Dan, A larger installed base could be part of the long term strategy. Not only does that improve hardware revenues, but it also may lead to a much larger growth number in services. Interesting times. I don’t think the present administration will mind if Apple significantly increases its share. But a different administration might. It is one of the things we will have to wait and see.'
on Premarket: Apple is green - 'Dan: I hope that’s true! Otherwise, a nearly $200 price cut on the popular 15″ MBA would of course only exacerbate any memory chip shortage Apple may – or perhaps may not – have. I’m sure they know what they’re doing – I do like your idea of a further “land grab,” as they’re already grabbing land with the Neo. I’m just trying to reconcile that with comments made during the last earnings call that they were “supply-constrained.”'
