Gregg Thurman on Why Apple's robot arm has been delayed and delayed - '”Much of the hardware needed for the robot has been finished” “Much?” Then neither the hardware, nor the software, are complete on this vaporware piece of crap rumor. And they want $750/year for this tripe. Why should I pay that when I can the same stuff from Gurman for free?'
on Why Apple's robot arm has been delayed and delayed - 'Also — odd that they didn’t design the HomeView with an all-degrees swiveling screen, as in the graphic on this post.'
on Premarket: Apple is red - 'For my wife and I, approximately 56% of the AAPL shares in our 100% AAPL portfolio are in our IRAs, while the remainder of the AAPL shares are in our trust accounts. We have our IRA accounts set to auto-reinvest the quarterly AAPL dividends to buy new AAPL shares and have done so for the past 14 years. The average cost basis of those new AAPL shares is $59.18/share. The most recent auto-reinvest was on 08/12/26 and the AAPL purchase price was $316.48/share. At the moment, less than 4 hours prior to Apple earnings today, AAPL is down around $337/share, only about $22 higher than on 08/12/26. If my wife and I didn’t believe Apple will continue to be a great investment, we would have sold our AAPL shares long ago. Meanwhile, if the stock speculators force the AAPL share price down before and after earnings so when November AAPL dividends are paid, and we end up buying additional AAPL shares closer to the price we paid in August, I’ll have to feel, as a long-term AAPL investor that, just like Br’er Rabbit, I’m being thrown into the briar patch. 🙂'
on Premarket: Apple is red - 'At Bill, might reconsider iPhone 18 Pro, incredible build, dou, not so much, too many early neg reports. My 2 cents.'
on Apple Earnings Smackdown: Final estimates Q4 2026 - 'Very helpful, Brian, thanks! Don’t think Luca or Tim will be on the call, though!'
on Premarket: Apple is red - 'For some reason oil prices dropped 7 – 10%. Looks like the fighting is still going on and there is threat of escalation in the next few days. Maybe some rich guys gamed the system to goose stocks for Election Day? I read about this recently. They place a few large trades at night when trading volumes are low. This bumps the market and the bots will follow, for a while. What a world. Oilprice dot com'
on Premarket: Apple is red - 'A field observation from NorthPark Mall in Dallas. I checked my iPhone Duo delivery date in the Apple Store app this morning. It still shows January 25. Frustrated by this, I went to my favorite local Apple Store this morning to hold a Duo in my hot little hands. Arrived there about 10:15 AM. I confirmed its quality feel, mechanical function, and overall gorgeousness. Decided I want a black one. But, no Duos were available for sale. A store employee told me they receive “a few” new Duos most every day, but they sell them out within minutes of opening. Duo demand is probably immaterial for the quarter just ended, but can only be good news for the current and subsequent quarters.'
on Why Apple's robot arm has been delayed and delayed - 'But part of the engineering for that would be making sure the assembly (screen, arm, base) can handle being “poked” without falling over, etc.'
on What Steve Jobs said about touchscreens on Macs (video) - 'Hmm. It should be possible to do this with just a camera that is suspended over your keyboard and mouse and pointed down, and a long flatscreen monitor mounted just below a regular desktop monitor…. Should be pretty inexpensive, too….'
on Apple Earnings Smackdown: Final estimates Q4 2026 - 'Brian, The gross margins guidance will be interesting. We have higher prices but we have higher component costs as well as the introduction of several new products which can affect margins. It may also come down to how well the Services sector grows because of the higher margins associated with it. I am thinking revenue guidance will be more important. If revenues grow enough, then margins could take a back seat somewhat. I probably will be out and about today(just want to sit at home for Election Day tomorrow after early voting a couple of weeks ago) so I probably won’t get to hear the CC at first. I will probably check in on the after hours price to see how the market is reacting to the CC which will tell me how soon after I get home that I will get on the computer and check things out a bit. I might need to sit and meditate a while before I check things out(I hope not)'
on Premarket: Apple is red - 'Apple needs flawless results, and yet all the world is crowing about how successful Anthropic and its IPO and stock are going to be. Record earnings that aren’t a big enough beat – even by a penny – will be viewed as a catastrophe, is my bet. Meanwhile, Anthropic’s financials for the last quarter: $17B revenue; $17.3B operating costs; $23.3B net loss; and no possible way to pay for $70B in contracted spending commitments through Sept. 2027, $448B by the end of 2030, and another $450B after that. If that’s what the financial results look like for the “leading” AI company that we’re all supposed to be slobbering about investing in, then I have no idea what “flawless” results are supposed to look like for Apple.'
on Apple's John Ternus: The Wired interview - 'David – Not sure why you are offended by Steve Jobs’ vision of the integration of liberal arts and technology. Apple is an engineering company—and a spectacular engineering company. But what has always distinguished Apple from Microsoft is that Apple is more than an engineering company. It has a humanistic soul. This is not an insult to engineers. It’s just saying that engineering with no soul is not Apple.'
on Handicapping Apple's fiscal Q4 2026 earnings - 'Phil, where’s the Wearables segment in the table above?'
