Ben Gepp on Apple accused of aiding Israeli attacks on Lebanon - 'I think it depends on your perspective. I’m not sure Israel holds the moral compass here. (Hypocrisy leaves a bad taste in my mouth). There is no way Apple would contribute to any event that is anti-humanitarian.'
on Someone (or some bot) made a big bet that Apple will fall to $220 by Friday - 'Hi Steven. Your memory made me question my own, so I went back to ChatGPT and asked “Why did Japan bomb Pearl Harbor?” It listed five reasons. Here’s number 2, verbatim: “The United States opposed Japan’s expansion [in Asia] and responded with sanctions, including a critical oil embargo in 1941. Since Japan imported 80% of its oil, this posed an existential threat to its military and economy.”'
on Apple accused of aiding Israeli attacks on Lebanon - 'Rodney Avilla said: “So helping Israel fight terrorists is a bad thing?” **Based on recent events, Rodney, I personally don’t believe “helping Israel fight terrorists” should be used as a justification for *anything*.'
on Apple accused of aiding Israeli attacks on Lebanon - 'So helping Israel fight terrorists is a bad thing?'
on CNBC's Joe Kernen puts his MAGA bias on display (video) - 'Allowing news for profit was one of the worst decisions this country has ever made.'
on Mark Gurman: Apple glasses to ship in early 2027 - 'Apple branded “Smart Glasses” are never going to happen.'
on Apple's accidental AI moat - 'Privacy and security matter. I believe Most of my friends and family use iPhones for that very reason. I would say it is one of the things that makes iPhone users loyal. That is certainly true for me,'
on Mark Gurman: Apple glasses to ship in early 2027 - '“capturing photos and videos, syncing with a smartphone for editing and sharing, handling phone calls, listening to notifications, playing music, and enabling hands-free interaction via a voice assistant” What am I missing? Because I already have something that does all of those things: my iPhone. [Other of course than the need to sync with my iPhone.] Given the frequency with which I break or lose reading glasses and sunglasses, and the fact that I have absolutely no interest in a glasses version of a heads-up computer display, “smart” glasses seem like a solution to a problem I don’t have. And one that comes with all kinds of new problems I don’t want.'
on Microsoft, start your engines - 'The one comment on Sinofsky’s article is that, by the time Windows 7 was in development, Microsoft should have fully understood the “technical debt” in the Windows codebase, particularly the cybersecurity liability. That should have pushed Microsoft into a “start over” mindset, something we know Apple has done with operating systems and several times with computer architecture.'
on CNBC's Joe Kernen puts his MAGA bias on display (video) - 'I, for one, welcome ALL articles and viewpoints that Philip puts up here. I don’t think Apple investors can afford to bury their heads in the sand like an ostrich. Not in today’s world.'
on CNBC's Joe Kernen puts his MAGA bias on display (video) - 'While I don’t agree with all of Tim’s points about the site etc I do sympathize with many. Of course it is good to hear the bad news about many issues so I can’t fault Philip for all of his choices about what is put on the site. But I do think he often writes headlines which give too much substance to the underlying story and its importance to Apple. (see the story about “Apple accused of aiding Israel attacks on Lebanon” as an example) As for CNBC I have to say it is not just Joe Kernan whose personal bias is on display. Many of the other correspondents are showing similar behavior but not as obnoxious or obvious as Joe. I have tried to watch other business networks over the years and it is hard to choose between them for various reasons. I do often turn off the sound for a while when the guest or host drop any pretense of political or economic fairness in the discussion. It is a flawed system that makes one rely on such a biased presentation to get information. But I blame the owners of the network more than anyone.'
on CNBC's Joe Kernen puts his MAGA bias on display (video) - 'I stopped watching CNBC years ago. Kernan has always been a hack. I am dismayed that not a small amount of content on this site originates from CNBC and Gurman. I agree that it is important to be aware of what is being touted as news ( very little of it is news). We are all under the sway of chemical feedbacks and behavioral heuristics. This crap feeds into that loop. It does not improve the long term outcome of this investment. This site could be reduced to two to four concise paragraphs most days. PED curates this site. He knows how to ramp engagement with the content that he re-posts. What percent of that content provides more focus to the issue of Apple as a long term investment? What percent is simply poking the bear? We pay to play, but most days are not worth the time allotted to the content. That is certainly true of content attributed to Joe Kernan.'
on CNBC's Joe Kernen puts his MAGA bias on display (video) - '14 minutes of my life I’ll never get back'
on CNBC's Joe Kernen puts his MAGA bias on display (video) - 'It’s a great segment for television, which is probably why they invited Pete in the first place: they knew it would generate clicks. I stopped watching a couple minutes in, as I could feel the air getting thicker.'
on Someone (or some bot) made a big bet that Apple will fall to $220 by Friday - 'I think (IIRC) that it was steel supplies. But that’s just a very vague memory.'
on CNBC's Joe Kernen puts his MAGA bias on display (video) - 'Liked it better when 3.0 was a politics free zone. I know, nearly impossible in today’s polarized society and with the increased involvement of the government in Apple’s business over the past 16 years be it anti-trust, tariffs, privacy, or other subjects. Nonetheless, this post just adds fuel to the fire.'
on Apple accused of aiding Israeli attacks on Lebanon - 'Why would you trust any mapping software over the latest satellite photos of the region when planning any military actions?'
on CNBC's Joe Kernen puts his MAGA bias on display (video) - 'he is such a tool, so unlikeable, and so unable to get his point across without bias … it is incredible to see he is still on the air'
on Apple accused of aiding Israeli attacks on Lebanon - 'Anti-Apple folks never miss a chance to throw mud, hoping it will stick, and nothing is beneath them. Glad to see Apple being proactive in denying this toxic crap.'
