Ted Kluger on Saturday Apple video: What motivated Steve Jobs - 'Inspiring! It’s very cool that he shared so much of his personal journey with the world – to our benefit!'
on Premarket: Apple is green - 'That’s what I was thinking too. Although that’ll depend on when the options vest. I’m sure everyone’s pushing for the shortest vesting period possible. That said, I’m guessing he’s already a rich guy. I have to remind myself that most people aren’t like me and motivated more by working with the best people on interesting and challenging things, than jumping top whoever’s going to pay me the most. I also would never work for Sam Altman. Or any other snakeoil salesman.'
on Premarket: Apple is green - '” Paul Meade just made a horrendously bad decision, IMO.” I would tend to agree. My only reservation from agreeing 100% would center around guarantees that OpenAI IS going public in the very near future, and he’ll be able to cash out his signing stock options before the house of cards collapses.'
on Premarket: Apple is green - 'If nothing else, thanks for reminding us that Volume speaks almost as loudly as Price.'
on Premarket: Apple is green - 'Joseph, how do we have a Yo-Yo casino when Apple has taken out 37% of AAPL’s float over the past decade as you are so fond of pointing out? It’s not yet July, a so-called blackout month so Apple is still out there with the “possibility” of buying back shares what was yesterday a -13% discount from its all time intraday high set 18 days ago. Yet a several days before today you were speaking glowingly of AAPL clawing its way back up from $290 back over $300 and on its way back (eventually) to near All Time Highs of $315. I absolutely understand how you, I and a lot of AAPL longs felt when yesterday’s knee-jerk reaction to Apple’s price hikes on select iPads and Macs caused a significant drop ON PAPER (mine was a higher 6 figure) to our investments. Yet, like Robert has been saying, we’ve been here before, (twice, back in Dec. 2025 and April 30-May 4th), for some, it’s just a bump in the road, soon to be left behind in the rear view mirror. For others a (another) buying opportunity for our favorite company navigating its way through yet another unprecedented EXTERNAL event affecting its operations. Frankly, this isn’t like previous stock markets of the 90’s and 2000’s where AAPL was buffeted by huge swings, ITS WORSE!! Why? Because there’s trillions more dollars out there chasing every cent of profits, much faster, more sophisticated program, algorithmic, hell, even AI trading at even higher speed and magnitudes higher volumes than ever before. Rapid movement of stock market liquidity in and out, back and forth, sector to sector, stock to stock, and of course, the geopolitical uncertainty that underlies all of this – it’s mind blowing and frankly mind numbing. While we fret (a little) on daily market postings and some of the AAPL gyrations, we still have plenty to be thankful for from Apple, AAPL and its management threading through uncharted rapids and rocks. I for one am quite happy that yesterday’s irrational sell off of over $275 billion in market cap was reversed by 48% today meaning there was $132 billion net cap flowing back to the stock, telling me there’s investors like us who are logically thinking through Apple’s moves, deeming them necessary and correct, and knowing/feeling the future for Apple and AAPL is still upward. Yesterday’s drop volume was 107M shares, double normal volume. Today’s volume was over 260M shares(!!!) so large institutions must be piling back in because that’s about $72B worth of trading today. The market is what it is, a place where everyone is trying to make or save a buck, so there’s always the competing interests, actions, and motivations of everyone involved. I’d suggest just focusing on what you need to do to have Apple be your nest egg and retirement funding source. If you didn’t need to sell anything recently, then you’re not affected at all except psychologically, so time to go outside and enjoy the California weather.'
on Counterpoint: Customers pay more for book-type foldables - 'The hinge type. Imagine an actual clam shell vs. a book.'
on The price hikes have landed - 'Bart asked: “What foundry has the spare capacity and cost effective production to make them [memory chips]?” Maybe Intel? It would be a good time for them to enter this business if they had the capability to make them.'
on Apple's summer price hikes: What the analysts are saying - 'Joseph, you commented: Mr. Market is clearly not doing his homework. My take is that Mr. Market does a lot of homework, but it is usually the wrong homework, and that he hasn’t a clue about what is going on. That can be rewarding or frustrating. The fact that Apple goes down when it should go up is frustrating. However, Apple pays attention to its business, so its stock eventually goes up in spite of how confused Mr. Market is.'
on Apple's summer price hikes: What the analysts are saying - 'I upgraded my M3 MBP for an M5 MBP just before these increases knowing they were coming and because Apple gave me great trade in value. So glad I did!'
on Counterpoint: Apple to Hit Record Market Shares in 2026 - 'You forgot your /s, David…. Upvoted anyway!'
on Premarket: Apple is green - 'Yesterday’s overreaction IMO was just an excuse to help shorts cover: Short interest was (134.675) Million as of April 30, 2026. 2.931 Short interest was (138.782) Million as of May 15, 2026. 2.744 Short interest was (155.886) Million as of May 29, 2026. 3.384'
on Counterpoint: Customers pay more for book-type foldables - 'Journalists these days will go to such lengths to avoid any appearance of partisanship or brand loyalty. The facts reported in this story seem to support the more truthful angle that Apple’s anticipated entry into this market will be only viable one at the highest end of the “price bands.” It will create enormous new demand for a premium foldable. And it will also suck most of the preexisting revenue that now trickles into the pockets of Samsung and Samsung-wannabes. Apple is about to gobble up one of the few profitable safe harbors beleagered Android vendors have been able to hide in. But the story doesn’t actually say this (and in fairness it is only close to inevitable, not absolutely inevitable.) The “price tier” angle above reminds me a lot of how politics is covered in the Times these days. They cannot bring themselves to report that in our two party system, one of our great parties has completely jumped the shark. So we see coverage sort of like this (which, to be clear, I have completely made up): “Both parties are falling captive to their extremes – the right to insurrectionist cultists who want to invade american cities wearing balaclavas and packing AR-15s, and the left to the socialists who want Medicare-For-All and better bus service.” We live in strange times, my friends.'
on Apple's Industrial Design shakeup: Mark Gurman speaks (video) - 'Ben, I very much agree with Neal. In fact your comment was so well stated that I asked my wife to read it as well. 🙂'
on Premarket: Apple is green - 'Although yesterday was a painful day for shareholders, I commend Tim Cook and Apple’s executive team on the decision to raise prices to preserve margin and protect product quality.'
on Apple's summer price hikes: What the analysts are saying - 'These price increases are a bit annoying. Of course if you look long term the prices overall have not increased as much as inflation and if you include new functionality and capabilities arguably the bang for your buck has increased substantially over the years. Now will customers hold back on new purchases a bit longer because of the higher retail prices. Probably they will try to save a bit but likely they will end up buying what they need and want which presumably that is what they have been doing all along. If Apple was the only company needing to hike prices it would be a different situation. In the end I think Apple will not let this supply issue last forever but short term there is not an easy solution.'
