Recent Comments

  • Fred Stein on Samsung may be losing money on every Galaxy Z TriFold it sells - 'upvote, adding: The older foldables were not water and dust proof and were not durable. I’m surprised they can be sold at all.'
  • Digant Jariwala on Goldman Sachs unloads the Apple Card at a discount (updated) - 'Per reports, it’s still using Mastercard payment network.'
  • David Emery on Dell gets points for its nearly AI-free briefing at CES - 'Well, for most people “AI” is LLM and they get that through a web browser or maybe an app. So far there’s nothing on the device (laptop or phone) that makes “AI” a significant DEVICE feature. It’s kinda like benchmark numbers. A few people care, but most people just want to get work done without noticing any delay.'
  • David Emery on Samsung may be losing money on every Galaxy Z TriFold it sells - 'For the last 2 weeks, Woot has been offering (original) Goole Fold for $519. Usually stuff sells out on Woot pretty quickly. Seems that after the first day sales, no one wants one of these even at that low price. https://electronics.woot.com/offers/new-google-pixel-fold-5g-smartphone-4 That says to me ‘the demand for the ‘fold form factor’ is not very strong, In particular (a) Google has apparently a lot of these to get rid of. (b) people aren’t willing to buy an older (2023) device in that form even when it’s cheap. Sure, some of that is resistance to the age of the device, and a 2 year old Android is “a lot older than” an equivalent iPhone.'
  • Stephen Gordon on Premarket: Apple is red - 'Definitely! 😀'
  • Stephen Gordon on Goldman Sachs unloads the Apple Card at a discount (updated) - 'Does this mean Visa instead of Mastercard? I like the latter’s security features that were part of the account services.'
  • Stephen Gordon on Today, Google is No. 2, Apple No. 3 - 'I have skin in the Google trade, so I don’t mind their success, but I have more skin in Apple, so this little dip hurts a tiny bit, though not as bad as last year, when the stock was trading multiples lower. I’m not surprised to see a momentum shift, but volatility shakeups create buying opportunities, and if Apple can introduce that missing ingredient to shape a new narrative, then summer will be caliente. New devices are exciting, but new paradigms can bend reality. Apple, the hour is nigh.'
  • Steven Philips on Robert Reich calls out the CEOs of Salesforce, Apple and Meta - 'The Judgement of History won’t be kind to ANY person positively associated with Trump’s party. But it will probably take 50 years for that judgement to show up.'
  • Steven Philips on Premarket: Apple is red - 'The Liquid Glass is half empty?'
  • Steven Philips on The foldable iPhone's screen may have made its CES debut - 'It was my understanding that Apple was working WITH Samsung on this display. If that’s the case, then isn’t it possible that Apple might have an exclusive use – at least for a short 6+month – time frame? Maybe that’s why the display was removed.'
  • John Konopka on Goldman Sachs unloads the Apple Card at a discount (updated) - 'I heard for a while that Goldman was losing money on these cards. Some of it was rumored to be because Apple didn’t allow as many fees for various issues that normal cards would charge. I am far from this industry so take that with a grain of salt.'
  • Gregg Thurman on Today, Google is No. 2, Apple No. 3 - 'Enjoy it while you can. There is no query that can be made via AI, that I can’t wait for Apple’s version. It isn’t that I’m fearful of internet surveillance, it’s my way of thumbing my nose at Big Brother.'
  • Greg Lippert on Today, Google is No. 2, Apple No. 3 - 'There was a time FB was ad free. It will replace traditional search and be filled up with targeted ads and tracking. Enjoy it while you can.'
  • Greg Lippert on Today, Google is No. 2, Apple No. 3 - 'Can I get a discount on my Apple Card bill?'
  • David Emery on Today, Google is No. 2, Apple No. 3 - 'Not I. 🙂 I have yet to come up with a query where I’d want an AI to answer it, as opposed to conventional internet search. But see “Enshittification” and the evolution described by Doctorow.'
  • Bill Donahue on Today, Google is No. 2, Apple No. 3 - 'I don’t think Apple has struggled to convince investors of its AI positioning. As with anything else Apple is working on, it hasn’t attempted to convince investors of anything. Mainly because Apple has never subscribed to an investor relations “strategy” that’s built on hype.'
  • Gary Morton on Today, Google is No. 2, Apple No. 3 - 'Have other users noticed over the last several weeks that queries using Gemini (AI mode in Google) have gone from being great and as good or better than Chat GPT to almost sucking? The ads are creeping into Gemini and negating its advantages. I have switched back to Chat GPT for my AI queries. Anyone else?'
  • Michael Goldfeder on Goldman Sachs unloads the Apple Card at a discount (updated) - 'So Goldman Sachs loses $7 Billon since 2020. That pales in comparison to the $70 Billion Zuckerberg lost on his drunken sailor spending on the Metaverse during that same time frame. Yet Apple still makes a Sh*t Ton of money quarter after quarter. Other than the one where the EU was awarded $15 Billion from a ridiculous Irish Tax Court case created by “Vestager” that even the sovereign Country of Ireland defended Apple on throughout the entire legal journey.'
  • Joseph Bland on Today, Google is No. 2, Apple No. 3 - 'I avoid Alphabet/Google like the Plague/Covid. They, like Microsoft, ripped off Apple. They make their money off of selling their user’s personal info to advertisers. Apple was on the right track when they made their own Maps app. The less they have to do with Alphabet/Google the better.'
  • Michael Goldfeder on Today, Google is No. 2, Apple No. 3 - 'In the meantime, Apple the tortoise keeps moving in the right direction as all roads for AI will go through iOS software on numerous devices. Personally, I’d rather have FCF exceeding $100+ Billion year after year. The stock price at these levels just bolsters the buyback program for retiring shares and making the pie smaller and smaller each quarter.'
  • Gregg Thurman on Robert Reich calls out the CEOs of Salesforce, Apple and Meta - ' Let’s hope he drops dead. He’s getting closer all the time. One day, one day soon.'
  • Gregg Thurman on Robert Reich calls out the CEOs of Salesforce, Apple and Meta - 'Reich misses the limelight.'
  • Fred Stein on The foldable iPhone's screen may have made its CES debut - 'Bill, I used to think that way. Yes, an iPhone+compromised-iPad at premium price makes no sense. Back then, I thought the foldable concept was bogus. * Then a friend opened his Galaxy fold to show pictures on its big beautiful screen. Within Apple’s 1.25B iPhone IB, there’s plenty of people who will pay up. *Note also, back then foldables were failure prone, not dust or water proof and had lousy resale value. (The flip category, still seems bogus – higher price for same specs – meh.)'
  • Ron Fredrick on Robert Reich calls out the CEOs of Salesforce, Apple and Meta - 'Robert Reich: “Today, as Trump destroys our democracy at home and stages more coups abroad, they’re sucking up to him to pad their own bottom lines”. I believe Robert Reich means well…but he’s absolutely wrong to refer to business C.E.O’s as the part of “our leaders” who are responsible for improper political action at home and military action abroad. Business C.E.O.’s have a responsibility to their company/shareholders and they’re expected to do what’s necessary to help the company they lead be successful. OTOH, people elected to Congress are there to pass laws but also to be one of the three branches of power enshrined in the United States Constitution….and an important part of their responsibility, is to provide a proper counterbalance to the Judicial and Executive branches. They must provide a limit to the powers of the other two branches. If Robert Reich is bemoaning the lack of response to Trump, it’s the Legislative and/or Judicial branches of government that deserve the blame…not business C.E.O.’s.'
  • Gregg Thurman on The foldable iPhone's screen may have made its CES debut - 'I have started dumbing down my iPhone, in favor of iPad usage. I’ll bet iPhone capabilities exceed 90% of iPhone users needs/wants. I used to look at all the icons on my iPhone and wonder what most of them do. Where I used to have 4+ screens full of icons, I now have less than 2 and seldom use half of them. It’s time for a new, breakthrough job for the iPhone (if such a thing exists).'
  • Ron Fredrick on Robert Reich calls out the CEOs of Salesforce, Apple and Meta - 'Timothy Smith said: “In my essay a few weeks ago, I said Tim Cook should be fired. I went too easy on him. I say this because, not only did he choose the clearly immoral path, he damaged the financial interests of Apple as well.” **I have to disagree with your opinion. Tim Cook has to consider his responsibility to Apple employees and Apple shareholders. And, IMO, he didn’t damage the financial interests of Apple at all. He did what he felt necessary to *protect* the financial interests of Apple. “Tim Cook was the most powerful man in America.” **Really? More powerful than Trump? In that case, why did Tim Cook let AAPL drop 29% in only 5 market days…from $223.19 on 04/01/25 all the way down to $172.42 on 04/08/25? “Apple stock is probably the most widely owned stock in the world. The iPhone is the most popular product in world history. The vast majority of financially successful people have an iPhone.” **And you know this how? Do you have a link to your source? Or were you just stating your opinion. “What would have happened if Cook had acted consistently with his own proclaimed principles? There are two possible Trump responses. First, hit Apple with significant tariffs. Second, nothing. Assume Cook did not give a million dollars to Trump for his inauguration. Assume he did not give Trump a golden calf award. Assume he did not grovel in public in Trump’s presence? What would Trump have done? Let’s assume he imposed significant tariffs, and the retail price on iPhones increased by $500. 70 to 75 million Americans buy iPhones every year. Would those voters be happy?” **No…they wouldn’t be happy. Do you believe those 70 to75 million Americans all voted for Trump? If they’re unhappy…so what? “Let’s say Apple stock went down 30% Would Apple stock holders be happy?” **AAPL holders already experienced a drop of almost 30% just last April…so we have an answer this question. As an Apple stock holder…I can say no…they wouldn’t be happy. “How would Trump respond if Apple put the tariffs on the sticker price of the phones so everyone knew? Would American consumers switch to Androids? As Silvio would say, “I tried to get out, but they pulled me back in.” But this analysis only applies to Americans. The price on iPhones in the rest of the world would remain the same. That’s 70%. What would have happened to iPhone sales worldwide if Tim Cook had shown a little courage, like Jimmy Kimmel.” **I occasionally *watch* Jimmy Kimmel…I *like* Jimmy Kimmel. But, I’m not *invested* in anything for which Jimmy Kimmel is responsible. So, that’s not an appropriate comparison, IMO. “Sales overseas, including China, France, Brazil, and Greenland, would have surged. Had Cook displayed a backbone, the other cowards would have shown some spine, too. Tim Cook is today’s Benedict Arnold. Happy January 6.” **You’re welcome to your opinion, Timothy…but that’s what it is…your opinion.'
  • Chris De Armond on Robert Reich calls out the CEOs of Salesforce, Apple and Meta - '@4:10 mark. “…Democrats must swear off Big Money…” LMAO'
  • Dan Scropos on Morgan Stanley's Erik Woodring is back from Taiwan with Apple takaways - 'Intro/Enterprise/Education Mac at $599 is an absolute game changing growth monster. This is not getting nearly the excitement it should.'
  • Dan Scropos on The foldable iPhone's screen may have made its CES debut - 'Luxury cars comes to mind as I ponder your question. There’s always a group of people that want the coolest stuff out there. My guess is Apple can sell 15 million per year, at minimum. Assuming 10% or 1.5 million are switchers, and a $2,500 ASP, that’s $3.75B in incremental revenue. The other 13.5 million would be $2,500 minus current ASP of $1,000, or about $20.25B in incremental revenue. That’s about $24B total. This phone can’t get here fast enough. Add in the (rumored) $599 Mac Intro (and associated Services from both) and Apple is poised for at least $40B in revenue growth from fy26 to fy27. That assumes Services growth of ~13%. Mid/late2026 or early 2027 will see a $300 share price, and possibly as high as $325.'
  • Gary Morton on The foldable iPhone's screen may have made its CES debut - 'Joseph, rumor has it that liquid metal is the special material. LQMT, a company with which Apple had several different development agreements over the years.'