Joseph Bland on This week's Apple trading strategies (7/20-7/24/26) - 'Hi, Greg. The proof is in the pudding. Apple leadership went back to the drawing board,, recovering from their slip-up, and did the job right. That’s 2 years spent wisely. It was always a slippery slope, and others have slipped all the way down. Isn’t it odd that Mr. Gurman isn’t noticing that? Oh, and really good Apple pudding, by all accounts….'
on This week's Apple trading strategies (7/20-7/24/26) - 'What wth merged memory, Apple Intelligence and on device strategies, and App Specific AI does Apple NEED as much memory as its competitors? How much can AI memory needs be shrunk before you have to add physical memory?'
on This week's Apple trading strategies (7/20-7/24/26) - 'Once again, I’d ask PED to note in the headline any article citing Gurman, so I can avoid it'
on This week's Apple trading strategies (7/20-7/24/26) - 'His backhanded compliment that Apple fell bassakwards into being the AI leader is BS. I believe this was Apple’s strategy all along – not spending like drunken sailors, waiting for AI to become more of a commodity, and bringing AI to on device tasks.'
on This week's Apple trading strategies (7/20-7/24/26) - 'Here’s to the longs. The odds that anyone’s recommendation beats AAPL are pretty slim. This landed in my inbox, from Cache Exchange Fund’s newsletter touting their portfolio. “Of the nearly 30,000 stocks listed in the US markets over the last century, what percentage do you think created all the stock market wealth*? It’s just 3.7% of the stocks. The rest, combined, produced zero net wealth over a 1-month Treasury bill. In fact, just 46 companies accounted for more than 50% of all stock market wealth. That comes from Professor Hendrik Bessembinder’s study of every US common stock from 1926 to 2025.”'
on USBC upgrades Apple to Buy from Hold and raises target $106 to $366 - 'Phil, it’s HSBC, not USBC. Although UBS and David Vogt has a similar neutral rating with a price target of $296 since July 7.'
on Apple at $333.74: Third all-time high in as many days - '@SacJoe We struggle to see what Apple knows internally. They have a different view of the world. Those on the outside are looking for some toehold, some edge, to compete against Apple. You have to step back and look at it from a multiyear perspective to see it.'
on USBC upgrades Apple to Buy from Hold and raises target $106 to $366 - 'Typo: my opening reference quote should be: “Raises target by $106 to $366“ … in one shot?'
on USBC upgrades Apple to Buy from Hold and raises target $106 to $366 - 'And to that end Gregg, when the analyst all of a sudden wakes up and has a brain fart that perhaps Apple might be worth more than $260, rather then saying, “well if the stars align you could add on another, say, 30 bucks an be in the vicinity of $400”. They prognosticated a precise $31 to make their wild arse guess look a little more serious… Well if it spruiks the market… I’m all good, but at the same time I’m not fooled by the smoke and mirrors of their WAGs.'
on USBC upgrades Apple to Buy from Hold and raises target $106 to $366 - 'The most plausible reason for this substantial upgrade can be put into very simplistic terms. I believe that HSBC analyst Nicolas Cote-Colisson was seated at the bar last Saturday at the Pro Bono Cafe in Palo Alto. While everyone else screaming and shouting at the World Cup Match that was on the multiple television screens, there was a lone gentleman that move toward the end of the bar to be closer to where the Apple 3.0 dinner was being held in the special events room. I noticed he kept opening the door wider to hear what was being said, especially while “Jerry” was recording the informative words being spoken by “Sacto Joe” regarding the future of Apple from his perspective. Jerry wanted to play that video for his group of Apple investors when he returned home from Palo Alto. What other reasonable explanation could there be to have a sudden $106 bump up in the stock price? No doubt HSBC analyst Nicolas Cote-Colisson has been a long time lurker on PED’s Apple 3.0 platform and was a ware of this upcoming dinner.'
on USBC upgrades Apple to Buy from Hold and raises target $106 to $366 - 'So, my broker asked me if I wanted to sell some covered calls. Just for S&G, I asked him what the prices were. He said $10 per share with a strike price of $350 on Jan ‘27. I said I was not interested, and also, he just told me what I knew, that the market thinks the shares are going over $360 by January. Mind you, this was BEFORE the shares climbed from $314 to $333.'
on USBC upgrades Apple to Buy from Hold and raises target $106 to $366 - 'And who has the highest price target here on Ped 3.0? 😉'
on USBC upgrades Apple to Buy from Hold and raises target $106 to $366 - 'From the thestreet.com article: The bank also outlined what it calls a blue-sky scenario, which adds another $31 per share beyond the base target if both the product cycle and AI execution land better than expected.'
on USBC upgrades Apple to Buy from Hold and raises target $106 to $366 - 'He may be slow, but “By Jove I think he’s got it!” “Blue skies! Nothing but blue skies…”. 🙂'
