David Emery on GM's decision to drop Apple's CarPlay fails an A/B test - 'Will GM actually pay any attention to this result? Or are GM executives convinced they know better than the consumer what the consumer wants? I’m betting the latter.'
on Apple heads Evercore's list of the top six stocks to own - 'Last week it was the naysayer Apple newscasts. This week, the Apple News has been positive. Let us see what the next week brings. Sometimes, the tone is set by Gurman’s Sunday notes.'
on GM's decision to drop Apple's CarPlay fails an A/B test - 'The burning question that new car buyers have these days is whether to get the 55 inch or 65 inch flat panel for the dashboard.'
on Bloomberg: Apple won't be selling any 'PervertPods' - 'Unfortunately, I have to for my band. It’s the most effective way to connect and promote my shows. Outside of that, I try to avoid.'
on Apple heads Evercore's list of the top six stocks to own - 'Looks like a pretty encouraging note to me. Daryanani has been relatively positive on AAPL for a while and I think he offers good perspective. He’s not as in-depth in his notes as Eric Woodring but explains things pretty well. I see a few analysts (Gene Munster again) mentioning the under appreciation of the Siri potential. I can’t recall seeing anything lately from Dan Ives. Maybe he’s getting ready to make another super prediction!'
on GM's decision to drop Apple's CarPlay fails an A/B test - '“What, more expensive?! And it doesn’t even have CarPlay?!!” Bring back Ballmer. For the entertainment value.'
on Bloomberg: Apple won't be selling any 'PervertPods' - 'Robert: Good question. I eschew social media platforms in general and have yet to create accounts on Facebook, Instagram, TikTok, Snapchat, etc. As someone who has actively (and avidly!) advocated for use of Apple products and services for the past 40 years, I consider Apple Messages a social communications tool for use with the select number of family members and friends with whom I maintain frequent contact or with whom I am engaged in daily or near-daily conversation.'
on Premarket: Apple is red - 'AAPL closed down $5.53, down -1.75%, erasing most of yesterday’s gain. Volume was a weak 33M shares, about 58% of recent 3 months volume. I wonder if there is any connection to monthly options expiry tomorrow? AAPL began to slide today in the last 2 hours to move lower for the day.'
on Counterpoint: As smartphone sales swooned in Europe, the iPhone outperformed - '“Smartphone” should never be a descriptor of the cellphone market. The “smartphone” market didn’t decline, the Android market declined. It would be far more accurate to describe everyone, EXCEPT APPLE, as Android, thereby separating out cheap, low cost cellphones, from in demand, aspirational iPhones no matter their higher prices.'
on Counterpoint: As smartphone sales swooned in Europe, the iPhone outperformed - 'I am hoping that Eurocrats see that Apple rules because Europeans drools for iPhone tools. (Sorry, I haven’t had my coffee yet.) Apple is not creating an unfair advantage; they are creating a great product. And the Europeans are purchasing accordingly.'
on Counterpoint: Apple shines on the subcontinent - 'As many here have predicted, memory price increases hurt the others, not iPhone. And, that doesn’t include used iPhone sales.'
on Premarket: Apple was red, turned green - 'The CEO, Bancel, is brilliant. I own a nice lot of MRNA @20/sh. The stock peaked 5 years at nearly 500 during COVID. It’s got a long way to go to pass that milestone, but today’s announcement puts them back on track for significant outperformance, IMHO, over the next several years. A huge win-win, indeed, for science and shareholders.'
