Author Archives: ..papichulo

Evercore: Chinese iPhone shipments fell 32% y/y in September, but… | Papi Chulo

“September represents what should prove to be a momentary period of quiet ahead of robust demand for the iPhone 13 lineup.” — Read on http://www.ped30.com/2021/10/19/apple-evercore-chinese-pause-september/ PC Take: This news coupled with underwhelming Chinese GDP growth are two things to keep on eye on. Given low reason to upgrade to iPhone 13 and general economic drift,Continue reading “Evercore: Chinese iPhone shipments fell 32% y/y in September, but… | Papi Chulo”

Colin Powell, military leader and first Black US secretary of state, dies after complications from Covid-19 – CNNPolitics

Colin Powell, the first Black US secretary of state whose leadership in several Republican administrations helped shape American foreign policy in the last years of the 20th century and the early years of the 21st, has died from complications from Covid-19, his family said on Facebook. He was 84. — Read on http://www.cnn.com/2021/10/18/politics/colin-powell-dies/index.html

WTF? $AAPL took down a Quran app and a Bible app in China on the request of Chinese officials

Apple told the BBC that Chinese officials had complained that the Quran and Bible apps broke laws on hosting illegal religious texts. — Read on http://www.msn.com/en-us/money/other/apple-took-down-a-quran-app-and-a-bible-app-in-china-on-the-request-of-chinese-officials/ar-AAPyNqz PC Take: And people still think China doesn’t have Apple by the balls? Guess again.

From the Desk of Liberty Veritas…

Numbers and polls that should be a wake up call for everyone. On Wednesday the AP reported the following: “…The U.S government said Wednesday it expects households to see their heating bills jump as much as 54% compared to last winter” CNBC reported the following: “Oil prices are up more than 65% this year soContinue reading “From the Desk of Liberty Veritas…”

First They Drop the Stock with an Unsubstantiated Bullshit Rumor. Then Say, “Our Bad”

(Bloomberg Businessweek) — The havoc besetting global trade is lapping at the feet of Apple Inc. $AAPL The world’s most valuable company looks set to cut production targets for its new flagship smartphone, the iPhone 13, by 10 million units, Bloomberg News reported on Tuesday. — Read on http://www.bloombergquint.com/onweb/the-global-chip-crisis-is-a-blip-for-mighty-apple Papi Chulo’s Take: It’s time toContinue reading “First They Drop the Stock with an Unsubstantiated Bullshit Rumor. Then Say, “Our Bad””

Skilled Cat reiterates Jakks Pacific $JAKK on a Green Xmas…

– Company underlying business is undervalued. – Channel checks indicate Licensed and Organic brands are seeing strength. – At least two companies are circling the company with take-out talks in the high 20s. – Management won’t entertain an offer unless it’s significantly higher. – Supply chain intact. Management are grizzled operators and veterans of industryContinue reading “Skilled Cat reiterates Jakks Pacific $JAKK on a Green Xmas…”

“An Unidentified Source Told Bloomberg?”

I, Victor Castrol, an identified source, is telling you what Tim Cook will say on the earnings call, or sooner, at the keynote. “Like every iPhone before this, we have a supply/demand imbalance that we are working hard daily to correct. We attribute that to the fact that customer satisfaction for the entire line isContinue reading ““An Unidentified Source Told Bloomberg?””

‘I have threesomes with God and I’m having the best sex of my life’ OnlyFans star Nita Marie tells This Morning

ONLYFANS star Nita Marie has told This Morning that she’s having “the best sex of her life” thanks to her “threesomes with God”.It comes after t — Read on http://www.the-sun.com/entertainment/tv/3833485/threesomes-god-sex-onlyfans-nita-marie-this-morning/ PC Take – Why stop at just God? Call Jesus, Moses and the Apostles.

Philly Fans Arrested for Having Sex at Eagles-Panthers Game

If you’re sick of watching people get arrested for fighting at sporting events, two Philadelphia Eagles fans were reprimanded for a more pleasurable act. — Read on http://www.mediaite.com/sports/watch-philly-fans-get-arrested-for-having-sex-in-bathroom-stall-during-eagles-panthers-game/ PC Take – The Eagles suck so bad, fans are fucking in the bathroom to entertain themselves.

Geomagnetic storm warning as solar flare expected to directly hit Earth today | Science & Tech News | Sky News

An alert was published by the US National Oceanic and Atmospheric Administration which warned the geomagnetic storm could cause power grid fluctuations with voltage alarms at higher latitudes, where the Earth is more exposed. — Read on news.sky.com/story/geomagnetic-storm-warning-as-solar-flare-expected-to-directly-hit-earth-today-12431243 PC – Um, did someone bury the lede?

From the Desk of LV:

And they call the GOP fascists. The democrats who control every branch of government are in favor of the following: Banks to inform the IRS of every transaction made by customers / citizens over $600.00. Parents who confront school board members and oppose the socialist, marxists, woke school curriculum to be investigated as “Domestic Terrorists”Continue reading “From the Desk of LV:”

Toni Sacconaghi asks: What’s Apple’s bull case? | Philip Elmer‑DeWitt

From a note to Bernstein clients that landed on my desktop Thursday. — Read on http://www.ped30.com/2021/10/07/apple-bull-case-sacconaghi/ Papi Chulo Take: @ped30 take is classic. Nobody has been more wrong in $AAPL than this hippie. Dude coulda had a negative cost basis and he owns one share. Hey kettle, you’re black. 😂😂😂

Visa drafts plan to reduce some fees that banks pay to Apple – WSJ (NASDAQ:AAPL) | Seeking Alpha

Visa <<V>> is planning to change the way it processes some Apple <<AAPL>> Pay transactions, as banks rebel against the fees they pay to Apple, the Wall Street Journal reports, citing… — Read on seekingalpha.com/news/3749097-visa-drafts-plan-to-reduce-some-fees-that-banks-pay-to-apple-wsj PC Take – #rohroh

#shocker $AAPL #AppleTV+ #comes in #last | Philip Elmer‑DeWitt

From Brandon Katz’s “State of the Streamer: Apple TV+ is Charting a Unique Path Through the Streaming Wars” posted last week by The Observer. — Read on http://www.ped30.com/2021/10/03/apple-tv-observer/ PC Take: as $NFLX #CEO stated, it’s a #marketing #platform #aka #alsoran #moneypit #expensive #experiment #newton #newton20 #lightyourmoneyonfire

Democrats offer array of options for passing stalled infrastructure, reconciliation bills | TheHill

Democratic lawmakers on Sunday offered numerous options for pathways for the potential to pass the stalled infrastructure bill and reconciliation package after failing to bring either key measures of the Biden administration to a vote in the — Read on thehill.com/homenews/news/575078-democrats-offer-array-of-options-for-passing-stalled-infrastructure

From the desk of #LibertyVeritas: ROBINETTE INADVERTENTLY MAKES THE CASE AGAINST GOVERNMENT RUN #HEALTHCARE

You knew it was bound to happen. #ROBINETTE and his administration have finally made the case against government run healthcare, albeit inadvertently.This corrupt and incompetent administration is limiting Florida’s use of “Monoclonal Antibodies” for purely political, petty and punitive reasons.This is what happens and will continue to happen if the government and in this caseContinue reading “From the desk of #LibertyVeritas: ROBINETTE INADVERTENTLY MAKES THE CASE AGAINST GOVERNMENT RUN #HEALTHCARE”

Notre Dame Signed with Under Armour & Adidas Became Cool Again

In 2014, the University of Notre Dame walked away from its relationship with Adidas. Since then, the 3 Stripes have launched a revolution in the US sports apparel business. — Read on http://www.18stripes.com/adidas-became-cool-again-sports-apparel-notre-dame-under-armour-2018/

Source PED: Apple Investors: Mark Your Calendars |

I’ll be monitoring the quarterly call with analysts, and you can too. — Read on http://www.ped30.com/2021/09/29/apple-q4-2021-call/ Headline should read: $AAPL Investors: Check Your Wallets. (and buy #puts, Putz) I’m glad @ped30 is invested in the company. He’ll probably lose lunch money with his one share of ownership. PS – PED. Get an editor. After 30Continue reading “Source PED: Apple Investors: Mark Your Calendars |”

Benedict Evans: Apple is the $2T elephant in the room | Philip Elmer‑DeWitt

From Evans’ “A decade of the Tim Cook machine” posted Tuesday to subscribers of Benedict’s Newsletter. — Read on http://www.ped30.com/2021/09/28/apple-elephant-benedict-evans/ PC Take: The only question is have is, what room? Right now it’s looking like the Bath Room, aka #shitter. 🚽 Buy puts, #PUTZ

This is only half the story. Mark Gurman: Apple’s iPhone engineers are working on a ‘complete redesign’ | Philip Elmer‑DeWitt

From Gurman’s “It’s time to talk about the iPhone 14” mailed Sunday to his Bloomberg ($) Power On subscribers. — Read on http://www.ped30.com/2021/09/26/apple-gurman-iphone-14/ I’ll announce the real meat tomorrow. Or maybe tonight.

Tough smartphone love from a small Baltic country | Philip Elmer‑DeWitt

Consumers should throw away their Chinese phones and avoid buying new ones, Lithuania’s Defense Ministry has warned. — Read on http://www.ped30.com/2021/09/24/apple-lithuania-chinese-smartphones/ PC Take: Lithuania? Small Baltic country? @ped30. Pass the doobie on the left hand side. Lithuania is neither small. Or Baltic frankly. As a “journalist,” one would assume you’d fact check. Lithuania is aContinue reading “Tough smartphone love from a small Baltic country | Philip Elmer‑DeWitt”

The ‘Squad’ Forces Pelosi to Remove Funds for Israel’s Iron Dome Defense System From Must-Pass Continuing Resolution and Debt Ceiling Bill – RedState

Nothing unites progressives like the thought of dead Jews. — Read on redstate.com/streiff/2021/09/21/the-squad-forces-pelosi-to-remove-funds-for-israels-iron-dome-defense-system-from-must-pass-continuing-resolution-and-debt-ceiling-bill-n446239 PC Take: The “Squad” will help bring about the End of World. Their Green Initiative actually wants zero humans left on Earth which will finally lead to their goal of Zero Carbon Footprint. Bravo.

From the Desk of Liberty Veritas…

Over the next 7-10 days the liars in the DNC, MSM, BIG TECH, HOLLYWOOD & ACADEMIA will work overtime to blame the GOP regarding the debt ceiling being raised in order to deflect blame & responsibility. So let’s set the record straight here. Democrats have complete control over the Senate, the House & the WhiteContinue reading “From the Desk of Liberty Veritas…”

Leaked memo from Tim Cook targeting Apple leakers (full text) | Philip Elmer‑DeWitt

From “Tim Cook says employees who leak memos do not belong at Apple, according to leaked memo” posted Wednesday by The Verge. — Read on http://www.ped30.com/2021/09/22/apple-tim-cook-leakers/ Papi Chulo take: @ped30 has been in the game 30+ years and he still doesn’t understand what a controlled leak is?