“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”
Buy $MNDY See you at $500. Quick…
4 bagger from here.
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
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 PED, a note to clients by analyst Daniel Ives that landed on my desktop Friday. — Read on http://www.ped30.com/2021/10/16/apple-wedbush-ives-m1x/
Just because we’re gonna try and moon it. I don’t even know what they do. I just like the ticker.
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…”
Buy this now…
No. Can’t be… But wait. It’s gets better. Dean of USC School of Social Work? The hypocrisy is so thick, I can’t breathe. #GETFVCKED
The best way to think about AAPL… is through the lens of 1B+ of the wealthiest consumers in the world using AAPL devices 3-5 hours per day. — Read on http://www.ped30.com/2021/10/14/laura-martin-apple-thesis/ Papi Chulo’s Take: Pretty spot on.
(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””
– 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…”
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?””
From MacRumors’ “October 18 Apple Event Announced – Unleash the M1X MacBook Pros!” posted Tuesday. — Read on http://www.ped30.com/2021/10/12/apple-mac-invite-10-18-21/ Papi Chulo Take: There’s One More Thing coming…
youtube.com/watch I wanna drive…
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.
BRAZIL-POLITICS/:Brazil’s Bolsonaro says he is ‘bored’ by questions on COVID-19 deaths — Read on news.trust.org/item/20211011202736-kdvw8 PC Take – So he’s bored to death?
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.
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?
Not sure what everyone is crowing about. PS – The silver lining is ticket seat revenue cap rates were perhaps highest ever.
Genius Glen “Big Baby” Davis, who won an NBA title with the Boston Celtics, and former high school sensation Sebastian Telfair are among the defendants. — Read on http://www.today.com/news/18-former-nba-players-charged-4-million-health-care-fraud-t233593
From Kirsten Chuba’s “Apple Plans Major Culver City Office Expansion” posted Friday by the Hollywood Reporter. — Read on http://www.ped30.com/2021/10/10/apple-hollywood-culver-city/ PC Take: #dumb. Shoulda bought CBS Studio Center from $VIAC on #radford in #StudioCity
Take Fury KO rounds 6 – 9 And Wilder Decisión.
Jon Gruden Used Racial Trope to Describe NFLPA Chief DeMaurice Smith in 2011 Email – WSJ — Read on http://www.google.com/amp/s/www.wsj.com/amp/articles/jon-gruden-email-demaurice-smith-11633721045
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:”
Derek Carr had some comments on his former Raiders teammate. — Read on heavy.com/sports/las-vegas-raiders/derek-carr-khalil-mack-message/ PC – ❤️❤️❤️
Put or Press $SQQQ into the weekend. Jan 22 ATM 8 or 9…
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. 😂😂😂
Why wasn’t Russia involved in the Mossad Ron Arad operation? – analysis https://www.jpost.com/middle-east/why-wasnt-russia-involved-in-the-mossad-ron-arad-operation-analysis-681141?utm_source=jpost.app.apple&utm_medium=share PC Take –
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
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
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
A push to embrace domestic products, and shun foreign ones, so far hasn’t affected the iPhone. Why? — Read on http://www.bloomberg.com/opinion/articles/2021-09-30/china-still-loves-apple-politics-aside Not for long…
apple.news/ArgP0IoDRR1CODSfmVTuUOw On second thought, nah. They’re going in. $TSM should ask the US Government for Iron Domes. Good luck
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”
This isn’t about the debt ceiling. China is engaging in Trade War 2.0 or Cold War 2.0. $AAPL has 15% downside if ZJP farts towards Taiwan….
http://www.wsj.com/articles/google-is-scrapping-its-plan-to-offer-bank-accounts-to-users-11633104001 $GOOG doesn’t want anymore #bigtech scrutiny, especially from bank #PAC They double-tapped. Mercy…
Tomorrow and Monday gonna be ugly. Check that. #FUGLY
http://www.cnbc.com/2021/09/30/zoom-and-five9-agree-to-terminate-acquisition-plan.html Is this the closing of the re-opening trade? Or the opening of the re-closing trade?
Was it a rape van?
If you can’t read the tea leaves, I can. Buy puts. Your welcome
http://www.cnbc.com/2021/09/30/bank-of-america-double-downgrades-kohls-stock-citing-supply-issues.html I’ve heard of a double double. But a double downgrade. You mean SELL rating or is there a new one now. Let’s call it GTFO… PS – in that case, I’m placing a GTFO rating on $
Market is definitely overvalued given macro headwinds. $AAPL shouldn’t be trading anywhere near a PE of 30 given the shit that’s about to hit the fan. 25 PE = $125 See you there. Soon…
1/22 9c – 10 – 100u…
bleacherreport.com/articles/10013605-giants-joe-judge-rips-analytics-if-excel-won-games-bill-gates-would-be-killing-it …a tool that’s gonna be fired soon if he doesn’t buy a toolbox of Quants…
Notre Dame has an Under Armour problem – One Foot Down — Read on http://www.google.com/amp/s/www.onefootdown.com/platform/amp/2021/7/28/22589866/notre-dame-has-an-under-armour-problem-football-apparel-deal-nike-jumpman-adidas-news-irish-nd-ua
Notre Dame, Under Armour Ink Unprecedented $90M Deal – Athletic Business — Read on http://www.athleticbusiness.com/more-news/notre-dame-under-armour-deal-richest-in-college-history.html
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/
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 |”
Endeavor expects to create a unique value proposition by combining OpenBet’s betting technology with IMG ARENA’s data and video feeds. — Read on sportshandle.com/ari-emanuel-endeavor-scigames-openbet-acquistion/amp/
$AAPL Services. And $AAPL… The #virtual #assault #begins. $SQ PS – wait till the #irl #warfare starts and #china sends 10 #million #troops into #taiwan for $TSM… See you in the 120s…
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
Run to #Israel and the #shekel. Quick…
$GENI is overvalued. WAY OVERVALUED…
CRASH THE MARKET……….
No. Can’t be… 🤣🤣🤣
http://www.cnbc.com/2021/09/26/german-election-results-spd-tied-with-conservative-alliance.html And it’s happening again…
From Gurman’s “It’s time to talk about the iPhone 14” mailed Sunday to his Bloomberg ($) 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.
$1.7-billion payment to Iran was all in cash due to effectiveness of sanctions, White House says – Los Angeles Times — Read on http://www.google.com/amp/s/www.latimes.com/nation/nationnow/la-na-iran-payment-cash-20160907-snap-story.html?_amp=true Or BHO 401k…
https://www.tucsonweekly.com/tucson/fit-for-an-emperor-jb-smoove-welcomes-sports-betting-caesars-sportsbook-to-arizona/ The Saints can’t come marching home.
Not due to revenue forecast miss. Due to The Trade War… Coming soon to a stock owned by you. $AAPL $TSM $NKE and any other country manufacturering in #China is gonna get #fvcked #somethingfierce
Apple 3.0 — Read on http://www.ped30.com/ Roh-roh #batterygate is going to be more expensive than we expected.
Valley National Acquiring Bank Leumi USA for $1.1B — Read on http://www.google.com/amp/s/therealdeal.com/2021/09/23/valley-national-acquiring-bank-leumi-usa-for-1-1b/amp/ Hmm
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”
They’re going after $FNKO and other retailers. Buy long dated atm $FNKO TODAY!!! Your welcome
This story is developing….
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.
Representing an estimated 6 trillion of future market cap
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…”
Premieres September 30 on Apple TV+. Cue the trailer. — Read on http://www.ped30.com/2021/09/22/apple-tv-jon-stewart-problem/ PC Take: there’s no problem with The Problem
From a note to clients by analyst Amit Daryanani that landed on my desktop Wednesday. — Read on http://www.ped30.com/2021/09/22/apple-prelaunch-slowdown/ Papi Chulo Take: how slow does iPhone production get when China invades Taiwan? Asking for my puts, Putz…
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?
Let’s just say what?