That turned real quick…
Tag Archives: aapl
Buy $NUGS on NASDAQ if you like #generational wealth
An Old Cowboy Apparently Didn’t Die… #VictorCastroll $AAPL $MOAT1 $MOAT2
Philip Elmer-Dewitt said he was a farmer. Then a cowboy. He called De-Witt a PEDphile (explaining later that PED meant, “LOVERS OF PED” Elon did the same thing. Couple years later. Chuck Yeager came before these douchebags Bill? – You hung with Jeff. Then got the most incredible weekend/s with Jeff so decided, i’ve doneContinue reading “An Old Cowboy Apparently Didn’t Die… #VictorCastroll $AAPL $MOAT1 $MOAT2”
RIP Steve Jobs – 2/2/23 Second Obit
Steve Jobs has officially died. Again. The first human ever to officially die twice. When a couple jerk-offs jerked each other off trying to get to Space, after his initial passing, Jobs spent his second life concentrating on the same thing he did in his first life. Said Jobs in an earlier, “The addition ofContinue reading “RIP Steve Jobs – 2/2/23 Second Obit”
Apple: Oppenheimer and Barclays have cold feet | Philip Elmer‑DeWitt | PC Take
From Emily Bary’s “Apple faces risk of ‘perishable demand’ for iPhones, analysts say” posted Monday by MarketWatch. — Read on http://www.ped30.com/2022/12/12/apple-barclays-oppenheimer-cold-feet/ PC’s Take: nothing better than analysts using new terms to cover up easily recognizable predictable errors. I’ve been speaking about perishable demand for 6 months. oh well.
Ms. MICA Bear 2022 will be announced 12/22, just in time for #XXXmas goldenhour $AAPL #AnaLorde #JIT #inventory
We’re trying not to get too anal about who we’re going to pick but, Lorde, this is a ton of work. so many bears, so little time. speaking of loaded for bear, $AAPL is going to touch $120 between today and St Patrick’s Day. we can’t tell you who the leader is but the stalkingContinue reading “Ms. MICA Bear 2022 will be announced 12/22, just in time for #XXXmas goldenhour $AAPL #AnaLorde #JIT #inventory”
Did Tim Cook sell Apple’s soul to China? | PED | Um, YES…
From “Apple’s bargain with Beijing: Access to China’s factories — and consumers” ($) posted Tuesday in the Financial Times. — Read on http://www.ped30.com/2022/11/08/apple-sold-soul-china/
Market can’t go anywhere without…
Is $NUGS #flight to #quality in an UNSURE World?
You Got More Balls than a Latin Quarter if… $NUGS / $AAPL
You’re holding $AAPL into this print.
If You’re Using an $AAPL #iPhone, press the link and #STACK…
NYT: The Steve Jobs Archive is not an ‘archive.’ But… | PED | 21 $AAPL
From Tripp Mickle’s “Who Gets the Last Word on Steve Jobs? He Might.” in Saturday’s New York Times. — Read on http://www.ped30.com/2022/10/22/apple-steve-jobs-archive/ Morons. Steve Jobs is still tweeting. http://www.twitter.com/deadstevejobs2. Whoever is writing this shit must be an insider.
HEY $AAPL PEDPHILES. REMEMBER ME $AAPL👌🏽🎰🥂
I’ve got a hot stock tip. Stay Tuned DESIGNED IN CA, SLAVED IN CHINA, TAXED IN IRELAND (🍀) #WEAREND), AND FVCKED IN THE GOOD OLD G-DDAMM USA Karla. What’s Motherfucker. #GIGOTCENTER #GETFVCKED #money21
Hey @deagol, I Think I Found Something about $AAPL. Comment below. Deags. Let’s chat in front of EVERYONE…
In a recorded space. Or on a recorded space. You and I are the only ones on Earth to knew what WE knew 10 years ago. We both admire 3s… And here comes 10/21/22. Again…
REPORTS: Apple’s #OneMoreThing will be a “NightPod” that’s #FAROUT
Hearing from some contacts inside the company that Apple indeed has a “One More Thing” up its sleeve at today’s Far Out event. Apparently, the invite was intended to evoke space, dreams, time and distance. To that end, the company is getting ready to introduce the world no one even knew Apple was working on.Continue reading “REPORTS: Apple’s #OneMoreThing will be a “NightPod” that’s #FAROUT”
REPORT: #Apple to announce deeper iOS embedded integration with #TikTok at #FarOut event tomorrow. | $AAPL
We got a tip that there’s some deeper embedded integration with Tik Tok in the new iOS. Not sure if there’s any integration to AR/VR but our source tells us that, interesting enough, Tik Tok has been the one and only app rescued from “Ask App not to Track”. Time will tell.
$AAPL will close under $155
#MorganStanley: #Apple shares rise, on average, 11% after an #iPhone event | PED | This is #criminal | #sellside #horseshit | #notthistime | 21 is calling down 11% | $AAPL |
From a note to clients by analyst Erik Woodring that landed on my desktop Friday. — Read on http://www.ped30.com/2022/09/02/apple-morgan-stanley-iphone-event/
Macalope: $AAPL’s future rests once again on the launch of a new #iPhone | PED | #Bro, #iPhone14 is a #nothingburger | #Supercycle resumes 2023
Macalope: Apple’s future rests once again on the launch of a new iPhone | Philip Elmer‑DeWitt — Read on http://www.ped30.com/2022/08/31/apple-macalope-future/
How #Apple pushed its ad-vantage $AAPL | And Fucked Everyone Else Up Something Fierce Under the Cover of Privacy | 🤣🤣🤣
Mission Accomplished – $AAPL – #free #alpha
10 days ago we said $AAPL will hit 160. Today, 10 days later, it prints 160.60
Mark Gurman: Five ways of looking at $ ‘Far Out’ | PED| This dude gets paid 400k to predict an event? | WOW…
From Gurman’s Power On column, posted Sunday to Bloomberg Technology subscribers — Read on http://www.ped30.com/2022/08/28/apple-far-out-gurman/ The only meaningful take away from the event is moving it up a week. That means Apple knows supply and demand will be soft.
Valcent Financial Group issues #SELL rating on $AAPL – New Target Inside.
We’re cutting our short-term target on Apple from $180 to $160. We expect this to occur by 10/21/22. Significant headwinds persist in iPhone margin, inventory, and foreign exchange.
Gene Munster: The Apple Car is a ‘higher probability than most would expect’ (video) | Philip Elmer‑DeWitt
From “Apple’s new products this fall will be subdued, says Loup’s Gene Munster” which aired Thursday on CNBC. — Read on http://www.ped30.com/2022/08/18/apple-car-gene-munster/ 21 Take: I’m still waiting on that Apple TV Gene.
The case for trading #Apple options | PED | From the #OG #cowboy #cowboys mentioned at the bottom of the article. | 21 | Thanks for the #revisit @philiped | $NUGS | $AAPL
From friend-of-the-blog Gregg Thurman. — Read on http://www.ped30.com/2022/08/17/apple-options-gregg-thurman/ Cowboys and Farmers don’t need to be friends. I’ve made millions and never had to deal with a farmer. Ironically, I became one when I used my $AAPL windfall to buy a farm. That farm has a ticker symbol. #NUGS
#Apple ($AAPL) Lays Off #Recruiters as Part of Hiring Slowdown, Spending Cuts | Bloomberg | PC Take
Apple Inc. laid off many of its contract-based recruiters in the past week, part of a push to rein in the tech giant’s hiring and spending, according to people with knowledge of the matter. — Read on http://www.bloomberg.com/news/articles/2022-08-16/apple-lays-off-recruiters-as-part-of-its-slowdown-in-hiring PC Take: If this is true, Tim Apple fibbed or played loose with details on the earningsContinue reading “#Apple ($AAPL) Lays Off #Recruiters as Part of Hiring Slowdown, Spending Cuts | Bloomberg | PC Take”
BREAKING NEWS: $AAPL Isn’t Worried about TV+ | Things overheard at last night’s #TheSuccession #launch #party at #nobu #malibu
I had the pleasure of attending last nights launch party at Nobu in Malibu. First off, as a Jew, I love to calculate how much people spend on parties. The soirée had upwards of 500 guests at close to $300 a head. $150 – 250k. Apple also their own full production team and security. 500Continue reading “BREAKING NEWS: $AAPL Isn’t Worried about TV+ | Things overheard at last night’s #TheSuccession #launch #party at #nobu #malibu”
So far, $AAPL Pegatron #shipments have been spared #Chinese #slowdown | PED | 21’s Take Inside | Pelosi prolly hammered #puts
From Nikkei Asia’s “Shipments to Pegatron’s China factory disrupted after exec met Pelosi” posted Friday. — Read on http://www.ped30.com/2022/08/05/apple-pelosi-china-slowdown/ 21’s Take: Good thing Apple deferred iPhone revenue into next quarter. PS – Pretty sure Nancy Mafiosi has Apple puts. She has immaculate timing.
$AAPL HR’s me-too moment | PED | OR | Why TraderVic sold all his $AAPL | Papi Chulo
From “The women calling out Apple’s handling of misconduct claims” posted Wednesday in the Financial Times. — Read on http://www.ped30.com/2022/08/04/apple-hr-me-too/ PC – I’m hearing this is kinda a big deal. PS – Hypocrisy at it’s finest. You expect us to trust employees that behave like this? DFOH…
Mark Gurman: $AAPL is tapping the breaks aggressively | PED | TraderVic already told you about this 🤡
From Gurman’s “Apple’s Hot iPhone Quarter Masks a Behind-the-Scenes Slowdown” posted Sunday on the Bloomberg. — Read on http://www.ped30.com/2022/07/31/apple-taps-breaks-gurman/ Read TraderVic / 21’s 10 Trading Commandments. This guy is #1 I believe. PS – The only thing being tapped aggressively is Gurman’s year-end bonus. That’s if he’s ever there to collect it. 50/50.
21% Chance $AAPL #touches… | TraderVic | 21 | Final Quarter #EPS # Prediction | Gamble | tFl
170 And thanks http://www.Twitch.Tv/zanmadden for the Raid. Unfortunately, $EA made me wait 85 min to play. #strange
BREAKING NEWS: Apple Pay Suspended on Steve Wynn | MICABEAR | EXCLUSIVE |
It’s no secret that Elaine Wynn is the Queen of leaking information to fvck with her old flame. Upon numerous accounts of negotiation assfuckery, she was instrumental in rehashing of ancient history by leaking the Steve Wynn inappropriate employee relation settlements. Well, it seems she has struck again. I’m not quite sure what her intentContinue reading “BREAKING NEWS: Apple Pay Suspended on Steve Wynn | MICABEAR | EXCLUSIVE |”
Inviting friends-of-the-blog to Apple’s Q3 2022 Earnings Wild Ass Guess the EPS
Got a detailed Apple model? Ready to compete with the pros? First prize is $210 cash. To enter, follow us here at http://www.Twitch.TV/TheFutureLeagues and DM us there to receive the Dropbox link to update your model. Closest to the EPS wins. In case of ties, pot will be split among winners. *This contest has noContinue reading “Inviting friends-of-the-blog to Apple’s Q3 2022 Earnings Wild Ass Guess the EPS”
#Tradervic #twentyone #10 #trading #commandments inspired by Mark Gurman: #Apple $AAPL faces a tough compare via PED | #21sTake #trader
From Gurman’s Power On column, mailed Sunday to Bloomberg Technology subscribers. — Read on http://www.ped30.com/2022/07/24/apple-q32022-gurman-tough-compare/ Tradervic’s / 21’s Trading Commandments. 1. Never trust a sell-side ANALyst 2. Never trust an idiot 3. Never trust an idiot sell-side analyst 4. Most ANALysts are idiots. 5. Never trust Mark Gurman 6. Never trust any ANALyst 7.Continue reading “#Tradervic #twentyone #10 #trading #commandments inspired by Mark Gurman: #Apple $AAPL faces a tough compare via PED | #21sTake #trader”
Tech lobbying surges while Apple cuts back | Philip Elmer‑DeWitt
From “Amazon Breaks Lobbying Record Amid Antitrust Fight” posted Thursday on the Bloomberg. — Read on http://www.ped30.com/2022/07/21/apple-amazon-lobbying-cutback/
Apple lobbying pays off in Senate with TSMC chip-making vote | Philip Elmer‑DeWitt
Ben Lovejoy’s “US chip subsidy bill ‘vital to TSMC Arizona plant’ passes new Senate vote” posted Wednesday on 9to5Mac. — Read on http://www.ped30.com/2022/07/21/apple-tsmc-arizona-senate/
Why I #Retired from #Trading $AAPL…
I’ve been getting emails/texts/dm’s etc from some smart kids asking why I’m not providing my trades anymore. Easy. I taught you how to fish / trade. Now go trade. I’m out fishing. PS – If you’ve read this far, congrats! I didn’t really retire. In fact, I made 479bps today. If you still want trades,Continue reading “Why I #Retired from #Trading $AAPL…”
LAST #TRADE: Long $AAPL #foreva #nocap
Right Here, Right Now $AAPL – #FULLPORT – #longdated #deltareplacement
https://music.apple.com/us/album/right-here-right-now/714052590?i=714052887 I no longer post trades cause my Uncle likes me money. But as a finale trade / swan song / am I wrong? I’ll tell you something that will blow your mind. At market close, I think $AAPL at $150 is the Best Buy. This year. This decade. I loaded the boat. 7/15/2002 $150
Time’s running out at the $AAPL #homeless #motel?| What about thr #slaves in #China tho? | From PED
From “Apple spent millions, but it couldn’t pull these San Jose residents out of homelessness” posted Monday by the Mercury News. — Read on http://www.ped30.com/2022/05/23/apple-san-jose-homeless/ Homeless motel? What about the indentured slaves at Foxconn with the suicide nets. What’s Apple going to do about them?
#FullPort $AAPL #stonk #here #ariel
Lambos being repo’ed. Lambros being AF’ed
Meanwhile, 21 is printing. 🎰🎰🎰
REPORT: $AAPL Whipping Out the Cook Check Book…
Hearing reports that Apple M&A getting very interested in some names for a rather sizable acquisition. Still getting info on verticals but we’re hearing this will be Apple’s largest acquisition ever. 30 – 75 billion is the budget and Cook and Co are looking to use market weakness to advance moonshot business. PC Take: SomeContinue reading “REPORT: $AAPL Whipping Out the Cook Check Book…”
How you doin’? Remember that 1.4mm loss y’all crowed about? $AAPL
I’m gud bro. Check for #neeks tho
$AAPL #FinTech #deepdive
#tldr – it’s a wading pool with a koi fish. Or two.
BREAKING NEWS: #China to stop producing all $AAPL products. Here’s why 🔽🔽🔽
In an abundance of caution, China has decided to stop all Apple manufacturing to ensure that the COVID-23 currently being developed in Wuhan isn’t transmitable via AirDrop. Or Bluetooth. And WI-FI. It’s part of their Zero COVID Policy. Further, they ordered Taiwan Semiconductor Manufacturing ($TSM) to halt production as well. Lastly, China told Mexico toContinue reading “BREAKING NEWS: #China to stop producing all $AAPL products. Here’s why 🔽🔽🔽”
Trade Update: Press the $AAPL #puts
From this am. Add another 5u here into close.
BREAKING NEWS: $AAPL Sleuths Continue Crushing
Twelve years ago, two wild and crazy guys came up with a scheme to figure how many iPads Apple would sell at introduction. https://www.businessinsider.com/apple-sells-an-estimated-74000-ipads-in-the-first-four-and-half-hours-2010-3?amp They decided to build a community data agg model and reverse engineered Apple’s ordering system. Their results were amazingly accurate and it caused Apple to randomize and make other changes. Well,Continue reading “BREAKING NEWS: $AAPL Sleuths Continue Crushing”
To the Víctor Comes the Spoils…
🎰 🎤 ⏬
Got 2.8m on $AAPL Puts…
Listen to track in TIDAL – Ice Cube: It Was A Good Day https://tidal.com/track/44569768
$AAPL #Trade – Your Welcome Part Deux
Your welcome – $AAPL
Huge $AAPL #Revenue #Guidance Clue Given.
As reported by PED 3.0 today, Apple, Inc. Is leaving many Genius positions left infilled. This portends many things and none of them good. POSSIBILITIES 1. No demand for Geniuses – NEGATIVE 2. No supply of Geniuses – NEGATIVE OUTCOME Steve Jobs famously created the Genius position to be the Brand Ambassador of andContinue reading “Huge $AAPL #Revenue #Guidance Clue Given.”
$AAPL VP ADMITS UPCOMING iPhone SUPPLY SHORTAGE – VIDEO CLIP INSIDE…
https://youtu.be/9p_FzRW_Vv4 21 Take – Look out below.
Roh Roh #iPhone sales #fell in #China last month, $AAPL more slowly than the rest | Philip Elmer‑DeWitt
From a note to Evercore clients by Amit Daryanani that landed on my desktop Monday. — Read on http://www.ped30.com/2022/03/21/apple-iphone-china-falling/ PC Take: look out below
@FBI and @FCC, Looks like some motherfucker doesn’t know…
This is a federal crime. #6692183205 Impersonating a Caller ID. Not a #smoothcriminal
$AAPL’s greatest product in the last 5 years is…
$AAPL Luca Maestri is a Mastro. The greatest engineering they’ve done is financial. The majority of Apple’s EOS growth over the past 5 years has come from share buybacks. Put that in your pipe and smoke it.
21 said it. 84 confirmed. $AAPL is going to…
The 140s Next week… Load puts.
Papi Chulo loves Chief Mountain…
And Tim Cook loves it even more. $AAPL WILL BUY $PARA with a 6 or 7 handle before 2024. Possibly 8 handle if he keeps waiting. Put your best clients in it.
$AAPL gonna break $150
$140s coming. $130s likely. Put me down for $137.21 low. Hold my beer…
Pretty Sure Papi Chulo Addressed This About $AAPL Last Year…
Rolled the tape. Keyword #ftcked
Surveillance will follow us into ‘the metaverse,’ and our bodies could be its new data source
Virtual reality headsets learn more about you than traditional screens. That could be good news for creepy companies. — Read on http://www.msn.com/en-us/news/technology/surveillance-will-follow-us-into-e2-80-98the-metaverse-e2-80-99-and-our-bodies-could-be-its-new-data-source/ar-AASJWht PC Take: Holy Fuck $FB $AAPL
BREAKING NEWS: re $AAPL
Apple will miss current revenue estimates. You heard it here first. PS – Tick tock.
Wanna see what the future of $AAPL looks like?
Today: Tomorrow: Will value unlock? Yes Will it be bumpy? Yes Strap in…
One thing Tesla learned from Apple | 🤣🤣🤣
From Jack Ewing’s “Why Tesla Soared as Other Automakers Struggled to Make Cars” on the front page of Sunday’s New York Times. — Read on http://www.ped30.com/2022/01/09/apple-tesla-supply-chain/ Papi Chulo Take: One thing? 🤣🤣🤣. $AAPL #DNA is all over @elonmusk, $TSLA and @spacex.
Mark Gurman: Silly $AAPL Analyst. Dude gets paid stacks for this “research”
“What should we expect? Probably a new iPhone SE, at least.” — Read on http://www.ped30.com/2022/01/09/apple-gurman-march-april/ 21 Take: Could be June, possibly July, outside chance there’s an event in August but there will definitely be one in September. Um, can an IB please send me a job application? I’d like to make 600k a year creatingContinue reading “Mark Gurman: Silly $AAPL Analyst. Dude gets paid stacks for this “research””
Evercore: Apple’s App Store grew 9% in Dec., slowest in 10 years | Uncle PED
“It is important to note that App Store revenue was still up 20% for the year.” — Analyst Amit Daryanani — Read on http://www.ped30.com/2022/01/04/apple-app-store-bubblewrap/
Mark Gurman: Here’s what Apple has in store for ’22 | Uncle PED
From Gurman’s “Power On” newsletter, posted Sunday to Bloomberg.com subscribers. — Read on http://www.ped30.com/2022/01/02/apple-gurman-2022-preview/ Papi Chulo Take: Tell me what $AAPL is going to do. Everyone already knows what Inc is going to do.
Eve Jobs, all grown up | Philip Elmer‑DeWitt
From CNBC’s “Meet Eve Jobs, Steve Jobs’ 23-year-old daughter” [updated]. — Read on http://www.ped30.com/2022/01/02/eve-jobs-all-grown-up/ Papi Chulo Take: goddamn PED is thirsty. And cringe. $AAPL
Papi Chulo’s Huge $AAPL early ‘22 PREDICTION…
First, a word from PED about this upcoming week for $AAPL. — Read on http://www.ped30.com/2021/12/26/apple-trading-strategies-12-27-21/ Papi Chulo Take: what Josh Brown said on Wednesday has NO RELEVANCE TO $AAPL cause the hammer in the stock poo-poohed it Friday. Papi Chulo HUGE PREDICTION: On Jan 3, 2022 at 5:30am PST, $AAPL will inform the market andContinue reading “Papi Chulo’s Huge $AAPL early ‘22 PREDICTION…”
In Tinder vs. Apple, Rotterdam swipes left | Philip Elmer‑DeWitt
From Reuters’ “Apple’s App Store broke competition laws, Dutch watchdog says” posted Friday. — Read on http://www.ped30.com/2021/12/25/apple-tinder-rotterdam/ Papi Chulo Take: oh oh. See you lower.
U.S. lacks the cash to sue Apple & Google. For now. | Philip Elmer‑DeWitt
From Leah Nylen’s “Potential DOJ suits against Apple and Google delayed amid budget woes” posted Thursday on Politico. — Read on http://www.ped30.com/2021/12/24/apple-google-antitrust-cash/ Wow. What a load of horse shit.
Last $AAPL Analyst Question Was Best.
He threw heat. Curveballs. Tim whiffed. Why would you lower prices into a chip shortage if you aren’t trying to flex demand? Also, you basically don’t want to share with us that Apple TV+ is a marketing platform and money pit.
$AAPL Tim Cook avoiding all Questions about…
iPhone demand and mix. Apple used to give demand updates with data two weeks into a quarter and/or launch. Today, he’s 30 days into iPhone 13 launch and he couched behind the phone only being available for 30 days. Something in the water does not compute.
Too early to talk about iPhone 13 demand? 30 days?
Bingo. There’s the money shot Tim… $AAPL
$AAPL Analyst Round-up…
You guys are clueless. Highest priced softball pitcher / spreadsheet builders in the World. Congrats!
If you don’t believe the $AAPL miss is demand related…
Katy Huberty has raised her Apple 2022 estimates | Philip Elmer‑DeWitt
But with investors focused on December quarter iPhone sales, she doesn’t expect September’s earnings to move the stock. — Read on http://www.ped30.com/2021/10/22/apple-huberty-guidance-q1-2022/
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”
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.
Yes, AirPods coming 🐦
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/
Apple Earnings Date
Laura Martin’s Apple investment thesis | Philip Elmer‑DeWitt
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.
Apple’s new Hollywood digs | Philip Elmer‑DeWitt
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
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
China Still Loves Apple, Politics Aside – Bloomberg
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…
Yeah, I’m Sure This is Nothing…
apple.news/ArgP0IoDRR1CODSfmVTuUOw On second thought, nah. They’re going in. $TSM should ask the US Government for Iron Domes. Good luck
Loup shows he’s out of the LOOP
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….
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 |”
Good Luck and Good Fortune…
$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…
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.
Short $NKE here.
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
Philip Elmer‑DeWitt | Apple 3.0
Apple 3.0 — Read on http://www.ped30.com/ Roh-roh #batterygate is going to be more expensive than we expected.
Buy long dated $AAPL ATM here.
Jan ‘22 and beyond.
Kids, take the weekend and read about…
How Papi Chulo warned you the #EPIC news would leave a mark on $AAPL. See you in the low 140s next week…
Papi Chulo told you this day was coming.
sorry if you don’t listen. $AAPL i told you to. buy puts PUTZ…
Feels like $AAPL LOST #EPICALLY
You might be a moron if…
You might be a moron if, you don’t see the coming trade war between US and China and the affect it’ll have on some profit margins of some major US companies.