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.

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

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.

We set a viewership record today.

I wanna thank ya’ll for popping in here and listening to the rambling thoughts of a professional speculator. Subscribe to stay updated. I nailed the $AAPL top and even advised buying puts. I’m opening the playbook here to give back, mostly to the kids. I’ll never charge or front run you and then open schoolsContinue reading “We set a viewership record today.”

Papi Chulo Predicts…

Yes, PCP because that’s the drug of choice when I make these predictions. Ready? $NFLX and $AAPL PARTNER ON VIDEO GAMES Netflix isn’t about to get into the hardware game. Ergo, they need a console. Enter  TV. Netflix develops games that sell exclusively on  TV. PC Take – Tim is reminded daily thatContinue reading “Papi Chulo Predicts…”

From PED: Apple worse than Google monopoly

PC take: this isn’t a guy. This is CEO of IAC. And he’s 100% right. $AAPL is gonna get FTCKED something fierce and as usual, PEDphiles (lovers of all things PED, nee ), wearing rainbow colored glasses won’t see the license plate of the truck that’s about to hit them. Show starts this week fromContinue reading “From PED: Apple worse than Google monopoly”

Papi Chulo waiting for his iPhone.

Back then, it was called the iPhone 🤣🤣🤣 I’ve been in the game longer than many of you have been alive. They say mastery of a topic or interest of study occurs at 10k hours. I’ve done about 24k hours re: speculation. http://www.Instagram.com/PASSapparel PS – part of my dislike of @philiped is his accusation thatContinue reading “Papi Chulo waiting for his iPhone.”

Now let’s play little bank takes big bank…

Introducing the 21 Chip… Currently accepted in Malibu at Malibu News Stand 23717 PCH, 90265 Bank phone number 272-777-2100 Thanks for playing…

Per PED: Bring out the gimp

Here comes the narrative battle between buy and sell side. 🍿

FTC is going to want to split $AAPL into…

Three companies. Hardware, software and services. Also, they’ll punish commission across Services and may even delve into price fixing and dumping. Short-term it’s a major headwind wind but years down the line, it unlocks tremendous value if the company is able to figure out how to maneuver around the Wall and obviously enter new verticals,Continue reading “FTC is going to want to split $AAPL into…”

Papi Chulo told you FTC was coming after $AAPL a long time ago…

FTC coupled with likely Epic victory means $AAPL goes lower. How much lower? Technically, if it breaks $120, it’s probably headed towards close to $100. As I’ve always told the PEDphiles, (lovers of all things PED 3.0), if you’re all-in  and you don’t have puts, you’re a putz.

Bitcoin (BTC) price drops on China crypto mining crackdown

Bitcoin (BTC) price drops on China crypto mining crackdown — Read on http://www.google.com/amp/s/www.cnbc.com/amp/2021/06/21/bitcoin-btc-price-drops-on-china-crypto-mining-crackdown.html 90% of China’s processing power is said to be shut down and $NVDA is unchanged? $NVDA just received the right to price their cards at whatever the fuck they want. and they’ll get it. and the stock is unchanged? 😂😂😂 Kinda remindsContinue reading “Bitcoin (BTC) price drops on China crypto mining crackdown”

Go home Nikkei. Your* drunk

From PED Tim Apple has told us time and time again that predicting Apple’s moves via production maneuvers is a fruitless (pun intended) endeavor. There are new AirPods coming. PS – AirPods are so 2020. It’s all about AirTags now. I expect gross margin on AirTags to be close to 80%. And I think theyContinue reading “Go home Nikkei. Your* drunk”