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/
“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”
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/
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.
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 <<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
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
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….
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 |”
$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 $TSM… See you in the 120s…
From Evans’ “A decade of the Tim Cook machine” posted Tuesday to subscribers of Benedict’s Newsletter. — Read on http://www.ped30.com/2021/09/28/apple-elephant-benedict-evans/ PC Take: The only question is have is, what room? Right now it’s looking like the Bath Room, aka #shitter. 🚽 Buy puts, #PUTZ
From Gurman’s “It’s time to talk about the iPhone 14” mailed Sunday to his Bloomberg ($) 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.
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.
Jan ‘22 and beyond.
How Papi Chulo warned you the #EPIC news would leave a mark on $AAPL. See you in the low 140s next week…
sorry if you don’t listen. $AAPL i told you to. buy puts PUTZ…
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.
They preach privacy measures and then say, “oh, btw, we’re going to scour the iCloud for stuff.” What the fuck? PS – #epicgames verdict overdue. Next week might get fugly.
He’s $AAPL (Apple’s talking head) typing blog reminding people not to sell. The presses are running hot today. http://www.ped30.com @philiped
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.”
we’ve scored a lot of touchdowns in our history. but we always act like we’ve been there before. as you were…
Buy with confidence. good night and good luck $AMZN, AAPL and $MSFT
The most important research not on Wall Street. Tweets by deadstevejobs3
Protecting your position, one word. PUTZ RIP Jackie Mason…
In order for $AAPL to double, valuation needs to go to 4T. Good luck with that…
And Lord help them if they announce the Epic loss with results. Services will slow. Chip unavailability will affect supply and EPS.
I hope you got those puts Putz.
AAPL – 147.50 NVDA – 197.50
How’s that working out for you PEDphiles?
Lynch is Mr. Wolf from Pulp Fiction. He’s the new Bob Mansfield. Basically, this move means that $AAPL management has locked down and green lit Project Titan with a plan of action. This is huge news for $AAPL. Unfortunately, market won’t care right now.
Press puts. And if you’re a PEDphile with your entire net worth / nest egg in $AAPL without a PUT, you’re a PUTZ. Our one year price target remains $184.21. But with FTC headwinds, the EPIC loss and general market, domestic and macro uncertainly, $AAPL is ripe to revisit the low 130s.
Does it arrive today after market close? If so, say good night Gracie to $SPY $AAPL $QQQ and everything. Good night Gracie…
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…”
PC Take – Stickier is the last thing Apple wants to be right now.
$150 or thereabouts will be the short-term top.
If we’re supposed to discount when $AAPL makes negative production cuts to iPhone, why should we pay attention to positive production increases? Seems like investors looking for confirmation bias.
#EPIC Hearing today or tomorrow. Look out below…
Sell signal… Seen this movie so many times. PS – and possible intraday reversal for final nail.
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”
Not good. Down $10…
Apple actually wanted exclusive rights before FTC and Big Tech Wreck showed up.
when they made money, THEY made money. when they lost money, HE lost it. 😂😂😂 GTFOH…
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.”
One of the greatest speeches never heard… “Humility of Purpose” “Build Something” “Credit without Responsibility” “Humility is when you throw everything away in the mission of serving some higher purpose” G-d Bless Tim Cook.
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With their dicks in their hands cause he’s visiting his granddaughter or smoking a bowl. Anyway PEDphiles. Big $AAPL news today. Your welcome. PS – my info is priceless and the cost is on the arm….
EOY 125p Your welcome
Introducing the 21 Chip… Currently accepted in Malibu at Malibu News Stand 23717 PCH, 90265 Bank phone number 272-777-2100 Thanks for playing…
I like these… 11/19/21 125p at 4.60
Buy with confidence. *One year target
$NVDA is the new $AAPL It should replace @nflx in #fang.
The latest Bond is easily worth the $500mm asking price. Looks like $AMZN is just gonna take it all for $8b. $AAPL better buy $VIAC. Soon…
Here comes the narrative battle between buy and sell side. 🍿
Judging the way Tim shit the bed on the Epic stand, Tim should stick to sourcing chips and attending concerts at Rainbow Park. Leave the lobbying to lobbyists. The FTC’s legal staff makes Epic’s look like first year interns.
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…”
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 — 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”
Buy the 4/30 133c and let them exercise.
Take a look… PS – my ex-wife’s divorce attorney is a overstepping fat fuck so this is the small portfolio. I’ll let him charge her $450 a hour to find the other one. I’ll give him a hint tho… 🇨🇭
Ask me anything. http://www.twitch.tv/micabear
146.70 for Apple’s close tomorrow. Big beat…
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”
Apple is ripping $SPOT a new ahole? Yeah, I think so…
Winner gets something. Comment below.
Thanks PED. Let a real journalist and trader take it from here. PAPI CHULO’S TRADING STRATEGY Tomorrow morning, buy any call. Your welcome
Sucking volatility out of the calls is a huge mistake in your favor. Stack…
Buh bye $NFLX
If these are your takeaways from this event, your* a moron.
Down she goes.
The shape of things to come. One more thing coming tho…
He had to look it up? 🤣🤣🤣
Time for calendar spreads. Sell to open this week. Buy to open further out. Stack…