Javert24601

eightzero said:

Please tell me that this isn't because Apple wants to ram (!) AI down our collective throats. Could we please just have non-AI OS support for these machines?

AppleZulu said:

This starts to perhaps support my argument that the home hub itself will be a screen-less, stationary box, like Apple TV, that will provide centralized computational power to enable AI on all home-networked devices, including HomePods, TVs and dedicated home control screens. The J490 screens described here would be comparatively inexpensive portable terminals, networked to the hub. Wall mounts (and other mount options) would give the screens a powered home base, with the idea that a home would have multiple screens distributed to key locations. 

Having a truly Apple-like Apple Home where it all “just works” depends on reliable and convenient user control available throughout the home. HomePods offer distributed voice control, but convenient hands-on control has thus far included the common inconvenience of the user having left their iPhone or iPad elsewhere in the home. Wall-mounted terminal screens inexpensive enough to own a few resolve that problem. 

MonkeyT said:

Mr Six Bankruptcies is now making decisions for one of the most successful business in history.  Great.

You and I may not agree with it, but there is nothing wrong with using the system to your advantage.  (I'm sure you never speed and pay every dollar in taxes that you are supposed to since you are a very upstanding citizen.)  I'm not saying this is how I would conduct my own affairs, but it was legal, and he used the system.

Obviously, banks have no problems with it because they keep lending him money and are happy to do so.

P.S.  If only the US government were run like a business.....

blurpbleepbloop said:

Johar said:

In what bizarro universe are veteran operations guys responsible for design - particularly in a company built entirely on its reputation for groundbreaking design? Why is Apple seemingly so terrified of bringing in new blood? The stagnation and lack of forward looking design ideas is gradually eroding the Apple brand.

Agreed with you that Tim in charge of design is far from optimal. But, regarding bringing in new blood, I think it is extraordinarily difficult for companies like Apple, and maybe more so for Apple in particular, to bring in in effective new leadership. Look at their track record. People that, on paper, looked liked they had all the right checkboxes ticked just have not or did not deliver (and probably cost Apple a pretty penny. In strict monetary remuneration it’s been pretty big bucks but nothing compared to the opportunity costs of failed or stalled initiatives.
Apple does best when it’s able to promote from within, but that appears to be happening less and less as they seem to want to present leadership that looks the part over people that really are invested to making great products.

Chock_Mossley said:

MassiveAttack said:

mike_galloway said:

MassiveAttack said:

randominternetperson said:

I'm going to so be pissed and relieved when, in the near future, Trump "suspends" this one and the price of AAPL surges back. Pissed because the profit all his insider-trader cronies will make; relieved because I have so much invested in AAPL.

I wish I were so confident that his corruption outweighs his idiocy that I could afford to put my money where my mouth is (by acting like an insider trader knowing he's going to orchestrate a market boost for AAPL soon). Instead I'm just going to keep holding on and ride out the Trump chaos.

"the price of AAPL surges back".. LMAO..

Take a valuation. PE (FWD) x28. Single low digit growth while MSFT. META, AMZN, NVDA deliver double digit growth to justify their high PE (FWD). 

Why should AAPL surge with their timid revenue growth? LOL. 

AAPL is under pressure. AI is cooked. Even John Siracusa wants Tim to step down in his recent article "Turnaround". 

But Apple fanboys don´t want to listen that AAPL is under pressure. 

Have fun with tiny upgrades from year to year and you pay way more for iPhones. 

AAPL is and remain the worst performer by end of this year. AAPL can´t surge. This rotten stock can stay low for awhile. 

I agree with you - Trump need to be allowed the time to destroy all American companies (a good start with Apple) in his own special way so the rest of the world can move on without America being a constant pain in the you know where.

It has nothing to do with Trump tbh. 
Wearables sales are declining. It is hardly Trump fault. 
Apple Intelligence is Apple Incompetency. Their on device AI has failed so far. But give Apple one year to fix it although I highly doubt they can fix it. 
Their sales decline + Apple has lost their dominance in China. All these things have happened before Trump era. 

And people justfy that AAPL will outperform? LOL .
For long term investors, yes.. But you could also say to NVDA, Walrmart, Nike etc. that they should be fine for long-term. 

Yes, Apple has had a rough start with their AI, but name one company whose initial AI venture has not been a complete dumpster fire. Have you forgotten crap like glue on pizzas, how people should eat rocks and other crap like that? Personally, I’d wish of Apple didn’t make this big AI push, it’s all a smoke show anyways where so much of it is trained off of stealing people’s intellectual properties

9secondkox2 said:

Stupidest thing I e ever heard. There’s no “improvement” button just sitting on a desk somewhere being criminally neglected. 

No one is forced legally to make the best product out there. If so, Google and Microsoft wouldn’t exist. 

Frivolous lawsuit. 

Sometimes something just doesn’t work out - especially when you’re trying to do things ethically and not spying on your users all the time. 

StrangeDays said:

sdw2001 said:

davidmalcolm said:

I suspect that Apple is really regretting not kicking both Truth Social and Twitter off the App Store. 

Tim got played by the right wing goons and now he’s trying to keep them from doing irreparable harm to Apple’s long term future. 

Don’t get me wrong, I like Tim as much as I can like any Billionaire. But it wasn’t the working class who rigged the system so that the only options were a disingenuous lady who couldn’t even say genocide was bad, and a geriatric baby who can’t remember what he said last sentence let alone last week. 

Apple could have been pushing Biden for more reforms that would have benefitted society. They could have been working with their unions. Instead Apple like everyone else kept acting like America could keep eating its own tail and it would never get to the head. 

And honestly now it’s too late for Tim to fight back in any meaningful capacity. The only thing that will give America a chance of avoiding complete collapse in the next three years is a heart attack, stroke or some other surprise illness. Or at least something that looks like one of those. 

America’s debt to GDP is out of control and the politicians want to slash taxes for those who need it the least so they can make… more innovative… restaurant delivery apps? 

The politicians are acting like they can squeeze the working class more to dig themselves out of the debt crisis that they’ve been fostering for decades.

America is being sacrificed on the alter of Reaganomics. 

I completely disagree.  I realize it's more than fashionable here to trash Trump, the tariffs, etc.  But the reality is that our trade policy has been a nightmare for decades, particularly with China.  We had been operating in the 20th-century paradigm, both for China and the rest of world.   For the former, the theory of the case was "free" trade (which was nothing of then kind) would enable economic growth in both countries, but that China would liberalize as its prosperity grew.   In fact, China went exactly the opposite way.  China has become more closed, more authoritarian, more corrupt and more aggressive.  For the latter, our policies were stuck in the post-war mentality, when Europe was devastated and we were helping them recover.   

What Trump is doing is resetting these relationships.  His plan should now be obvious to anyone who doesn't have--pardon me---"derangement syndrome."  That goal was to triangulate China into changing the way it does business...from tariffs, to non-tariff barriers, to theft of IP, etc.  Secondarily, the goal was to improve terms with our other trading partners or "allies."   As a supporter of the president, I have to admit that I didn't really understand the strategy of going after allies as well as foes (or frien-a-mies.).   After all, why not just target China and go the opposite way with allies?  Why not treat them in a more conciliatory way, but go hard on China?  

However, as deals with India, the UK, Vietnam  and others took shape, it dawned on me.  Trump hit everyone hard (but China harder) and then proceeded to quickly work on deals with those friendlier nations.  He was able to largely correct (or is in process of correcting) the trade problems we've  had with our allies, and leave China--pardon me again---standing with its junk in its hand.   It explains why they are now negotiating and willing to stand down.  Their economy is getting hammered, millions are unemployed, factories are closing....and Trump is running around making trade deals with everyone but them.  

I'll admit it's been somewhat chaotic.  Wall Street hates tariffs.   But we're already seeing the results.  Debt growth has slowed dramatically.  Inflation is nearing the 2% target.  Prices of staples (such as eggs) continue to fall.  Ditto on energy prices.  Private payrolls are showing solid growth.   Even last quarter's GDP reduction (-.3%) was misleading, as companies like Apple rushed to import goods before tariffs kicked in (this reduces GDP in the calculation).   

You've railed against debt, tax cuts, Reagannomics, etc.   Briefly:  

Debt:  We agree on the scope of the problem.  I would think you'd support things like DOGE, energy development, tax cuts for economic stimulation, etc.   I'd certainly think you'd realize both parties have historically been a nightmare on this issue, but that the Democrat party is currently far, far worse (just take 2021-24 alone).   

Tax cuts:  I don't know where this notion of "squeezing the working class" and "tax cuts for the rich" comes from, other than the Democrat party propagandists and their media allies.  The Trump tax cuts benefited the lower and working classes more than the wealthy.  That is simply a fact.  Another fact is that Trump and the GOP are considering actually raising taxes on the wealthy in the planned extension (reconciliation) package.  

Reagannomics:  I'm not sure I see the connection.  I also have my doubts that you have a full understanding of what "Reaganomics" even was/is.   You've no doubt been told (as nearly everyone has) that it was cutting taxes on the wealthy, slashing welfare and healthcare, and giving "tax breaks" to evil corporations and the mega rich.  Sound familiar?  I wonder why?  

This is nonsense. Tariffs remain higher than January, prices are higher than January, and it’s entirely self-inflicted. Tariffs are 100% a tax, paid by consumers to the US-based importers who pay them first. The Trump admin can’t even make up its mind if the tariffs are designed to cause pain and bring domestic manufacturing investment, or temporary negotiating tactics. It can’t be both. So they go back and forth, speaking out of both sides of its mouth on this. Meanwhile this is pure chaos that damages our portfolios and causes great unease in the markets, for reasons which should be obvious to you. 

If you don’t know where the tax cuts for for the wealthy are, what can I say, you haven’t been paying attention. He did it last time and will try it again. The middle class continues to get squeezed as our costs for things like healthcare go up and up with no relief in sight. GOP cuts so-called “entitlements”.  GOP votes against things insulin caps and other regulation designed to help the working class despite the loss of additional profit to wealthy corporations. Entirely departments of services are being cut by Musk, claiming they’ll be pushed down to the states, and yet our federal income tax remains the same, while we get less for it. States will be forced to cut services or charge more income tax. This is very standard and well understood stuff. The wealthy top percentage have added billions more to their hoarded wealth while minimum wage and general wages have remained stagnant. Your ignorance is bliss, I guess.