Apple Stock (AAPL)

Given the magnitude of the recent decline in equities I don’t really have a strong view of the market over the very near term. Here are some general observations and thin reed indicators that suggest today’s move may not be extended that much: * Private equity stocks ($APOL, $KKR and $BX) are awful. * For that …

Upside – $BLZE +34% (Q3 beat as B2 cloud-storage growth accelerated to 47% and large AI and core-workload agreements expanded) – $AEIS +12% (record Q3 and strong Q4 guide on semiconductor and data-center power demand) – $LSCC +11% (record Q3 beat and strong Q4 and 2027 outlook on AI-data-center FPGA demand) – $GRAB +10% (Q3 …

I will write it again — I was an idiot for covering my Apple ($AAPL) short: Mea Culpa I made a big mistake covering my Apple (AAPL) short on Friday! Position: None BY Doug Kass · Nov 2, 2026, 1:13 PM EST Apple’s shares are down by another -$13 to around $325. Position: None

I made a big mistake covering my Apple ($AAPL) short on Friday! Position: None

Here were Friday’s things: * I initiated trading long rentals in $AMZN at $225.56, $BABA at $98.70, $GOOGL at $279.56, $META at $615.36, $UBER at $65.18, $NFLX at $62.08 and $MSFT at $524.50. * I initiated trading long rentals in $BAC at $50.12, $C at $122.02 and $WFC at $83,73. * I covered my $ARKK short at …