Apple Stock (AAPL)

The amazing thing in particular about Apple AAPL is that people are now paying 33x earnings for a 49% profit margin, a company record, and Tim Cook told us it's going lower in coming quarters because of skyrocketing component costs. Position: None

Good Morning! Time to rock. The Fed. Powell. The War. The hyperscalers. PCE inflation later. Personal Income & Spending on the way. Apple AAPL too. You kids better hurry up and get those push-ups in. Coffee, push-ups (or whatever is reasonable for you), repeat. Rock and roll. We ...

From JPMorgan: US: Futs are higher. Pre-market, Mag 7 are mixed: AMZN +2.8%, META +0.6%, AAPL -0.4%. Apple announced its new CEO after yesterday’s close (John Ternus will become the CEO effective September 1st); AMZN announced it will invest another $25bn in Anthropic ...

* Amazon remains our only investment in large cap technology * The share prices of the MAG7 "Generational Compounders" remain in a clear downtrend... It may seem to you that I'm acting confusedWhen you're close to meIf I tend to look dazed, I've read it someplaceI've got cause to be There's a name ...

* The U.S. launches an attack on Iran over the weekend... Though it has been only two months since I delivered my 2026 Surprise List - a majority of my 10 Surprises have already occurred. From my 10 Surprises from 2026 :…