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Monday, September 11, 2023

Monday, Monday -- September 11, 2023

Locator: 45606TECH.

Qualcomm: speaks volumes about shortage of chips. Link here. [Later: jumps 4% today.]

Dollar club: no longer. Prices have doubled. Now it's the two-dollar club.

I remember when Harry's Shave Club -- or whatever it was called -- sold high-end blades for $1, shipped free to one's house? It's been at least a year now or so that the blades have doubled in price to $2. I was reminded of that when I heard a Harry commercial still griping about the high cost of blades. So, fact check.

Tesla: now a Buy, up from Hold, over at Morgan Stanley. Link here.

Size matters: the iPhone Mini -- one of Apple's most popular phones may be discontinued. We will know tomorrow. Link here.

Before Apple, I had a Nokia flip phone -- which I really enjoyed. When I switched to an iPhone years ago, I looked for the smallest and always bought the smallest -- easier to keep in my pocket. But I recently bought the new iPhone SE, slightly bigger (?) and I love it. Interestingly, I am starting to find that I do prefer a bigger screen. I often take my large-screen iPad to sporting events because the camera / video is so much better. 

I don't think the mini will be missed.

Apple will see bigger margins on bigger phones.

Rumors: the new iPhone 15 will be $100 more expensive. Analysts will be upset but sales won't be hhurt by the higher price -- if nothing else, the higher price gives retailers like Walmart and Amazon an opportunity to sell them at a lower price, spurring sales.

Costco: link here. Note date of article. Probably not much change(d) over the years.

  • balsamic vinegar
  • olive oil
  • bacon
  • eggs
  • maple syrup
  • butter
  • saffron
  • quinoa
  • Virginia peanuts
  • peppercorn

Buc-ee's: just in time for Halloween.

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