Locator: 48789AAPL.
AAPL:
- has lagged the tech sector ... by a lot;
- Apple re-looking at AI; perhaps not the "best" solution but it may be "just good enough";
- 2.35 billion active devices around the world;
- has every niche covered: desktops, mobile, Hollywood,
- one of the most-shorted stocks in the Dow -- short squeeze adding to the surge?
- generally not well-liked by most Wall Street analysts; has a cultish feel
- tariff issues; could get relief this afternoon
A reader asked when BRK sold Apple shares. From ChatGPT, a very, very long, note, this as the summary:
500 million shares at $205.60 / share at the open: today, up 5.89%.
- $102,800 million x 1.0589 = $108,854 million.
- $6 billion delta?
- Needs to be fact-checked. I often make simple arithmetic errors.
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Disclaimer
Brief
Reminder
Briefly:
- I am
inappropriately exuberant about the Bakken and I am often well out front
of my headlights. I am often appropriately accused of hyperbole when it
comes to the Bakken.
- I am inappropriately exuberant about the US economy and the US market.
- I am also inappropriately exuberant about all things Apple.
- See disclaimer. This is not an investment site.
- Disclaimer:
this is not an investment site. Do not make any investment, financial,
job, career, travel, or relationship decisions based on what you read
here or think you may have read here. All my posts are done quickly:
there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
- If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- Longer version here.
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The Book Page
This week's poolside book: The Immortal Game: A History of Chess or How 32 Carved Pieces On A Board Illuminated Our Understanding of War, Art, Science, and the Human Brain; David Shenk, c. 2006.
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The Movie Page
In the past 24 hours, I am now watching Casablanca for the third time.
So, I was curious.
ChatGPT prompt:
I'm curious, there is no correct answer. But "at the end of the day," as they say, which, in your opinion, is the better movie, "Casablanca" or "Citizen Kane"?
Yes, two different genres, but Friday night, what would you rather watch again? And, just to make it a bit tougher, so it's not binary, "Tinker, Tailor, Soldier, Spy."
Of the three which would you recommend for this Friday night for someone who loves all three movies and has seen all three several times.
ChatGPT reply: a long note, and bottom line -- Casablanca.
