Thursday, September 3, 2026

AAPL Update -- Thursday, September 3, 2026

Locator: 51642BALLMER_REDUX.
Locator: 51642DAN_NATHAN.
Locator: 51642AAPL.
Locator: 51642APPLE.

Market today: and WTI at $92.

It's "software versus semis" today.

And then there's Apple. In a sector or one.  See this link. 

Ticker AAPL

Dan Nathan said to short AAPL ten days ago on "Fast Money."

Link here: sounds like Ballmer discussing Apple's iPhone. At least Dan is consistent. This has been his message day in, day out. Like Ballmer on YouTube I can listen to this over and over and over. Speaking of Ballmer, see this link.


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Disclaimer

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. Now, I've added Amazon. And QCOM.
  • Longer version here.