Locator: 51795AAPL.
Tag: Apple
Monday, September 21, 2026
Today -- AMD Hits $1-Trillion Market Cap For First Time -- September 21, 2026
Locator: 51794AMD.
AMD: at the close today -- $615.
I first started a position in AMD when AMD's CEO was on the front cover of Barron's, June 19, 2019. AMD was trading for about $32 / share that day.
AMD: at the close today -- $615.
The $1-trillion club:
Top Ten Trillion-Dollar Companies
- Nvidia (NVDA): ~$5.1 trillion (at close, Sept 11, 2026: $5.26 trillion)
- Alphabet (GOOG/GOOGL): ~$4.47 trillion (at close, Sept 11, 2026: $4.31 trillion)
- Apple (AAPL): ~$4.38 trillion (at close, Sept 11, 2026: $4.58 trillion)
- Microsoft (MSFT): ~$2.82 trillion
- Amazon (AMZN): ~$2.63 trillion
- Space Exploration Technologies (SPCX): ~$2.43 trillion
- Taiwan Semiconductor Manufacturing (TSM): ~$2.1 trillion
- Broadcom (AVGO): ~$1.96 trillion
- Meta Platforms (META): ~$1.47 trillion
- Micron Technology (MU): ~$1.28 trillion
- AMD: $1 trillion -- for the first time, Monday, September 21, 2026
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AI Spending
AI Spending
Bakken Data -- For Tuesday, September 21, 2026
Locator: 51793B.
The world's most educated man: link here.
Something to consider: how to power LDCs ... quickly ... companies can't wait ... link here.
Market -- just before the close, Monday, September 21, 2026 --
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Back to the Bakken
WTI: $92.64. Hope springs eternal.
New wells reporting:
- Wednesday, September 23, 2026: 47 for the month, 127 for the quarter, 484 for the year,
- 41731, conf, BR, HBU Hazel 10S MBH,
- Tuesday, September 22, 2026: 46 for the month, 126 for the quarter, 483 for the year,
- 41723, conf, BR, HBU Hazel 5N MBH,
RBN Energy: pending.
What Happened On/About March 31, 2026 / April 1, 2026 -- Posted September 21, 2026
Locator: 51792INVESTING.
From an earlier post just hours ago ...
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So, Where Are We?
So, Where Are We?
Look what AAPL did today, in September:
More importantly look what AAPL has done in a year:
Now take a look at AMD, one day and one year charts to go along with the Apple charts above.
The question is raised: what happened on/about March 31, 2026 / April 1, 2026, that caused both stocks (and I assume many others) to start climbing rapidly. AI's explanation here, link here. Link: https://share.google/aimode/Tj5fUnsR5s5aKC1Og.
Apple -- Returning Value To Its Shareholders -- September 21, 2026
Locator: 51791AAPL.
Earlier today a reader sent a note regarding Apple's dividend. Tonight, coincidentally, Jim Cramer did a full show on a retrospective review of Apple starting with a re-airing of an interview with Tim Cook back in 2016. "Every" topic was covered in that full hour.
The interview reminded me of Apple's stock buyback program. John Turnes has his hands full to do what Tim Cook did.
Quick: name the CEO of Apple's #1 competitor.
Query: in addition to its dividend, does Apple (AAPL) still have one of the most aggressive stock buyback programs of any established company?
Reply: read, re-read, and re-read that first line -- yes, Apple still runs the largest and most aggressive stock buyback program of any public company in history. In history. In history. That would be even bigger than what Warren Buffett has done -- and BRK pays no dividend.
Tim Cook's buyback program was so big, any number of analysts over the years accused Tim Cook of manipulating the price of AAPL stock by tweaking his buyback program.
The most influential business men right now are President Trump, Jensen Huang, and Elon Musk. Add Tim Cook to that group.
Quick: name the CEO of Apple's #1 competitor.
I did not follow up with any additional queries. Tim Cook and I are on the same page.
That full hour should be required viewing by all business schools and all investors.
Apple is an n of one. Period. Dot. Full stop.
With regard to services and derivatives from that, hat is the current installed base of Apple's products. I believe not long ago it was 2 billion; then 2.5 billion. Any update?
Reply:
And we haven't even touched on Apple's "Edge" model. Unique among its peers / competitors.
Back in 2019, Tim Cook talked at length about why folks don't upgrade. Tim Cook was not concerned. It was a very, very, very long conversation but one could see the seeds of a subscription service that Tim Cook introduced. Now, seven years ago, it appears that Apple is taking the "subscription service" and placing it on steroids.
I know where he needs to go next. LOL.
I'll give you a hint: folks not upgrading because of the cost. They're not upgrading for myriad number of reasons. Apple will gradually address each of those reasons, but it takes time.
Link here for further discussion on this subject: https://share.google/aimode/N6VofaVYcEhb7xsgY.
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So, Where Are We?
So, Where Are We?
Look what AAPL did today, in September:
More importantly look what AAPL has done in a year:
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