Apple

[Bullitt]

Bill Gates Foundation sold off all shares of AAPL in recent quarter. Half the shares were sold in Q1 so the writing was already on the wall. With his current situation though, the reason for any sells is not certain, and could be simply settling his estate.

 

[bmneveu]

Cathie Wood's funds have sold almost completely out of AAPL and bought more COIN.

She doesn't "invest" in AAPL, she uses it as a cash position, according to one of her interviews.

 

[tsptalk]

Now that's an aggressive fund.

 

[bmneveu]

it really is... switching gears, any thoughts on the new M1 iMac? I think they are going to fly off shelves.

 

[Bullitt]

She doesn't "invest" in AAPL, she uses it as a cash position, according to one of her interviews.

So 1.59 million shares isn't considered investing? What they do is more important than what they say.

https://cathiesark.com/ark-combined-holdings-of-aapl

 

[bmneveu]

So 1.59 million shares isn't considered investing? What they do is more important than what they say.

https://cathiesark.com/ark-combined-holdings-of-aapl

View attachment 49331

I don't see how # of shares is relevant. Maybe "investing" wasn't the right word, but that chart looks exactly like what I would imagine for a cash position of an actively managed, very aggressive ETF.

 

[Bullitt]

Cash is cash. A stock holding is not cash. Only exception is perhaps a money-market ETF.

I wonder if Bill Hwang used ARKK as a "cash" position.

 

[tsptalk]

I use bitcoin as a cash position. :laugh:

 

[bmneveu]

Cash is cash. A stock holding is not cash.

Obviously. What she means is, she uses the position as a short term retreat until the next opportunity presents itself. She does not invest in AAPL longterm or to make a ton of money with it.

 

[Bullitt]

Potential double top in AAPL with target near 50 DMA.

 

[SWAVET]

SMART $ in the move within a week, two separate transactions bought Straddles $145 Oct 2021 worth over $42M betting APPL will have high volatility for more than $12 by October.

 

[tsptalk]

Hmm, either direction, huh?

 

[Bullitt]

Today's 10,429 calls expiring next Friday at $148 strike price leans bullish.

 

[tsptalk]

Apple listened to its most loyal customers and fixed its laptop problems from the last five years

KEY POINTS

Apple’s new MacBook Pro models, announced on Monday, conspicuously lack many of the least popular features from the 2016 design.

They include ports for connecting cameras and displays, and the return of Apple’s MagSafe charger for laptops.

There’s no Touch Bar touchscreen on the new Macs. It’s replaced by traditional function keys that can control screen brightness, media playback, and a big escape key, which is important for programmers.

https://www.cnbc.com/2021/10/18/app...aptop-problems-from-the-last-five-years-.html

 

[tsptalk]

A rare miss for Apple earnings after the bell. It is trading down 5% in the initial after hours reaction.

 

[nasa1974]

A rare miss for Apple earnings after the bell. It is trading down 5% in the initial after hours reaction.

Great for my Apple stock. ;damnit It closed at 2.50% today.

Of course I just order 3rd generation AirPods this afternoon

 

[tsptalk]

Knowing how the market is going lately, it may close up on Friday. :laugh:

 

[Bullitt]

Some updates on the chip situation from their latest report.

We had about $6 billion in supply constraints and it affected the iPhone the iPad and the Mac. There were two causes of them for Q4. One was the chip shortages that you've heard a lot about from many different companies through the industry, the second was COVID-related manufacturing disruptions in Southeast Asia.

COVID disruptions have improved materially across October to where we currently are. And so for this quarter, we think that the primary cause of supply chain-related shortages will be the chip shortage.

AAPL is not the only one supporting government help the chip production. This bill really should be the focus and not the bloated trillion dollar bill we keep hearing about every day.

We also support the CHIPS Act and the investment there to put more investment in the ground. And so, we're spending some time advocating for the CHIPS Act as well.

AAPL has begun pushing out their new M1X chips.

Just last week, we introduced the completely re-imagined MacBook Pro, powered by the extraordinary M1 Pro and M1 Max chips. These are our most powerful notebooks ever with game-changing performance and battery life and the world's best notebook display.

 

[bmneveu]

I bought a lot of AAPL today. The M1 chips are amazing, and the macbook pro should have amazing profit margins because of it. They jacked the price tag on those way up. Also, the new $330 price point iPad is FLYING off shelves.

I think laptop, desktop, and ipad sales are going to shoot up. Hopefully the chip shortage doesn't hold that back too much.

 

[TommyIV]

Apple’s iPhone Successor Comes Into Focus

Apple is developing augmented reality smart glasses that could be sold as soon as late 2022. This could be the next Iphone for the company and is their own step into the competitively growing market. The current top product is Microsoft's HoloLens 2 headset that sells for $3500.