blastdoor
About
- Username
- blastdoor
- Joined
- Visits
- 338
- Last Active
- Roles
- member
- Points
- 6,913
- Badges
- 1
- Posts
- 3,878
Reactions
Comments
-
The China risk for Apple is huge. China is likely to stand up to Trump in more ways than one. I think the probability of a Taiwan blockade has gone up a lot. Apple will survive, but profits and the stock price have a long ways to fall.
-
entropys said: Panic demand being brought forward. An alternative approach would be to just keep existing phones for a longer upgrade cycle. Which has the added benefit of seeing how things pan out. That’s what I’m doing. In general I’m g…
-
Apple should provide transparency about the impact of tariffs on prices by breaking out the tariff cost on receipts, kind of like how the effects of a sales tax are presented. If companies do that, it will clarify for customers the effects of Trum…
-
Apple should start a travel agency that specializes in visits to Apple stores in other countries where people can buy their Apple gear tariff-free and then carry it back into the US.
-
Beware an old man in a hurry. I'm starting to think this really is the hill that Trump is prepared to die on.
-
9secondkox2 said: https://m.youtube.com/watch?v=CAyricurDKg Lots of people — including Elizabeth Warren and Joe Biden — have supported targeted tariffs on adversarial countries combined with other measures, like the CHIPS Act, to support s…
-
anonymouse said: This is delusional, or, to be kind, we can label it "magical thinking". Yup -- that's why I mentioned the Orwell quote. It occurs to me that the Orwell quote also is relevant to AI/LLMs. Much like someone who l…
-
I hope Rapidus is successful. We need more suppliers in this market. There's way too much dependence on TSMC.
-
Wesley Hilliard said: sflocal said: Sounds like a great time for Apple to do a massive stock buyback. Mods... get rid of these political BS comments. If I want that, I'll go to CNN or Fox News. Oddly enough we haven't had to del…
-
xyzzy-xxx said: People in foreign countries stop buying US products because of Trump, this alone will hurt Apple. Yeah, clearly the brand hurt most is Tesla, but the USA brand is also severely damaged, which affects all companies associat…
-
9secondkox2 said: The rest button has been pressed. The system is powered down, but will power up with a fresh set of memory banks. Of course things are rough the day after. But let’s give it time to do what it’s going to do. There’s no argu…
-
As Orwell said, “sooner or later a false belief bumps up against solid reality.” MAGAhats are now getting bruised
-
pulseimages said: blastdoor said: Xed said: blastdoor said: If Trump really sticks to this it will end up being one of the largest and most regressive tax increases in history. It will feel very much like a big sales tax…
-
I think we're missing the obvious solution here -- move production to Russia or North Korea, Trump's allies.
-
Xed said: blastdoor said: If Trump really sticks to this it will end up being one of the largest and most regressive tax increases in history. It will feel very much like a big sales tax hike to most people. I kind of hope he does st…
-
nubus said: 32% on TSMC, 34% or 24% on the camera modules, 25% on displays, and assembly is up by 26% to 46%. There is no way to move production now = the next 5 years everything will be +30% or margins will take a hit. Will production move t…
-
If Trump really sticks to this it will end up being one of the largest and most regressive tax increases in history. It will feel very much like a big sales tax hike to most people. I kind of hope he does stick with it — the people who voted for th…
-
Mike Wuerthele said: neilm said: The (few) people who need the particular features the Mac Pro has to offer probably know that, and aren’t seriously considering a Studio. The M3 Ultra Studio is faster at most tasks than the M4 Max, bu…
-
Current MacBook models rely on Qualcomm-based Wi-Fi chips to connect the devices to wireless internet. doesn't Broadcom make the wifi chips?
-
proline said: It would be a horrifically bad idea for Taiwan to export their latest process to America, matched only by Ukraine's idiotic idea of giving up their nukes in the 1990s. What incentive would the USA have to protect Taiwan if their…