red oak

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red oak
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  • Tim Cook isn't going to get fired, and Steve Jobs isn't rolling over in his grave

    Cook needs to get rid of all DEI at Apple.   It is a cancer that kills internal culture and allows 2nd tier employees to exist at the company.  Apple still has "Racial Equity and Justice" and "Inclusion and Diversity" links on its home page.   It is disgusting 

    Competitors are  moving faster, more aggressively, and only care if an employee can deliver results.    While Apple is primarily focused that everyone, regardless of talent, is "included". 

    This is going to kill this company 
    Wesley_Hilliardmuthuk_vanalingamNYC362AppleZuluthtmacxpressbaconstang
  • Apple's early 2026 product lineup to include iPhone 17e, Studio Display, iPads

    So, Apple decided to basically take FY 2025 off?

    This company has lost all sense of urgency.   Spending time and resources on the F1 movie is a joke   
    williamlondon
  • Tim Cook isn't going to get fired, and Steve Jobs isn't rolling over in his grave

    I could nitpick this article, especially the phrase "Apple Intelligence has seemingly stumbled." 

    But overall, the article is very good and level headed.    Everyone needs to calm down about Siri, and let's see where Apple is on it 12 months from now 
    williamlondonlotonesblastdoorargonautjibVictorMortimerbaconstang
  • J.P. Morgan trims Apple stock target to $230 citing iPhone & Services weaknesses

    davidw said:
    It shows that Apple is and will always be an iPhone company. Their service growth is maybe 10% ~ 11%. 
    Their iPhones get uglier with 17 series. 
    Apple fails to convince consumers why they should upgrade their phones regularly. Their Apple Watch series have no major improvements. It is really a huge disappointment that Apple Watch X did not get any huge improvements for the 10th anniversay. 
    Siri is a fail. I bet Siri will not be ready next spring. 
    Apple Intelligence is rather Apple Incomeptence with Genmoji bulls*its. 
    In any departments, you get news about delays. 
    Tim Cook... Sure that he is still the right guy? His mismanagement needs to be punished.

    I would not be surprised if AMZN and GOOG(L) surpasses AAPL sooner or later in terms of the market cap. 

    AAPL investors must be frustrated while NVDA, META, MSFT heading to ATH. 

    Tim Cook needs to step down. He makes Apple just.... rotten Apple. 


    Why? Neither Nvidia, Meta or Microsoft competes with Apple. Nvidia makes chips catering to AI and Intel would a competitor.  Meta main revenue comes from targeted ads and Google would be their main competitor. Microsoft main revenue stream is now from supplying IT software and infrastructure to corporations and they have become the new IBM. Apple do not sell the chips they make, have a significant amount of revenue from targeted ads or rely on generating revenue from supplying IT software and hardware that corporations needs. Their stocks rising have no affect on AAPL. The only frustration that AAPL investors might have is if they didn't invest in these stocks a years ago. Of course any investor would be frustrated for not investing in these stocks years ago. But many AAPL investors might also be investors of NVDA, META and MSFT in order to diversify their portfolio. After all, even if these stocks are in all in Tech, they compete in different sectors and not with themselves or Apple. There is no investment rule that say that if you invest in AAPL, you can't or shouldn't also invest in NVDA, META and MSFT.

    Not everyone in this forum is an investor in AAPL or even an investor at all. So there are probably just as many people here that are frustrated that didn't invest in NVDA, META and MSFT years ago, as there are non investors that are frustrated that they didn't buy stocks in AAPL.

    I hope you aren't giivng anyone advice on stocks investing because you sound like someone that don't know a thing about investing in stocks.
    Different business models. I understand. But are they different otherwise? I don't know. They are compared to each other. That's why the market calls them "Magnificant Seven". 
    People may agree or disagree, but this is the sentiment right now that the market compares their performance to each other.
    AAPL investors may have NVDA, META, MSFT, NFLX or others, but if AAPL was bullish with others together, their portfolio would be richer. 

    The stock performance reflects the current company situation. The market may be wrong, but is the market wrong RIGHT NOW? 
    I think people deserve to complain on Apple's current strategy.
    In stead of delivering their product, Apple keeps yelling why they are late with Siri etc. All these bulls*its sound like an excuse.

    When I told my 64 years mom (using iPhone 13 Pro Max) that she may need another phone, she asked me what´s her benefit by going from 13 to 16. 
    I thought about it. But actually, I don´t have any valid points why she should upgrade it. 
    In stead of that, I bought her an iPad NOT because she needs an upgrade, but because she did not have one before. 
    But now, she does not need to upgrade an iPad for next 5 years because I probably think that Apple will not bring out some major upgrades for iPad.

    Their AI features are useless and craps. But in stead of showing their effort how to fix it, executive m*rons rather hang out with F1 movie stars while other peers do spend their times with AI talents for the future (If it will be a major success or not, it is another question). 

    I don´t blame on failed car project, because Apple showed at least that they tried something. But now, Apple wants to be a healthcare company (althought they lost against lawsuits because they abused others´ patents), Apple wants to be a media company (F1 with Warner Bros.. Dying dinosaurs) etc. 



    My issue with the Apple Car is they let it go on for so long and ramped up the resources several times.  That is bad for company morale, resources and focus.  The constant go/no go kills company culture.  They could have achieved the same result just keeping it at a 200 person size R&D team


    danox
  • J.P. Morgan trims Apple stock target to $230 citing iPhone & Services weaknesses

    The misses for Tim Cook are piling up.    Apple Car 10 year fiasco, Siri, AI, China over reliance, App Store mis-management, No new product category for 8+ years, wrong satellite strategy, 5 years of flat revenues, no bold goals or new intiatives 

    The whole management team feels old and slow.  They are getting outpaced by META for God’s sake. 

    When was the last time Apple announced big new initiatives in Education, Business, or Health?   When was the last time they had a product event - October?    They have spent more time on the F1 movie than anything else over the last year 

    They need to wake the F up 
    MassiveAttackdanoxjellybellymuthuk_vanalingamgrandact73