Wesley_Hilliard

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Wesley_Hilliard
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  • $15 million truckload of Apple & AMD products stolen in Nevada

    Wesley_HilliardWesley_Hilliard
    Not sure why this needs said, but there's no reason to post a link that's already in the story.
    ronn

  • To no one's surprise, politicians are wrong about iOS 26 message filtering

    Wesley_HilliardWesley_Hilliard
    602warren said:
    So, if Im reading this right, it means that if I meet someone out at a conference and hand them a business card and they text me: Hey, its Stephanie from the conference... this is going to end up in the 'Screen Unknown Senders' area. Same with: Hey its Larry, got your info from Steve J. and wanted to reach out about working together... Or am I totally getting this wrong? Both of those situations are one in which they are not in my contact list and I have never responded to a message from them before.

    I like that there's a badge in the top corner to at least alert you to the messages, but this doesnt help the large group of people who leave unread messages/email badges on their phones long term. (Personally the unread alert/message badge drives me wild) So this will all be interesting to see how it all shakes out.
    Can always configure it in Settings. I believe these kinds of messages are detected as unknown humans can be set to put a red notification badge and show up in the regular Messages section as a "personal" flagged unknown message. If the user doesn't interact in that time, it's then moved to Unknown Senders and a blue notification is shown in the top corner. Though it's not on by default, I did turn it on for all categories. I like how it handles the triage and auto sorting.
    602warrenjas99

  • To no one's surprise, politicians are wrong about iOS 26 message filtering

    Wesley_HilliardWesley_Hilliard
    eightzero said:
    AI care to comment on the impact to polling? 

    https://www.electoral-vote.com/evp2025/Items/Aug07-5.html


    Yes, we've written two stories about it. In mine, and I still stand by this, I said that political parties need to find a new route that doesn't rely on unsolicited texts. Get permission to put people on mailing lists, educate people on how to add numbers to Contacts. Door knock if you have to. Hold town halls and explain the new system. Develop an app where users can donate directly. Get people's permission outside of voting centers. etc. 

    Spamming users with texts to collect millions from people susceptible to the scammy tactics utilized by these pollsters (whales) that can donate in the six figures each is terrible. If that's how your party gets money, either cease to exist or do better. (This isn't a one side or the other issue. I wouldn't want a text from any party that I didn't explicitly provide my number and ask for texts).
    muthuk_vanalingamjroyjas99

  • Apple's iPhone manufacturing plan hit by Trump doubling tariffs on India

    Wesley_HilliardWesley_Hilliard
    Kuminga said:
    Kuminga said:
    Kuminga said:
    Kuminga said:
    Kuminga said:
    Anyways

    we will see. You might be right , no exemption but we have people in our building who feel otherwise 


    "Feel" isn't what you'd call "fact." 

    If you do in fact do this for a living, and I have no reason to believe that you don't, then you know that Apple stock is mercurial, based on very little at all. Please, WWDCs of the past impacting the stock price MORE than today? What a joke.

    We've seen bigger price excursions based on less tangible news than $100 billion investment in the US.
    Apple stock has not participated in the post liberation day rally, in fact it has retreated while other names have soared .

    It’s been a hated name in a bull market last 3 months .

    so for a stock with this back drop to be moving this much , it has to be something material. And yes we do go by feel and sources quite a bit , otherwise , if we always wait until things are annoyed on CNBC, it will be too late. That is when we sell the news .

    Your post above actually made my point for me.

    as we write this , we are getting more confirmation that Apple will indeed be exempt from Indian tariffs 
    That's not what I'm implying. I don't imply. You're welcome to believe what you want, of course. If you think Apple stock needs "something material" to move by 5%, I don't know what to tell you. I've been at this gig for 13 years in public, and 10 years in private before that, and I can tell you, "material" has very little to do with it.

    "Largely unaffected" does not mean it will be paying the 3% tariffs from India it paid on April 1, assuming that the "White House staffer" isn't just lying about it, like both parties routinely do.

    We'll see what gets announced.
    Nobody is paying 3 percent despite people saying Trump is Taco and because average Tariffs is now 18 across the board.

    large unaffected is from the original 25 percent, they are exempt completely from the new 25 percent given to India today for buying Russian oil.

    The latter part is why the stock is moving the way it is.

     
    Right, so what the White House said about "largely exempt" is lies, and in line with what Cook predicted for a tariff hit in this quarter.
    Lies? Negative.

    Apple won’t be paying any tariff as of right now. Other industries will be. Our view is the most tariffs will be absorbed by more foreign companies as they will need to access American market .
    Your view is absolutely, utterly, demonstrably wrong. 

    The proof is in what Apple, WalMart, and more have said publicly. If you need more proof, Tim Cook himself has said that Apple has already paid $800 million last quarter in extra tariffs that it wouldn't have had to pay had this not started, and will pay $1.1 billion in this one. Apple is ALREADY paying more in tariffs. I have no idea where you get "won't be paying any tariff."

    I get that you like the president. This is not a good deal for Americans or American businesses, and no amount of you sugar-coating it makes it so.

    It is an extra tax that the administration insists the exporting country pays. They have not to date, and probably won't.
    I like his policies , 100 percent. And judging by the last election , I am not alone.

    i am not going to argue with you as you have a certain “CNN / NY Times “ view on things so we have to agree to disagree 


    Bottom line

     As I said yesterday before the announcement, Apple will be avoiding almost all tariffs going forward. Whatever is left will be absorbed by the foreign company since they depend on Apple and US market 

    As for other products ,

    Exporting countries and  companies will absorb most of the tariffs because they need the American market

    US Companies like Costco will ask for a tariff discount ( mark down equal to tariff rate) to take products going forward , if Chinese companies at 25 percent tariff  isn’t willing too, maybe Vietnam will at 20 percent, or maybe EU at 5 percent will step up. They will fight it out for access to American market .

    Thatbis largely how things will work going forward .

    i will be happy to revisit this in 1 year to see who is right 
    The United States brought in about $100 billion in tariff revenue in the last five months. $30 billion in the last month. 3 times as much as was brought in last year. And it's just sitting in the treasury not being used for anything for some reason.

    That money has primarily come from consumers pockets in the United States. Prices on goods are going up and a steady increase is going to turn up sharply this month thanks to renewed high tariffs starting today. 

    And while there's some discussion about putting it towards our massive $1.3 trillion deficit this year (less than 1%). It's also discussing stimulus checks, which would act as a kind of tax refund since the government is just giving consumers the money they took via tariffs back, which could trigger a recession.

    It's a really bad situation for our economy, and it seems the only way to fix it is to go back to our old tariff system and re-establish what was one of the strongest global trade economies in recent years.

    Companies aren't paying the tariffs. There's no evidence of that. But there is plenty of evidence in people paying the tariffs as prices go up. Walmart is warning of significant prices ranges, Procter & Gamble will also be raising prices, and goods like coffee, beef, and lumber continue to go up in price. Once these India tariffs and the new semiconductor tariffs kick in, our electronics (minus Apple) are about to get much more expensive too.

    And with the global economy in shambles because of the unnecessary tariff war started by the United States, customers have less money to spend on extras like smartphones and vacations, because they're struggling to pay for basic necessities. The United States economy has gone from one of the strongest in the world to this pitiful state in just eight months. There are fewer jobs, the overall economy is down, the dollar is weak, and goods cost more.

    These aren't some liberal agenda, they're numbers. I don't know how people argue with numbers.

    And even if you don't like numbers, Trump's Treasury Secretary just said that tariffs are paid by the importers in the United States and can choose to pass that cost on to consumers. So much for tariffs being paid by the other countries.

    And if for some reason Trump's administration publicly saying so and the numbers showing it isn't enough to show that tariffs are paid by consumers in the United States, I don't know what to tell you.
    muthuk_vanalingam

  • Apple's existing U.S. manufacturing partners main beneficiaries of new $100B investment

    Wesley_HilliardWesley_Hilliard
    I don't know why I need to say this, but this thread isn't about Australia, Ukraine, or Hamas. Stay on topic.
    jrfunkgrandact73