4aapl
Moderator
Posts: 3,622
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Post by 4aapl on May 23, 2019 13:51:16 GMT -8
never-Tesler (never-Musker? ) Some of the actions and some of the history I've read make me believe that Musk isn't in it to make money, but rather to change the world. He's said as much with SpaceX, of speeding up the process of getting someone to Mars. Likewise, the opening up of patents that they get. With that mindset, Tesla (and Musk's other companies) makes a lot more sense. Sure, they have to make enough money to stay in business, which they sometimes look to struggle to get done. But with a cult-like following, they can borrow money, both directly and indirectly. How many places get huge multi-year deposits, interest free? And how many years forward has Tesla pushed making electric cars more mainstream? But, changing the world and trying to get to positive doesn't make it a great acquisition for the likes of Apple. OTOH, if their valuation wasn't so high, I could see a different car company purchasing it in hopes of making a luxury brand level and rebranding themselves.
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Post by Lstream on May 23, 2019 14:00:15 GMT -8
Yesterday, the BBC got its hands on a leaked memo from British chip designer ARM Holdings telling staff it’s suspending business with Huawei. The move, a direct result of the White House-led trade/tech crackdown on Huawei, is bad news for the embattled company. In the West’s orbit ARM’s headquartered in the U.K. but has eight offices and over 1,400 employees scattered across the U.S. The company memo said ARM component designs have “U.S. origin technology”—from Texas and California, for example. What this means: Since ARM doesn’t fall under the U.S.’ 90-day reprieve of some Huawei restrictions, it’s clear the U.S.’ export ban is reverberating across the Atlantic. ARM is in your arm You may not have heard of ARM until today, but its licensed tech is in the smartphones, intelligent sensors, and connected cars all around you. Think of it like this: ARM is the George R.R. Martin of chips. It's the brainiac that designs the blueprints and writes the instructions for efficient, high-powered microprocessors. Chipmakers then run the capital-intensive foundries that build and install them. ARM licenses its designs upfront to clients like Apple, Samsung, Nvidia, and Qualcomm and reaps the royalty rewards. It has a stronghold in the mobile processing device space. According to Nikkei, its tech can be found in over 90% of mobile devices. Bad news bears Without ARM’s designs and IP, Huawei can’t build smartphones. Many companies can build chips, but there’s only one GRRM of chip designs (and it’s ARM). Where we are: This is a bigger deal than the Android ban on Huawei. If ARM’s policy isn’t reversed or revised—a big if, since we all know how fast things move in 2019’s tech cold wars—it could be a death blow to Huawei. The R&D required to replace the foreign chipmakers Huawei relies on would take years...and obscene amounts of money. Jesus, this basically kills their phone business. I sure hope that all the suspicion about Huawei is grounded in reality. Because the coming shitstorm and retaliation by China is likely to be fierce, whether or not Huawei is guilty as charged. If they are not the threat they have been made out to be, then all kinds of businesses and shareholders of target companies like Apple are going to suffer for nothing. Yuck. This has the potential to be brutal for Apple shareholders. I am doing some selling tomorrow.
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4aapl
Moderator
Posts: 3,622
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Post by 4aapl on May 23, 2019 14:15:54 GMT -8
Jesus, this basically kills their phone business. I sure hope that all the suspicion about Huawei is grounded in reality. Because the coming shitstorm and retaliation by China is likely to be fierce, whether or not Huawei is guilty as charged. If they are not the threat they have been made out to be, then all kinds of businesses and shareholders of target companies like Apple are going to suffer for nothing. Yuck. This has the potential to be brutal for Apple shareholders. I am doing some selling tomorrow. I agree with all of that....except I was thinking about doing some buying. Sure there's some risk, but it's these wall of worry things that sometimes push a stock further than it really should, giving a great opportunity for one with long term plans. Shares are good. But it's been a few years since I've played with options... Stay safe out there, but be opportunistic when warranted. That might make a week or 2 from now a better timeframe, even if it might not be the lowest price.
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Post by Lstream on May 23, 2019 14:19:08 GMT -8
I will be selling shares. Not playing with options.
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walterwhite
Member
"I am the one who knocks!"... Albuquerque, NM
Posts: 346
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Post by walterwhite on May 23, 2019 14:34:06 GMT -8
hahaha... wow dude that's below the belt!
Woah, sorry if it came off like that. I 100% didn’t mean it that way. My intent was to say that I made a point (along with the merit, btw), and heard his point, and would like to leave it at that, bc I’m sure we both have strong reasoning. And I don’t want to take time going back and forth on a forum. Hope that is clearer, and if not 🤷🏻♂️✊🏻✌🏼
oh... 😳
umm... sorry... 🏃💨 (runs away in shame)
got it... 'agree to disagree' sort of thing.
Also, you have cool emojis... i felt limited by the selection here, didn't realize you can use external ones... I'm ready to bring some serious discourse to this forum! 🤪
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Deleted
Deleted Member
Posts: 0
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Post by Deleted on May 23, 2019 15:10:39 GMT -8
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Post by sponge on May 23, 2019 15:37:25 GMT -8
Too busy to post
Lots of concern around here for such a small correction
China is an issue, but Apple has even bigger issues.
Let’s see how many are left when we are sub $100 next year.
When Trump gets re elected all those liberals here will blame him for Apples problems.
I see TC as the problem not Trump.
Signing out and happy to be in cash.
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walterwhite
Member
"I am the one who knocks!"... Albuquerque, NM
Posts: 346
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Post by walterwhite on May 23, 2019 15:42:40 GMT -8
Too busy to post ... Signing out and happy to be in cash.
How are your weekly $190 calls doin'? impeccable sense of timing, as always... $140 puts turn to zero, $190 calls turn to zero... I know these are small trades, but still
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Post by sponge on May 23, 2019 15:57:00 GMT -8
Too busy to post ... Signing out and happy to be in cash. How are your weekly $190 calls doin'? impeccable sense of timing, as always... $140 puts turn to zero, $190 calls turn to zero... I know these are small trades, but still
So bitter. No surprise. This forum is all about personal attacks No worries but I am sure it feels good for you and many here to make everything so personal. Too many here attack anyone who is against TC and Apple and say anything positive about Trump.
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walterwhite
Member
"I am the one who knocks!"... Albuquerque, NM
Posts: 346
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Post by walterwhite on May 23, 2019 18:29:27 GMT -8
How are your weekly $190 calls doin'? impeccable sense of timing, as always... $140 puts turn to zero, $190 calls turn to zero... I know these are small trades, but still
So bitter. No surprise. This forum is all about personal attacks No worries but I am sure it feels good for you and many here to make everything so personal. Too many here attack anyone who is against TC and Apple and say anything positive about Trump.
not bitter... actually - sorry for your loss! more like *incredulous* why you insist on trading (throwing money to the wind) versus simple investing
no one's out to get you here, in fact many warned you not to trade... myself included. At least one person i recollect finding extreme irony in your signature "invest in aapl and give yourself an early retirement"... well, - you're not "invested", you're trading (small sums) - you're not "in aapl", you're in cash waiting for some crazy drop below $100
🤷♂️
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chinacat
Moderator
AAPL Long since 2006
Posts: 4,426
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Post by chinacat on May 23, 2019 20:41:50 GMT -8
So bitter. No surprise. This forum is all about personal attacks No worries but I am sure it feels good for you and many here to make everything so personal. Too many here attack anyone who is against TC and Apple and say anything positive about Trump. Actually, there were very few personal attacks before you showed up with your supercilious, self-contradictory blather.
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Post by macster on May 24, 2019 6:07:19 GMT -8
Lstream, Any animosity in the world against the US is because CNN/BBC is their main source of US world news. CNN is the worst of the worst. Anyone with a brain can see that. It will blow over for those stuck on the fake news narrative once they have eyes to see. May take awhile but those in the know know China is the culprit concerning unfair trade. Have a nice day. This fake news stuff is one of the biggest fallacies of the Trump base. All kinds of people who oppose him, don’t give a damn what CNN says. We don’t need a middleman to interpret what Trump says and does. We can read his tweets, and listen to him directly. No help needed. Yeah well keep deluding yourself for love of money. For every policy/law/regulation that ever came out of local, state or federal govt. has a positive and negative effect. You got hurt and it feeds on your anti-trump hatred, thats obvious and understandable. May I remind you that this President has record accomplishments which is not representative of the President you describe. Apple will be just fine and the stock will recover eventually because Apple is a A+ investment, just ask the Oracle of Omaha. www.washingtonexaminer.com/washington-secrets/trumps-list-289-accomplishments-in-just-20-months-relentless-promise-keeping
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Post by Lstream on May 24, 2019 7:08:49 GMT -8
This fake news stuff is one of the biggest fallacies of the Trump base. All kinds of people who oppose him, don’t give a damn what CNN says. We don’t need a middleman to interpret what Trump says and does. We can read his tweets, and listen to him directly. No help needed. Yeah well keep deluding yourself for love of money. For every policy/law/regulation that ever came out of local, state or federal govt. has a positive and negative effect. You got hurt and it feeds on your anti-trump hatred, thats obvious and understandable. May I remind you that this President has record accomplishments which is not representative of the President you describe. Apple will be just fine and the stock will recover eventually because Apple is a A+ investment, just ask the Oracle of Omaha. www.washingtonexaminer.com/washington-secrets/trumps-list-289-accomplishments-in-just-20-months-relentless-promise-keepingI despised Trump long before he hurt my business. Lots of reasons, but no sense dragging them out here. Nothing to do with “love of money”.
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Deleted
Deleted Member
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Post by Deleted on May 25, 2019 0:18:28 GMT -8
I despised Trump long before he hurt my business. Lots of reasons, but no sense dragging them out here. Nothing to do with “love of money”. Hurt my business? Oh you poor thing. I put the well-being of other citizens, as consumers, before my own investing interests, and I put my nation's interests before my own investing interests. I can't understand why people wish for others to work for their private benefit. The whole point of investing in my view is to make decisions that don't require you to wish to throw others under the bus for your own benefit. If you're that worried about the effect of politics on your investment you've already done something terribly wrong. That's on you.
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