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Post by CdnPhoto on Jun 10, 2024 3:12:35 GMT -8
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4aapl
Moderator
Posts: 3,845
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Post by 4aapl on Jun 10, 2024 6:12:58 GMT -8
A little "market volatility" going on, with the stock touching $195 now, down $1.80.
It will probably be a volatile week for the stock and the whole market. It seems in both cases that the market is unlikely to be overwhelmed by Apple's and the Fed's announcements, and Nvidia might move around a bit too.
Looking forward to the announcements.
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4aapl
Moderator
Posts: 3,845
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Post by 4aapl on Jun 10, 2024 6:17:51 GMT -8
If you're stopping by the site today, remember to log in and say hi. Or create an account if you don't have one yet.
Even a simple post is helpful on what products you got in the last year, or what ones you are looking forward to.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,230
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Post by JDSoCal on Jun 10, 2024 7:05:58 GMT -8
Take a shot of Apple Brandy every time a presenter at WWDC says “AI”. 🥃
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aapl
fire starter
Posts: 267
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Post by aapl on Jun 10, 2024 7:15:58 GMT -8
Take a shot of Apple Brandy every time a presenter at WWDC says “AI”. 🥃 or Apple Intelligence
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Post by incorrigible on Jun 10, 2024 7:25:19 GMT -8
Take a shot of Apple Brandy every time a presenter at WWDC says “AI”. 🥃 You'll be out in 10 minutes.
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Post by aaplcrazie on Jun 10, 2024 8:58:48 GMT -8
The Store is Down I say Again.....
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Post by duckpins on Jun 10, 2024 9:33:35 GMT -8
Well? What should we investors know from this? Immediately I have no interest in Dark mode or having more stuff on the home screen. How much stuff is enough?
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Post by aaplcrazie on Jun 10, 2024 9:42:32 GMT -8
Ya you would think with the Store going down 🍏 will actually introduce something thats Hardware not Software....
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Post by Lstream on Jun 10, 2024 9:44:36 GMT -8
Well? What should we investors know from this? Immediately I have no interest in Dark mode or having more stuff on the home screen. How much stuff is enough? In the tech world, there is never enough. The alternative is stagnation, which is doom in tech.
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Post by duckpins on Jun 10, 2024 9:46:38 GMT -8
Like Hamlet we wait for the star to enter as the play gos on. So far...?
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4aapl
Moderator
Posts: 3,845
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Post by 4aapl on Jun 10, 2024 9:56:30 GMT -8
Parkour?
I could see this and other things as a partial push for Craig taking on more in the future. Even if I think we just barely saw the stunt double's face.
...not that this is what's being pushed today, but it's always at least at the back of our minds.
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Post by CdnPhoto on Jun 10, 2024 10:01:08 GMT -8
1 hour in, no mention of AI. Just some "Machine Learning" mentions.
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4aapl
Moderator
Posts: 3,845
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Post by 4aapl on Jun 10, 2024 10:06:13 GMT -8
I missed the first part, but so far it seems like JD's party house is staying dry.
The "new Math" and reader mode have things some would call AI instead of the Machine Learning mentioned at some point with iPads. Are we just going to tick off all sorts of new things, and then tie it all in at the end to say that AI will be and has been used all over the place, and that Apple's chips are so amazing that it makes it all easy and productive?
Interesting. And yet potentially a good marketing play when just mentioning AI wouldn't get much traction.
There it goes. You go Tim.
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4aapl
Moderator
Posts: 3,845
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Post by 4aapl on Jun 10, 2024 10:15:53 GMT -8
Apple Intelligence!
Seems like we are just not going to even mention the old name. Switch forward the equivalent of a few versions, but give it a brand new name and treat it like a completely brand new product.
I like the push on privacy and data. It's quite a competitive advantage and differentiator.
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4aapl
Moderator
Posts: 3,845
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Post by 4aapl on Jun 10, 2024 10:20:00 GMT -8
Nope, still have Siri.
There's some there, there. Nice examples in the demo.
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Post by CdnPhoto on Jun 10, 2024 10:45:07 GMT -8
WWDC over. Some great features. AAPL down by -$3.22 Sell the news in effect.
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Post by aaplcrazie on Jun 10, 2024 10:50:05 GMT -8
So why was the Store Down?
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4aapl
Moderator
Posts: 3,845
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Post by 4aapl on Jun 10, 2024 10:52:33 GMT -8
WWDC over. Some great features. AAPL down by -$3.22 Sell the news in effect. I think it's more than that. This seems like a time a big shop could take advantage of. Volume is decent, but leading into, during, and even after the keynote I bet it wouldn't take too much of a push to move the stock in a direction, positively or negatively. Seems like solid stuff with a good connection to third parties like ChatGPT, and other ones coming. In 3-5-10 days things should be fine, but it's today with the unknowns of how they did against expectations and if someone big is interpreting it differently. There's just lots of unknowns, and I'm sure there's some places out there looking to make $3-5 off of the movement on a million or more shares or options. Best just to sit back and not worry about it, unless you want to try to take advantage of the price movement. We'll see what happens. It takes excitement to increase volume, and volatility bumps up option prices too. I'm sure some big players have a plan, even if it is fluid.
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4aapl
Moderator
Posts: 3,845
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Post by 4aapl on Jun 10, 2024 10:54:36 GMT -8
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aapl
fire starter
Posts: 267
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Post by aapl on Jun 10, 2024 11:03:19 GMT -8
WWDC over. Some great features. AAPL down by -$3.22 Sell the news in effect. This will be temporary when the market figures out Apple Intelligence works only on the current iPhone 15 and future models and M1 and above Macs. iPhone upgrade cycle incoming!
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Post by duckpins on Jun 10, 2024 11:07:46 GMT -8
"The system will be available for free and on the iPhone 15 Pro, as well as on iPads and Macs with an M1 chip and later." So all the 27 inch iMacs are out? And Anything before the phone 15 is now out as well? Interesting.
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4aapl
Moderator
Posts: 3,845
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Post by 4aapl on Jun 10, 2024 11:23:14 GMT -8
"The system will be available for free and on the iPhone 15 Pro, as well as on iPads and Macs with an M1 chip and later." So all the 27 inch iMacs are out? And Anything before the phone 15 is now out as well? Interesting. That can only be so backward compatible when trying to do most of the processing locally instead of off on a server. It helps with privacy, plus lag, and the side benefit of potentially selling more new items. My 27" iMac says "Retina 5K, 27-inch, 2019". It works great, and I upped the memory to 40 gigs. It will still be a useful engine in our fleet, but I'm not going to feel too bad if I pick up a new Mac after 5 years. I was hoping AAPL would top out $200 so my little batch of extra shares could easily justify to myself some fun purchases. Cruiser, Exie, and a Studio? All in good time. Our iPhone contracts end in 7 months, so we'd probably wait until then. Without that reasoning we normally wait at least 3 years, but I could see getting a shinny new thing this year. In the name of investment research, of course.
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Post by Lstream on Jun 10, 2024 11:34:06 GMT -8
Probably not helpful that Apple Intelligence is coming in BETA this fall. Adds to the narrative that they got caught flat footed.
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Post by sponge on Jun 10, 2024 11:54:41 GMT -8
I think the market expected confirmation that Open AI would be part of the AI Apple road map. AI focused only on Siri like features won't cut it in this environment especially when Siri has been unimpressive compared to Alexa or Google.
Apple Maps sucks. It got me lost in Geneva 3 times while Google Maps was spot on with directions and accurate business data. To this day I can't use Siri to make simple call by voice. It gets it wrong too often to try.
Apple will need much more than a fancy presentation to persuade WS at this stage.
I think the 198 will be the high of the summer until we get confirmation that the Fed will start to cut rates or we see a nice bump in earnings come next earnings.
My target is 230 by Christmas.
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Post by Lstream on Jun 10, 2024 12:08:42 GMT -8
??. Apple confirmed an OpenAI relationship including integration, and there was much more than improved Siri here.
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Post by CdnPhoto on Jun 10, 2024 12:44:38 GMT -8
??. Apple confirmed an OpenAI relationship including integration, and there was much more than improved Siri here. Open AI, without some interface to actually provide meaningful information is just a text based site. Context is what Apple is bringing to the table.
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Post by CdnPhoto on Jun 10, 2024 12:50:28 GMT -8
![](https://i.postimg.cc/BQfKZV25/GPv-Uq-q-Wo-AAxx78.jpg) Of course, this has nothing to do with the fact that Musk is working on an OpenAI competitor, xAI.
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Post by Lstream on Jun 10, 2024 12:54:49 GMT -8
I think Musk is a good example of reverse evolution operating in real time.
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Post by sponge on Jun 10, 2024 13:00:30 GMT -8
Integration with Open AI is great but not clear on the level or process . WS was not impressed.
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