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Apple: Best 2Q in company history

Posted by Stu <iframe src='https://mb.boardhost.com/TheDeuce/info/user=Stu' width='330' height='300' border=0 style='border:none;'> on May 1, 2026, 5:16:51

Keep the $$$ flowing

Chicken Little poster child

WTAF happened to META yesterday

Posted by TarheelIllini <iframe src='https://mb.boardhost.com/TheDeuce/info/user=TarheelIllini' width='330' height='300' border=0 style='border:none;'> on May 1, 2026, 5:34:14, in reply to "Apple: Best 2Q in company history"

A $57 per share loss

Recrudescence

Their business to date can mostly be expressed in terms of "acquire eyeballs and show them ads."

Posted by doubledown <iframe src='https://mb.boardhost.com/TheDeuce/info/user=doubledown' width='330' height='300' border=0 style='border:none;'> on May 1, 2026, 6:45:59, in reply to "WTAF happened to META yesterday "

Revenue increased, but eyeballs dropped, and they apparently gave disappointing guidance on future revenue.

Meanwhile, they're cutting jobs across the company so that they can pour incomprehensible sums into products that they don't seem to have much of a plan for. Is there a profitable future in having the 5th best AI product, a couple social media platforms flooded with slop and boomers, and making nerdy looking glasses with a hidden camera?

Previous Message

A $57 per share loss

Yeah. People have give Apple a lot of crap for lack of any discernible AI strategy

Posted by DT <iframe src='https://mb.boardhost.com/TheDeuce/info/user=DT' width='330' height='300' border=0 style='border:none;'> on May 1, 2026, 8:36:03, in reply to "Their business to date can mostly be expressed in terms of "acquire eyeballs and show them ads.""

But having no strategy and not spending money on AI is a way better approach than having no strategy and dumping all of your cash reserves and then some into your AI efforts.

Actually, if the new Apple CEO is smart, Apple could end up making a killing in AI. There’s absolutely no reason to spend huge amounts of money trying to build a frontier model. With multiple peer competitors, the models will be commoditized, as was shown in Appkes recent deal to license Google models.

Apple’s niche is in products. If they can find a good way to leverage AI within their existing massive hardware user base, they’ll further solidify their revenue streams there. And IMO, the logical AI wearable form factor will be earbuds, where Apple has a product. Already can have a microphone, and use the linked phone to access the model and a camera when needed.

This ignores the enterprise market, but that’s never been Apple’s core business anyway. Keep the lead on consumer electronics and they’ll keep printing money.

Previous Message

Revenue increased, but eyeballs dropped, and they apparently gave disappointing guidance on future revenue.

Meanwhile, they're cutting jobs across the company so that they can pour incomprehensible sums into products that they don't seem to have much of a plan for. Is there a profitable future in having the 5th best AI product, a couple social media platforms flooded with slop and boomers, and making nerdy looking glasses with a hidden camera?

Previous Message

A $57 per share loss

It's all so-called 'stock analysts' who don't know what they're talking about

Posted by Stu <iframe src='https://mb.boardhost.com/TheDeuce/info/user=Stu' width='330' height='300' border=0 style='border:none;'> on May 1, 2026, 8:55:28, in reply to "Yeah. People have give Apple a lot of crap for lack of any discernible AI strategy "

They're just riding the wave

Chicken Little poster child

20 years of low interest rates wrecked a lot of shit. *

Posted by doubledown <iframe src='https://mb.boardhost.com/TheDeuce/info/user=doubledown' width='330' height='300' border=0 style='border:none;'> on May 1, 2026, 8:59:16, in reply to "It's all so-called 'stock analysts' who don't know what they're talking about"

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They're just riding the wave

I do hope they figure out how to make Siri not suck though. There's no reason that

Posted by doubledown <iframe src='https://mb.boardhost.com/TheDeuce/info/user=doubledown' width='330' height='300' border=0 style='border:none;'> on May 1, 2026, 8:48:50, in reply to "Yeah. People have give Apple a lot of crap for lack of any discernible AI strategy "

"Hey Siri, play music" should be answered with "Good morning."

Or that "Remind me to take a walk at 5:30 this afternoon" should result in "I've added take a walk at 5:30 this afternoon to your Reminders."

Previous Message

But having no strategy and not spending money on AI is a way better approach than having no strategy and dumping all of your cash reserves and then some into your AI efforts.

Actually, if the new Apple CEO is smart, Apple could end up making a killing in AI. There’s absolutely no reason to spend huge amounts of money trying to build a frontier model. With multiple peer competitors, the models will be commoditized, as was shown in Appkes recent deal to license Google models.

Apple’s niche is in products. If they can find a good way to leverage AI within their existing massive hardware user base, they’ll further solidify their revenue streams there. And IMO, the logical AI wearable form factor will be earbuds, where Apple has a product. Already can have a microphone, and use the linked phone to access the model and a camera when needed.

This ignores the enterprise market, but that’s never been Apple’s core business anyway. Keep the lead on consumer electronics and they’ll keep printing money.

Previous Message

Revenue increased, but eyeballs dropped, and they apparently gave disappointing guidance on future revenue.

Meanwhile, they're cutting jobs across the company so that they can pour incomprehensible sums into products that they don't seem to have much of a plan for. Is there a profitable future in having the 5th best AI product, a couple social media platforms flooded with slop and boomers, and making nerdy looking glasses with a hidden camera?

Previous Message

A $57 per share loss

I don’t know what you’re talking about

Posted by Stu <iframe src='https://mb.boardhost.com/TheDeuce/info/user=Stu' width='330' height='300' border=0 style='border:none;'> on May 1, 2026, 7:18:28, in reply to "Their business to date can mostly be expressed in terms of "acquire eyeballs and show them ads.""

Revenue guidance exceeds estimates, stock is surging. Apple doesn’t have to be an AI company to be a huge winner.

Previous Message

Revenue increased, but eyeballs dropped, and they apparently gave disappointing guidance on future revenue.

Meanwhile, they're cutting jobs across the company so that they can pour incomprehensible sums into products that they don't seem to have much of a plan for. Is there a profitable future in having the 5th best AI product, a couple social media platforms flooded with slop and boomers, and making nerdy looking glasses with a hidden camera?

Previous Message

A $57 per share loss

Chicken Little poster child

He's talking about Zuckerberg's spyware company*

Posted by ATL <iframe src='https://mb.boardhost.com/TheDeuce/info/user=ATL' width='330' height='300' border=0 style='border:none;'> on May 1, 2026, 7:20:56, in reply to "I don’t know what you’re talking about"

Previous Message

Revenue guidance exceeds estimates, stock is surging. Apple doesn’t have to be an AI company to be a huge winner.

Previous Message

Revenue increased, but eyeballs dropped, and they apparently gave disappointing guidance on future revenue.

Meanwhile, they're cutting jobs across the company so that they can pour incomprehensible sums into products that they don't seem to have much of a plan for. Is there a profitable future in having the 5th best AI product, a couple social media platforms flooded with slop and boomers, and making nerdy looking glasses with a hidden camera?

Previous Message

A $57 per share loss

“We are old and tired and just want to be taken care of.” - Republican voter, Dec. 2024.

I don't really follow evil companies, like them or Palantir, but..

Posted by Stu <iframe src='https://mb.boardhost.com/TheDeuce/info/user=Stu' width='330' height='300' border=0 style='border:none;'> on May 1, 2026, 5:46:12, in reply to "WTAF happened to META yesterday "

probly capex plans

Chicken Little poster child

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