Apple proved integrated ARM computing and mobile was the future. Nvidia just agreed, bringing Microsoft, CUDA and the PC industry with it. Apple Silicon remains superb, but no longer mystical. If RTX Spark works, Cupertino’s private motorway lane now has competition running up against Apple’s bumper
Apple Vision Go was the obvious path: lightweight AR glasses plus SenseOS, not a $4000 headset in search of a point. A year after FYI mapped the agentic OS Apple should have shipped, Gurman is now pointing in the same direction. WWDC will show whether Apple finally goes for it, or stays slow.
Apple Silicon is excellent. That was never the problem. The problem is its “exceptionalism:” the belief that good integration excuses fifteen years of Siri drift, two years of AI delay, and a market now mistaking local inference as a reality. Apple is at the front of the pack, not streaks ahead.
AAPL is floating into WWDC on AI hope, upgrades and a familiar Cupertino glow. I first mapped the $400 path when AAPL was written off, but it was conditional: ship SenseOS, ship agency, ship proof. A prettier Siri with rented brains and “more in 2027” will not carry a mid-40s forward multiple.
OpenAI helped Apple avoid AI obliteration in 2024. Now in 2026 Gemini is being cast as salvation, OpenAI as villain, and AAPL at $300 as proof before WWDC has even happened. This is Apple’s Colosseum: faith, fear, forums, and the strange theatre of the moat shrinking even as markets cheer.
A look at the one year chart, to quickly wonder why AAPL shot up to $302 intraday before settling at $298 at the close, just weeks after a drop to $243 and then a bounce like Claris the dogcow was hit with a cattleprod.
Before the US bell Monday 11th May 2026, this argues against both panic and euphoria. Dan Ives lit the fuse on Friday yelling “$400”, WWDC holds the match, but Apple still has to prove Siri, AI and spatial computing belong to one owned architecture. Near $300, the call is… <read on!>
AAPL staged a euphoric rebound courtesy of Dan Ives $400 call on May 8th, but the proof event - WWDC 2026 - lies ahead. Investors are celebrating before Apple has passed the AI/Siri test. Will it be “third time lucky” for Apple, and “AI,” because real intelligence and vision went MIA circa. 2018.
Lipstick on a pig, but the pig still looks like bacon. At $271? I’d still be a seller, again, just as I would have been pre-earnings at $263. The AH rally to $283 and sell-off to red shows this was a blow-off top and now, questions have to be asked and answered. Nothing‘s shipped yet. Just vapour.
Apple made its best strategic move in years with Tim Cook stepping down. The company has been lost in the wilderness minting cash, but boring consumers—and failing to launch a significant new product in that entire period. I argue that Apple needs fresh vision, not an iterative continuity candidate
Hormuz is not just a Middle East story. It is a test. Can American force still turn military action into durable order at a vital chokepoint, and whether markets, allies and consumers still believe it. If it cannot, the fallout will not stop at oil, tankers or diplomats. And Apple will feel it too.
A Parody on the Apple’s Neo’s components—old antiquated junk, hits the mark in this hysterical take down of the Neo which despite its humour, is spot on in the facts. Shame he didn’t go as far as naming the real price of the Neo outside of the US - $1000 equivalent in the EU/UK and $1400 Brazil.