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.
AAPL is near $292, the VIX is back under 18, and Hormuz risk has not gone away. This is not a clean buy or sell setup before WWDC, but if complacency is this high, volatility protection may be the smarter hedge than pretending the only way is up.
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.
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!>
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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.
The MacBook Neo may sell well, but that is not the same as being a good product. Beneath the cheerful colours and low headline price sits a more serious story about deliberate compromise, product segmentation, and Apple’s growing preference for control over user choice.
Apple’s rumoured $3000 foldable isn’t innovation so much as more unecessary iteration. After Vision Pro, Apple appears to be saying yes to another product that confuses technical possibility with user need. When self-restraint disappears, even great companies forget what their core product is for.
Jobs - the leader who vowed to go thermonuclear on Google’s Android, was replaced by a leader who now peddles the snake oil of “collaboration” as a strategy. Two quotes, two eras – and one culture that traded conviction for cowardice. Tim’s goose is now cooked by his own Greek tragedy of errors.
Apple has lost yet another senior Siri executive, this time to Google DeepMind. Yes, the same organisation whose Gemini models Apple is now relying on to prop up Siri. At this point, these exits aren’t noise, they’re alarms bells. But what exactly is on fire? Certainly not Apple Intelligence.
Apple just delivered another record quarter on the back of Jobs‑era hardware and services, yet still chose to rent Google’s Gemini for AI rather than ship its own, exposing a 15‑year failure to turn Siri and its vast device base into a genuine intelligence platform.
Tim of Oz pulls buyback and Gemini‑rent levers behind a curtain. Federighi meditates serenely amid failed “Siri 2.0” and “Intelligence” promises, and Safety-First Ternus, new“Product Bro”, stalks centre stage. Fifteen years of compounded strategic errors, finally come home to roost in 2026. #NotNeo
My Take: Apple’s Next Big Risk Isn’t AVP. It’s making John Ternus CEO. Nice Guy, Wrong Job.. But with misses in mixed reality, AI, smart home, autonomy and the iPhone Air, he’s the wrong leader for a company that’s arguably lost an edge. Apple needs fresh vision, not a hardware continuity candidate.
Apple enters 2026 priced on promises. There’s no progress. AI is still “next year,” AVP is already a value write-down, and the stock has barely beaten inflation in twelve months. Strip out the hopium and the 5-year chart tells a quieter, more uncomfortable story near term. Today: $256 @ the open.
Apple’s post-Venezuela wobble isn’t about Caracas, more about gravity. AAPL has overshot on Ives’ hopium, AVP is already priced as a write-off. The only level that matters near-term is $268. Above it: noisy optimism. Below it: stops, slides, and a reminder this is a value story, not a growth myth.