new alpha just dropped
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Replying to @tszzl
buy some too and our twitter friends can all buy an island together when apple moons
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Replying to @tszzl @nickcammarata
someone raised a good point that the October earnings report won’t include the impact from new MacBook sales and the options will expire before the next earnings
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Replying to @tszzl
I’ve changed my mind rationally that this bet makes sense but emotionally I identify with it now and will go down with this ship
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worst of all possible futures when Apple sales pop but then they also raise rates at the November fed meeting
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maybe it makes sense to find something that includes Q4 earnings, but my basic feeling is Q3 earnings will be good, and the overflow of people talking good things about the laptops will be the main factor here. maybe not enough
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i guess i don’t see this as mainly an earning on macbook pro, story, but more of an Apple gets mojo back for developers and that’s a leading indicator. also developers have money now
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Replying to @DanielleFong @tszzl and
when i drop x thousand on a product i also try to invest an equal amount in the company. kind of a circular economy, but doubles up on research
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Replying to @DanielleFong @tszzl and
Great point about doubling up on research. I did this with Tesla, bought in more as I switched to all EVs and their solar/storage products. Ended up way past 1:1 product/equity purchase ratio, ‘high conviction investing’ ftw.
1 reply 1 retweet 3 likes - Show replies
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