DerApfelmann

Der Kanal für alles rund um Apple.

[DerApfelmann @DerApfelmannYT]

@neilcybart @paulmcginley_ Fair

[DerApfelmann @DerApfelmannYT]

@neilcybart @paulmcginley_ So perhaps we aren’t all wrong but just pointing out that pattern of your tweets.
Also, I am sure some might really dislike Apple and project it towards you, but rest assured I am not one of them.

And I like a lot of your stuff very much as well. Just understand critics better

[DerApfelmann @DerApfelmannYT]

@neilcybart @paulmcginley_ By definition pure subjectivity I might add.

Your analyses when it comes to Apple vs any competitor I named is structured like that. Lots of emotions and it’s not just me, other people state that as well and your first explanation is always: Oh you must hate/dislike Apple.

[DerApfelmann @DerApfelmannYT]

@neilcybart @paulmcginley_ And it’s one thing to only defend Apple in those public clashes between corporations. Taking their side & defending only their point of view is fine.

I very seldom see you criticize Apples own monopolistic practices though. Not only AppStore pricing, but bargaining suppliers etc

[DerApfelmann @DerApfelmannYT]

@neilcybart @paulmcginley_ I read your tweets, I don’t read your blog, but your tweets concerning Apples income are spot on oftentimes

Your entire premises on Epic Games and Apples AppStore is wrong, at least what you publish here on X. It’s one sided
Same with gen AI calling it disgusting. Pure emotion

[DerApfelmann @DerApfelmannYT]

@DeepValueBagger I doubt that.

[DerApfelmann @DerApfelmannYT]

@paulmcginley_ @neilcybart Another case is Bloomberg and the way he criticizes Gurman whenever Bloomberg criticizes Apple. It’s just a fact that he isn’t thinking as critically about Apple, but on the othe hand it’s his account and his views, so that is fine. His other views are insightful.

[DerApfelmann @DerApfelmannYT]

@paulmcginley_ @neilcybart It is. Neil‘s analyses are very good (like best I know in some area), but very shortsighted and biased in others. Basically he always defends Apple, for example against Meta, Micron, Googles generative AI and Epic games. Never read something critical in those cases from him.

[DerApfelmann @DerApfelmannYT]

@GMHikaru Invested or just observing it?

[DerApfelmann @DerApfelmannYT]

@alex__pitti I don’t support black or white thinking as it hamstrings people. Not just on this topic but in politics and every area.

[DerApfelmann @DerApfelmannYT]

@alex__pitti Just a general observation, it’s not a good look to be so defensive. You might very well be a fantastic writer but this tool can pretty much help you to increase scale, just like a fantastic artists or painter can speed up production and scale with computers.

No need to insult.

[DerApfelmann @DerApfelmannYT]

@alex__pitti I don’t have semi stocks, my entire portfolio is Berkshire, NMM (Navios Maritime Shipping) and Nintendo (which is unfairly punished by RAM craze lol). But I recognize the advantages AI can provide.

I don’t know you, so I can’t speak about your writing.

[DerApfelmann @DerApfelmannYT]

@alex__pitti Interestingly it’s also a good forensic tool, you can ask if two texts are from the same author and it’s quite good at guessing. (Giving you reasons like setence length, number of nouns used, argumentative style etc.)

[DerApfelmann @DerApfelmannYT]

@alex__pitti I don’t think people notice it, if done right. Give it one of your old texts, let it analyze your writing style. Basically a digital fingerprint/twin of your own style.

After that you can ask it to write anything it basically thinks like yourself but faster.

[DerApfelmann @DerApfelmannYT]

@DesertDweller93 Only good news imo is that he still owns 75% of his stock but I guess he wouldn’t even sell another 30% if he knew for sure that the FDA declines accelerated approval because that would destroy the stock and he would probably bet on a take over offering after phase 3.

[DerApfelmann @DerApfelmannYT]

@DesertDweller93 Not so happy the CEO sold. I can understand that behavior after buying low in Q1 and there might be many reasons a person sells but still not the best signal

[DerApfelmann @DerApfelmannYT]

@john_hersc79276 I think in an optimal patient centered world, they (and any other company with good Phase 2 data) would get a couple hundred million bucks from the FDA to run a large trial to grant many patients access in phase 3 & get compensated for lost profits, until the drug is approved.

[DerApfelmann @DerApfelmannYT]

@john_hersc79276 Well I agree with that point but I think the issue is different than many think
My view is they don’t want to run one because it wastes many years, which means they lose many millions, people die + opportunity costs of having to focus on AMT-130. (Plus competitors might emerge.)