Calls
3
John Gruber
Technology writer, Daring Fireball
Win Rate
66.7%
return
+3.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 03
$303.45
+7.5%
Apple is responding to component-cost pressure with a lower-priced product strategy including leasing, MacBook Neo, and annual iPhone E models, while delayed but practical Siri AI will bring generative AI to hundreds of millions; Apple has little AI-bubble or capex exposure and can thrive if AI commoditizes because of its silicon and distribution.
AI Hardware
Long
Aug 03
$51.12
+13.7%
AI data-center capex is fueling an extraordinary DRAM/memory boom unlike past cycles, tight enough that Apple had to raise prices midcycle, keeping memory component pricing elevated near term.
Thematic ETFs
Long
Aug 03
$372.36
-10.9%
Google is comfortable in a commoditized AI world because its scale and distribution allow it to thrive; it is backing Apple to help commoditize LLMs and kneecap OpenAI and Anthropic, and it would survive an AI bubble burst while remaining embedded in consumer flows.
Hyperscalers
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John Gruber has 3 trade ideas tracked on Buzzberg across 3 tickers since August 2026. Most covered: AAPL, GOOGL, DRAM.
