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by nodesocket 3387 days ago
This won't necessarily be a popular opinion, but I remember when everyday there were negative blog posts and stories about Apple and the new MacBook Pros. It seemed like every developer got on their Medium and wrote a blistering post. It you just read the internet and HN you'd think the world at Apple was crumbling down.

Yet since $AAPL released the new MacBook Pro (Oct 27th '16), their stock is up 24%, with a breakout record Q1. Let's not forget that the entire market has been in an epic bull run since Trump took office, so perhaps that is a factor.

Source ($AAPL vs Dow Jones and S&P since Oct 27th): https://www.google.com/finance?chdnp=0&chdd=0&chds=1&chdv=0&...

Don't believe what you see on HN all the time. People here are incredibly intelligent for the most part, but there is frankly lots of disconnect from reality. In my opinion lots of conspiracy theorists, purest, and some social justice warriors pushing agendas.

My opinion... But I think we can bundle GitLab, CloudFlare, and Uber into categories of will be just fine.

3 comments

If a movie reviews poorly but does well at a box office. Were the critics/reviewers necessarily wrong? You think people who gave Batman v Superman a bad review thought it still wouldn't be a huge box office draw?

I doubt anyone who wrote those blog posts or comments on HN believes that this product would cause Apple to go belly up. Apple is literally one of the biggest companies in the world by any measure. Having a mediocre product is not going to tank Apple immediately. Being more and more complacent on their part will cause that.

To see Apple's future just look at what happened to Microsoft in the early 2000s. They got complacent, but they still had that sweet, sweet, Office money right?!

Not liking the latest Apple product, and then showing their stock price as proof those people are "disconnected from reality" seems a bit of an overreach...

Nothing bad will happen to Cloudflare (I'm not sure if something "bad" should even happen...?) because no one knows what a Cloudflare is, and even if people's accounts start getting hacked, how can anyone conclusively determine that it was through this Cloudflare bug?

The MacBook Pro doesn't move APPL stock, it is a tiny portion of their sales, the entire Mac business is around 10% of revenue.
I'm aware of that. I'm just pointing out that HN sentiment is not always reality.
I'll add a large part of the MBP discourse was people saying this was an indicator of poor performance across the board for Apple, not just in laptops.
Didn't AAPL's earnings only hit 'record' levels because they added a week to the quarter?

http://www.theverge.com/2017/2/1/14468090/apple-q4-2016-earn...

Otherwise it would have been a down quarter, no?

The verge? I'd say probably want to get your financial news from Wall Street Journal, CNBC, or established trusted sources.
Two words: Carl Icahn.