News

From a note to Morgan Stanley clients that landed on my desktop Monday.
From a note to J.P. Morgan clients that landed on my desktop Monday.
From "Street's biggest Apple bear says a production move to India is unrealistic" which aired Saturday on CNBC.
The ongoing breakup of Apple’s AI team is in response to a lack of faith in its ability to develop products — at a time when ...
A place for Apple traders and investors to share their best ideas.
From Andrew Williams' "Apple May Shift to Making US iPhones in India. It Won’t Be Easy" posted Friday by Wired.
From Adrienne So's  "The Apple Watch Just Turned 10. Here’s How Far It’s Come." posted Thursday by Wired.
From "Apple Aims to Build Most iPhones for US in India by End-2026" posted Friday by Bloomberg.