From a note to Evercore clients that landed on my desktop Tuesday.

From Akash Sriram and Aditya Soni's "Apple set for biggest revenue jump in two years on iPhone demand in China" posted Tuesday by Reuters.

From Adam Clark's "Apple Intelligence Isn’t So Smart, Brace for an AI Backlash This Earnings Season" posted Tuesday by Barron ...

From a note to Piper Sandler clients that landed on my desktop Tuesday.

From Sankalp Phartiyal's "Apple Ships $6 Billion of iPhones From India in Big China Shift" posted Monday by Bloomberg.

From "Apple's September quarter will be better than expected, says Wedbush director Dan Ives" which aired Monday on CNBC.

From a note to Wedbush clients that landed on my desktop Sunday.

In addition to Monday's release of iOS 18.1 and a first tranche of Apple Intelligence features, there's a week's work of ...

A place for Apple traders and investors to share their best ideas.

"What Apple really wanted was either to obtain an injunction so that it would have an argument for lifting Masimo’s import ...

From two notes to KeyBanc clients that landed on my desktop Thursday: ...

From Adam Clark's "Apple Cuts Back iPhone Orders. Why Demand Fears Are Mounting." posted Thursday.