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

From Jason Snell's "Sam and Jony and skepticism" posted Friday by Six Colors.

From Gurman's "Apple Plans Glasses for 2026 as Part of AI Push, Nixes Watch With Camera" posted Friday by Bloomberg.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...

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

From Reuters' "US stock futures muted as Trump's tax bill stokes debt concerns" posted early Thursday.

The Capture of the World's Greatest Company'" which aired Monday on Comedy Central.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. Apple 3.0 Archives Apple 3.0 ...

"With Apple Intelligence execution offering an upside optionality for an acceleration of replacement cycles, we believe Apple will benefit from a multi-year iPhone refresh in the coming years." — ...

“This is a crisis,” says a senior member of Apple’s AI team.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. Apple 3.0 Archives Apple 3.0 ...