Short-term opportunity in Apple" which aired Tuesday on CNBC.

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

From Adam Clark's "Apple Stock Gets an Upgrade. That Doesn’t Mean It’s Time to Buy." posted Tuesday by Barron's.

"More than 300 Chinese workers have left, and mostly support staff from Taiwan remain in India" ...

From "Apple overpromised and underdelivered with Apple Intelligence, says Maxim's Tom Forte" which aired Tuesday on CNBC.

From "Apple needs to supercharge their AI efforts, says Needham's Laura Martin" posted Tuesday by CNBC.

From "Apple’s Odds of Successfully Launching New Siri in 2026 Are Rising" posted Tuesday to Deepwater Assets subscribers.

"Performance smartphones, "Apple's lawyers had argued, was “an invented definition divorced from commercial reality.” ...

From Mark Gurman's "Apple Weighs Using Anthropic or OpenAI to Power Siri in Major Reversal" posted Monday by Bloomberg at ...

"If one believes even half of what Google, OpenAI, Anthropic, Meta and so on say about where the use of AI agents is going, ...

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

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