"We believe the setup into 2027 is a compelling one: a new form factor, an AI monetization story moving from slides to revenue, and a CEO with the product cadence to deliver on both."
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. [Read more.]
9 hours ago
