"Lead times for iPhone Pro models [are] moderating in most regions outside of China." -- Analyst Samik Chatterjee
Read More J.P.Morgan: Apple's iPhone 14 Pro global supplies up ever-so-slightly
"The zero China Covid policy has been an absolute gut punch to Apple's supply chain."
Read More Daniel Ives: Apple caught in crossfire as China protests rage
"China might surpass the US economy in absolute size, but it would be stuck with much lower income levels."
Read More China risks getting squeezed out of top-end manufacturing for Apple
From "Battle of iPhone City shows Xi is losing the Covid war" ($) posted by the Sunday Times.
The storied IBM software engineer praised the first-generation Macintosh as "right in so many ways."
A place for Apple traders and investors to share their best ideas.
Read More This week's Apple trading strategies (11/28-12/2/22)
From Josh Eidelson "How Apple Stores Went From Geek Paradise to Union Front Line" from last week's issue.
Read More Bloomberg Businessweek: Apple retail is starting to feel like... retail
The soundbites I've seen. More as they come in.
Read More Apple's fraught Black Friday: What the talking heads are saying
"A short extension in lead times is unlikely to cause consumers to exit the AAPL ecosystem and we expect demand to be deferred rather than lost." -- Analyst Amit Daryanani
Read More Evercore: iPhone 14 Pro lead times have stabilized
4 Comments