From a note to J.P. Morgan subscribers that landed on my desktop Monday.
Read More J.P. Morgan: Apple lead time expands with Pro Max at historical highs
"Apple's dependency on China keeps investors up at night."
Read More Gene Munster: India Is starting to help Apple diversify its production
Postcard from the Cotswolds
2 years ago
2 years agoFrom Burford to Blenheim Palace and back: 42 miles
Odd couple: Tim and Elon
2 years ago
2 years agoFrom Tim Higgins' "The Latest Twists in the Tensions Between Elon Musk and Tim Cook" posted Saturday by the Wall Street Journal.
A place for Apple traders and investors to share their best ideas.
Read More This week's Apple trading strategies (9/25-9/29/23)
A thought experiment by friend-of-the-blog Paul Campbell.
The "lost" video. De Anza College's Flint Center, Cupertino, CA, Jan. 24, 1984.
Read More Saturday Apple video: Steve Jobs introduces the Mac
"Compared to last year, delivery times are comparable for the Pro Max, higher for the Pro and 15 base model, and slightly lower for the Plus." — Analyst Amit Daryanani
Read More Evercore: Apple iPhone 15 Pro/Max lead times have 'jumped rather significantly'
"Phone 15 pre-orders are still tracking much stronger than we and the Street originally expected and up roughly 10%-12% from iPhone 14 based on our analysis."
Read More Wedbush's Daniel Ives: Strong demand, long lines for Apple's new iPhones
Premarket: Apple is green
2 years ago
2 years agoFrom CNBC's "Stock futures are little changed as the market heads for big weekly losses" posted early Friday.
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