Two of my favorite independent analysts, spotting trends the pros can't see.

March 25 is Showtime. No time for hardware.
Can't innovate anymore? Analyst Krish Sankar pushes back.
Read More Cowan: Apple is spending $1-2 billion a year on moonshots
That's not the program Apple's Eddy Cue was pitching two years ago.
Read More BTIG: Apple is spending $2 billion a year on new shows

March 25 is Showtime, not hardware time.
Two are in the can. Nine more could be ready for the fall 2019 season. From John Koblin's Apple’s Big Spending Plan to Challenge Netflix Takes Shape in…

Hitting the 18 to 24 demo where it pees, gossips and puts on makeup.
Half positive results, half false positives, plenty of snark.

The co-founder of StockTwits saw an opportunity this week.
My full list of Apple price targets, as accurate and up-to-date as I can make it.
Read More Apple breaks $187; pressure mounts on analysts still at $140
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