"Google has paid Apple billions of dollars to be the default search engine on its Safari web browser."
"The TSMC Arizona fab is effectively a paperweight in any geopolitical tension or war." — SemiAnalysis' Dylan Patel.
Read More The Information: Apple's Made-in-USA chips will still go to Taiwan for packaging
"We maintain demand is softening in the U.S. with a challenged upgrade cycle." — Analyst Brandon Nispel
Read More KeyBanc: Expect below average growth from Apple this quarter
"We think it is possible Huawei will regain some share, but a complete reversion to 2019 is unlikely for THREE reasons." — Analyst Amit Daryanani
Read More Evercore sees modest risk for Apple in China, sticks with $210 target
A place for Apple traders and investors to share their best ideas.
Read More This week's Apple trading strategies (9/11-9/15/23)
"The way for them to grow financially is to squeeze more and more out of the users that they have. There's only so far you can take that from a growth perspective."
Read More Why Asymmetric Investing's Travis Hoium trimmed his Apple holdings (video)
18 Comments