From Barron's' "Markets Pop as Record-Breaking Tech Rally Rages On as Trump Trip Stokes China Hopes" posted early Thursday.
2 weeks ago"Apple is now in control of many relatively irreplaceable layers of consumer computing."
"When one brand delays a flagship launch, it opens a window of opportunity to fill that vacuum. Apple did just that." — Counterpoint's Tyler Graham
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"The United States is short power. We're short compute. We're short chips... I actually believe a new asset class will be buying futures of compute."
Read More BlackRock's Larry Fink: 'We just don't have enough compute'
"Until then, maybe think twice before answering a call on your iPhone."
Read More Fast Company: Apple must fix iPhone call recording
"Apple’s Tim Cook, who is also joining this China trip, has been a bit of an exception to the volatility rule, always keeping close enough to Trump to remain in his good graces, but never asking so much as to overextend his social capital."
Read More Trump's China trip: Apple and X are in, Nvidia is out












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