With Apple heading into the holidays offering its strongest product line since 2014, Daniel Ives sets a new Street-high bull case of $200.

Excerpts from the notes I've seen. More as they come in.

Here's what you get for $549.
From "In Defense of Digital Advertising" posted on Stratechery Tuesday.
Read More Ben Thompson picks a fight with Apple over its new privacy labels
From 9to5Mac's "Last minute rumor says Apple might launch rumored AirPods Studio" posted Monday evening.
Read More Apple over-the-ear headphones this week? UPDATE: Today!

"This is a multi-layered topic." Gene Munster

"iPhone 12 Pro Max availability in the U.S decreased to ~16 days from ~27 days in just one week." -- Analyst David Vogt
From CNBC's "Loup Ventures’ Gene Munster warns investors: ‘There’s going to be a fracturing in FAANG’" posted Monday.
Read More Munster's fractured FAANG: Apple yes, Facebook and Netflix no (video)
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