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
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"Apple's dependency on China keeps investors up at night."
Read More Gene Munster: India Is starting to help Apple diversify its production
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)
"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
Indians are excited to be in the game; the French have had it jusqu'ici.
Read More iPhone 15 queues in India, Apple Stores on strike in France (videos)
Apple's iPhone 15 Pros: The reviews are in
2 years ago
2 years agoExcerpts from the reviews that caught my eye. More as they come in.
"We will work even harder to present you with a greater birthday gift next year, aiming for another doubling of employment, FDI, and business size in India." — Foxconn's V Lee in a birthday message to Prime Minister Narendra Modi
Read More Apple supplier Foxconn to double its India operations within a year
"This is all about putting one watt in the system for every watt our customers use to power our devices."
Read More Apple's Tim Cook: 'We want to be the ripple in the pond' (video)
"Each of the three offers is consistent with what they offered last year and the promotions should continue to offer some uplift to demand." — Analyst Amit Daryanani
Read More Evercore: $1,000 iPhone trade-ins a bullish signal for Apple
How to skewer Apple in 3:30 minutes (video)
2 years ago
2 years ago"Someone needs to tell the market that Apple is a shrinking company trading at a growth company multiple." — Bill Miller IV
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