Despite his estimated 5% cut in iPhone 14 supplies, Ives is sticking with his Street-high $200 price target.
Read More Daniel Ives: Apple facing 'major shortage' of iPhones this Christmas
"Musk has managed to do what the bears have unsuccessfully tried for years... crush Tesla's stock."
Read More Train wreck: Daniel Ives drops Tesla from 'best ideas' list, slashes target $50
"Big Tech needs to quickly adjust to a much different backdrop or risk losing its luster for investors that have bet on these tech thoroughbreds for the past decade."
Read More Daniel Ives: Big Tech hopes rest on Apple's shoulders
From "Is Cupertino Navigating the Economic Storm?" a note to Wedbush clients that landed on my desktop Tuesday.
Read More Wedbush's Daniel Ives: 'We view this as a seminal print for Apple'
From "Apple Unveils New Products Ahead of the Holidays. The Company Is Flexing Its Muscles, Analyst Says." posted Tuesday by Barron's.
"Our positive thesis on Apple remains unchanged and we are not wavering in our view the iPhone 14 Pro demand is robust and this will enable Apple to power through."
Read More Daniel Ives dismisses Bloomberg report, sticks with $220 Apple target
"So far we are seeing overall demand tracking 8%-10% ahead of our expectations on the Pro front."
Read More Daniel Ives: 'Brisk sales' for iPhones out of the gate
From a note to Wedbush clients that landed on my desktop Saturday.
Read More Daniel Ives: iPhone 14 pre-orders running ahead of iPhone 13 out of the gate
Heading into iPhone 14 Launch Next Week, Another Pivotal Moment for Cupertino.
Read More Daniel Ives: Tim Cook has sailed Apple safely through the macro storms
"When the tide goes out we see who's been swimming naked." -- Attributed to Warren Buffett
Read More Apple bull Daniel Ives takes on tech bear Charlie Bobrinskoy (video)
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