Term" posted Wednesday to Deepwater Asset Management subscribers.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...

The independents are more bullish than the pros, as usual.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...

From Akash Sriram's "Apple investors seek clarity on tariffs, AI strategy as iPhone sales decline" posted Tuesday by Reuters.

The Dividend Should Rise But Stock Is Still Likely To Slide" posted Monday by Seeking Alpha.

From a note to J.P. Morgan clients that landed on my desktop Monday.

From a note to Morgan Stanley clients that landed on my desktop Monday.

The ongoing breakup of Apple’s AI team is in response to a lack of faith in its ability to develop products — at a time when ...

A place for Apple traders and investors to share their best ideas.

From a note to BofA Securities clients that landed on my desktop Thursday.