From "Apple Lost the AI Race" posted Thursday.
"Analysts were too pessimistic 9 months ago; now, they're too optimistic on Apple's super replacement cycle." — Felix Wang ...
"Look for Apple to advance toward $345 by the third quarter." ...
From "Worldwide PC market declined 4% in 2Q26 amid mounting supply pressure" posted Thursday by Omdia.
From "China Smartphone Sales Decline 13% YoY Over 618 Shopping Period; Huawei Bucks Trend" posted Tuesday by Counterpoint ...
From "Why Apple is Going to $400" posted Tuesday on WAYT.
From a note to Evercore clients that landed on my desktop Wednesday.
From Foo Yun Chee's "Apple loses challenges against EU rules to curb Big Tech" posted Wednesday by Reuters.
From "Apple TV shatters records with historic 87 Emmy nominations, led by breakout freshmen hits" posted Wednesday by ...
From Zaker Lee's "Global smartphones priced below $400 will decline by 22% as memory costs soar" posted Tuesday by Omdia.
A place for Apple traders and investors to share their best ideas.
From a note to J.P. Morgan clients that landed on my desktop Tuesday.
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