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

"Apple bulls need to look past the next 3 months and assume China tariff negotiations take a positive turn to stop this ...

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.

From Adam Clark's "Apple Earnings Are Overshadowed by Tariffs. Reasons the Stock Can Still Deliver." posted Monday by ...

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

From Angela Palumbo's "Strong Earnings for Apple Could Precede a Tariff Pummeling" posted Thursday by Bloomberg.

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

"You have this tremendous menu of problems created by tariffs and moving to India doesn't solve all the problems." ...

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 the company simply cannot afford any more delays or engineering snags.