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

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

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

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

From "Street's biggest Apple bear says a production move to India is unrealistic" which aired Saturday on CNBC.

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 ...

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

Trust Issues" posted Thursday by Apple.

From "Apple Aims to Build Most iPhones for US in India by End-2026" posted Friday by Bloomberg.

From Adrienne So's  "The Apple Watch Just Turned 10. Here’s How Far It’s Come." posted Thursday by Wired.

Official Trailer 2" posted Thursday by Apple.