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

From Dan Gallagher's "Apple’s Growing List of Problems Clouds AI Reboot" posted Friday by the Wall Street Journal.

"If judged on the question of creation and satisfaction of the customer — i.e. the ultimate purpose of the firm — the App ...

From "The AI Interface Apple Already Built (But Never Launched)" posted Thursday on Tommo.fyi.

"What jumps out to me is that Apple has a more advanced cloud-based LLM that is rumored to be 150 billion parameters. This ...

From Gruber's "Meta and ayandex have both been de-anonymizing Android users' ostensibly sandboxed private web browsing ...

"Our Key First Look Data reflects outsized y/y iPhone sales growth (+20% y/y) for the second month in a row, due to continued ...

From a note to Needham clients that landed on my desktop Wednesday.

From Mike Scarcella's "Apple loses bid to pause app store reform order in Epic Games case" posted Wednesday by Reuters.

"Although the denial of a stay is a headwind for Apple, we continue to believe the magnitude of impact is likely to be ...

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.] ...

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