"The company has already all but guaranteed this will be its biggest quarter ever for total revenue and iPhone sales." ...
A place for Apple traders and investors to share their best ideas.
From Rolfe Winkler's "How Tim Cook Evaded Disaster at Apple This Year" posted Friday by the Wall Street Journal.
Excerpts from the notes I've seen. More as they come in.
Of the top ten spots, seven were taken by indies. On the other hand, indies also took the bottom three.
From "Global smartphone market grows 3% in Q3 2025, led by emerging economies" posted Thursday.
"In this note, we attempt to quantify the 5-year (C25-30) earnings potential of Apple based on gaining/losing share in each of its respective product categories, and services segments." ...
This quarter, the independents are $2 billion more bullish than the pros.
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
From Bloomberg's "Trump Dines With Apple, Salesforce Chiefs at Tokyo Dinner" posted Tuesday.