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

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

From Andrew Williams' "Apple May Shift to Making US iPhones in India. It Won’t Be Easy" posted Friday by Wired.

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

From Alex Harring's "Several Wall Street shops trim their Apple price targets ahead of earnings next week" posted Wednesday ...

From Mark Gurman's "Apple’s New Siri Chief Enlists Vision Pro Talent to Start Comeback Bid" posted Tuesday by Bloomberg.

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

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

"Phone owners characterize Apple Intelligence as easy to use, innovative, and something that improves their user experience." ...

From "Global PC Shipments Up 6.7% YoY in Q1 2025 Amid US Tariff Anticipation" posted Tuesday.

From Julie Coleman's "Jim Cramer on how Trump's stance on China harms Nvidia and Apple" posted Monday by CNBC.

Trust Issues" posted Thursday by Apple.