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

From Brian Swint's "Trump Tariffs Cause Stock Market Chaos. Why Wall Street Didn’t Act on Warnings" posted Monday by Barron's ...

From CNBC's "Dow futures slammed by 575 points after Trump hits Canada, Mexico and China with tariffs" posted early Monday.

Growth of 150 million over previous year. Consistent with historic trend that traces back to 2009" posted Friday on Mastodon.

"Apple now risks making a bigger misstep by failing to find a 'next big thing' — the kind of moneymaking idea that turned it into a $3.5 trillion company." ...

Snell's work is beautiful, and his charts illustrate results that mine don't.

From "The Investor Channel... Fire Tim Cook!" which aired Friday on YouTube.

Excerpts from the notes I've seen. More as they come in.

Some of the commentary that caught my eye. More as its comes in.

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

From "Deepseek R1 Explained by a Retired Microsoft Engineer" posted Monday on Dave's Garage.