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

What's surprising is how many of the features and products he introduced next were disappointments.

From Ed Hardy's "iOS 26 still struggles to gain traction with iPhone users" posted Thursday by Cult of Mac.

From Kalley Huang and Tripp Mickle's "The Man Who Could Be Apple’s Next C.E.O." (free) posted Thursday.

"How PLA could use ‘decapitation’ strike to counter Taiwan’s ‘porcupine’ strategy" posted Saturday by the South China Morning Post.

From Cybart's "A Different Sales Proposition for Apple Vision Pro?" posted Friday to Above Avalon subscribers.

From a note to Evercore clients that landed on my desktop Friday.

From Dave James' "Dell's CES 2026 chat was the most pleasingly un-AI briefing I've had in maybe 5 years" posted Tuesday by ...

From "2026 is set to be a pivotal year for Apple — one that could shape CEO Tim Cook's legacy" posted Wednesday.

From CNBC's "Stock futures fall, with the Dow and S&P 500 set to pull back further from record highs" posted early Thursday.

The Partnership That Built Modern Semiconductors" posted Thursday by SemiAnalysis.

From "JPMorgan Chase Reaches a Deal to Take Over the Apple Credit Card" (free) posted Wednesday by the Wall Street Journal.