Horace Dediu will do the heavy lifting. I'll be interviewing Apple analysts and giving a presentation about AAPL in the Trump ...

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

From "Apple unveils 'liquid glass' technology and other new features" which aired Monday on CNBC.

Here are the changes to expect" which aired Monday on CNBC.

"Through extensive experimentation across diverse puzzles, we show that frontier LRMs face a complete accuracy collapse ...

Here's what to expect" which aired early Monday on CNBC.

Tesla, Apple, Robinhood, AppLovin, and More" posted early Monday: Stock futures were mostly higher Monday as ...

From Gruber's "Bill Atkinson dies from cancer at 74" posted Saturday on Daring Fireball.

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.

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

"Of course, Apple is late to AI, but they are essentially a toll collector on its unmatched global ecosystem." ...