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Some of the commentary that caught my eye. More as it comes in.
Rather than dominating the top 10 spots, as they do more often than not, this time the indies dominated the bottom 10.
Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s March quarter results.
From Tripp Mickle's "Could Apple Exist Without Its Ties to China? Probably Not." posted Thursday by the New York Times.
Big Tech earnings will trade like a pair of twos" which aired Tuesday on CNBC.
From a note to J.P. Morgan clients that landed on my desktop Monday.
From a note to Morgan Stanley clients that landed on my desktop Monday.
From "Street's biggest Apple bear says a production move to India is unrealistic" which aired Saturday on CNBC.
From Adam Clark's "Apple Earnings Are Overshadowed by Tariffs. Reasons the Stock Can Still Deliver." posted Monday by Barron's.
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 Adrienne So's "The Apple Watch Just Turned 10. Here’s How Far It’s Come." posted Thursday by Wired.
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