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

From Barron's' "Stock Futures Falling as Market Weighs Economic Data, Tariff Fears" posted early Tuesday.

From David Price's "Apple Intelligence was both too early and too late" posted Monday.

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

From Tina Nguyen's "House GOP subpoenas Big Tech for evidence that Biden made AI woke" posted Friday by The Verge.

From Gurman's "Apple’s AI crisis will be top of mind at Apple’s Top 100 executive offsite meeting this week." posted Sunday ...

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

"I believe that very soon — probably in 2026 or 2027, but possibly as soon as this year — one or more A.I. companies will claim they’ve created an artificial general intelligence." ...

They laughed when Steve Jobs named the tablet.

From Mark Gurman's "Apple’s Siri Chief Calls AI Delays Ugly and Embarrassing, Promises Fixes" posted Friday by Bloomberg.

"The good news is that Apple is still a huge cash machine." ...

With max pain at $217.50 on Friday morning, puts are trading at a higher strike price ($240) than the calls ($220).