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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.
From a note to Oppenheimer clients that landed on my desktop Thursday.
From "We're not expecting a good result or outlook from Apple's earnings, says D.A. Davidson's Gil Luria" which aired ...
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.
From "Epic Games Inc. vs. Apple Inc." posted Wednesday by the U.S. District Court, Northern Disctrict of California.
"Clearly a negative for Apple, but the impact will be manageable as we think a limited number of developers will choose to go ...
"Apple bulls need to look past the next 3 months and assume China tariff negotiations take a positive turn to stop this ...
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...
The independents are more bullish than the pros, as usual.
From Akash Sriram's "Apple investors seek clarity on tariffs, AI strategy as iPhone sales decline" posted Tuesday by Reuters.
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