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

From the Wall Street Journal's "Investors Eye U.S.-China Trade Talks; Dow Futures Waver" posted early Tuesday.

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

This is me, typing as fast as I can. All times Eastern.

"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.

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

From "Can Tim Cook stop Apple going the same way as Nokia?" ($) posted Sunday by The Economist.

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

From Gurman's "Power On" column posted early Sunday to Bloomberg Technology subscribers.

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

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