Reading Between the Lines
share buyback
May 6th, 2026: Apple Halts Share Buyback, Apple’s Net Cash Trajectory, Net Cash Neutral vs. Excess Cash
three charts
May 4th, 2026: Apple’s 2Q26 In Three Charts
2Q26
May 1st, 2026: Apple Earnings, Stellar iPhone Demand, Apple Sunsets Net Cash Neutral Target
2Q26
April 29th, 2026: Previewing Apple’s 2Q26 Earnings: Above Avalon Estimates
2Q26
April 28th, 2026: Previewing Apple’s 2Q26: It’s All About Product Supply
April 27th, 2026: Where Apple Is Headed
John Ternus
April 23rd, 2026: What Apple May Look Like With John Ternus as CEO
John Ternus
April 21st, 2026: Apple's Next Leadership Era
Globalstar
April 20th, 2026: Amazon to Acquire Globalstar, Apple to Partner With Amazon Leo, The Big Picture
MacBook Neo
April 10th, 2026: There Isn’t a MacBook Neo “Dilemma”
iPhone Air