"It does not take a genius to figure out that this model leaves no room for profit, paying back debt or equity investors." ...

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

From Barron's' "Stock Futures Dive as AI Concerns Grip Markets. Gold, Cryptos Sell Off Amid Fed Fears." posted early Monday.

From "This is NOT an iPhone." posted on MKBHD.

From David Phelan's "Apple Cancels iPhone Upgrade Program, Says ‘You’ll Love What’s Next'" posted Saturday by Forbes.

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

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

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.] ...

From Dan Gallagher's "Memory Shortage Haunts Apple’s Blowout iPhone Sales" (free) posted Friday by the Wall Street Journal.

Apple's revenue, earnings, Services and iPhone sales all grew double digits. China sales grew an astonishing 38%.

Of the top 13 spots, 12 were taken by indies.

From Brandon Evans' "Apple prepares to produce its largest revenue jump in four years with Q1 results" ($) posted Sunday by ...