Apple’s M&A Philosophy, A Controlled iPhone Leak by Apple?, The Large iPhone Screen Narrative

Today's Above Avalon daily update includes the following topics: 

  • Apple’s M&A Philosophy

  • A Controlled iPhone Leak by Apple?

  • The Large iPhone Screen Narrative

We begin today's email with my recent weekly article, "Poaching Tesla." In particular, we discuss Apple’s M&A philosophy. The discussion then turns to what I think is a controlled leak from Apple regarding the new iPhones and the broader narrative regarding Apple’s embrace of large screen smartphones.

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Apple Event Review: Major Themes and Takeaways

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Apple Discloses Products Impacted by U.S. Tariffs, Apple's Tariffs Risk, Estimating Tariff's Impact on Apple Earnings