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

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

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.

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.] ...

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

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

Previous Post Apple blows past expectations and its shares fall. What gives?

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.

Exclusive: The Apple 3.0 analysts (pros and indies) have placed their bets in advance of today’s September quarter results.

From Christine Ji's "Why Apple’s blockbuster earnings weren’t enough to lift the stock" posted Friday by MarketWatch.