Today's Above Avalon stories:

My iPhone SE Theory
Early iPhone SE Demand Trends in China
New Apple Watch Marketing

We kick off today's email by looking at my simple theory about the iPhone SE. Is it appropriate to assume the SE serves as a hint for future changes to the iPhone line? Next, we discuss some of the iPhone SE's financial implications on Wall Street. What do the early iPhone SE demand trends in China point to regarding sales and Apple's 3Q16 earnings? We conclude with a closer look at some of the marketing changes found with Apple's Apple Watch website overhaul. By tracking Apple Watch marketing changes, we can stay up to date as to how Apple is thinking about the product.

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