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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