"While a new, lower so-called sectoral tariff may still come on goods that have semiconductors — and a 20% tariff on China remains — the change marks a win for Apple."
India now makes 20% of Apple's iPhones
1 year ago
1 year ago"In 2022, Bloomberg Intelligence estimated it would take eight years to move just 10% of Apple’s production capacity out of China."
"Tim cares about nothing else. It’s the only thing he’s really spending his time on from a product development standpoint." — Someone "with knowledge of the matter"
Read More Mark Gurman: Tim Cook is 'hell-bent' on AR glasses
WSJ: 'It's good to be Tim Cook'
1 year ago
1 year ago"Too bad if you make shoes, or clothing, or thousands of other consumer products that must pay the tariffs but lack the political or market clout to win exemptions."
A place for Apple traders and investors to share their best ideas.
Read More This week's Apple trading strategies (4/14-4/18/25)
Excerpts from the notes I've seen. More as they come in.
Read More Tariff reprieve: What the Apple analysts are saying
"Tim Cook, Apple’s chief executive, has been at the forefront of the industry’s courtship of Mr. Trump."
Read More What role did Apple play in negotiating a tech tariff reprieve?
"This is a major development."
Read More Report: Apple got tariff carve outs for Macs and iPhones
"Yesterday, April 9, will go down as the day where more insider trading took place than any day in history." — Scott Galloway
Read More What Prof G learned on Tuesday while selling naked Apple calls
"Seriously, I could have been Lasso."
Read More Saturday Apple video: Everyone but Jon Hamm (2022)
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