"Along with many peers, Apple has been stocking up on inventory stateside for months in anticipation of the tariffs."
Read More Mark Gurman: How Apple will soften the blow of Trump's tariffs
Daniel Ives — the Street's biggest tech bull — has thrown in the towel.
"You don’t become a trillion-dollar gadget company by charging for things at cost."
Read More How will Apple absorb the iPhone's post-tariff bill of materials?
A place for Apple traders and investors to share their best ideas.
Postcard from Boston
1 year ago
1 year agoHands off our Apple products and components.
"The company has a few months before it really needs to make a decision about whether or not it’s going to raise the price, eat the difference, or some combination of both."
"Now there's only one thing left to do: Control, Alt, Delete."
"We answer the Top 10 investor FAQs from yesterday, including (but not limited to): what are your companies saying? What is downside to AAPL? Will there be tariff exemptions? What about potential retaliatory actions? Where are you buying the dip? And how are enterprises responding to future price hikes?"
Read More Four answers from Morgan Stanley's Top 10 Apple investor questions
"Henceforth I will unlikely ever be an investor in the U.S. again unless there is blood in the streets from a civil war and the gutting of the country’s current political and business elite."
Read More Tommo_UK: The age of American exceptionalism is over
"If you want a $3,500 iPhone, we should make it in the U.S. If you want it for $1,000 you keep it in China."
Read More Wedbush's Daniel Ives: 'Economic armageddon' ahead if Trump tariffs stick
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