From "Bryn Talkington and Steve Weiss both trim Apple" which aired Friday on CNBC.

"We view Apple as a quality compounder." — Analyst Toni Sacconaghi
"Apple has recently set a new record, but it's not for a good reason."
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"Many American companies, led by Apple, have built supply chains that rely on contract manufacturers in China producing goods for export to the U.S., which face those tariffs."
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"Apple is grappling with declining market share in China, the world's largest smartphone market, where local manufacturers have intensified competition."

"There are limits when you're working with any outside firms, let alone 14 of them, for which your CarPlay project may not be a priority."
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