Daniel Ives — the Street's biggest tech bull — has thrown in the towel.
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"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?
Much will depend though on how US President Trump’s tariff threats play out, analysts said.
Read More In 2025, Foxconn says, it will double last year's iPhone output in India
"The winner in our view from this tariff is no one."
Read More Daniel Ives on 25% car part tariffs: 'Armageddon for the auto industry'
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