Horace Dediu will do the heavy lifting. I'll be interviewing Apple analysts and giving a presentation about AAPL in the Trump era.
Read More Headed to Boston for ACTIVE: The Apple Investor Conference
"Of course, Apple is late to AI, but they are essentially a toll collector on its unmatched global ecosystem."
Read More Apple bull Daniel Ives heads to WWDC with a $270 target
Could Apple build an off-ramp to placate Trump?
4 months ago
4 months agoApple’s chief executive may have wiggle room to get back in the president’s good graces. It starts with the iPhone.
"One of the smartest move that Cook and Cupertino made over the last few months was quickly pivoting to iPhone production/assembly in India."
"Trump Takes Shot Across the Bow at Apple; Frustrating Situation for Investors." — Analyst Daniel Ives
Read More Wedbush still 'Outperform' on Apple despite Trump's 25% iPhone tariff threat
"We maintain our OUTPERFORM and $270 PT reflecting incremental confidence in the India and China iPhone supply chain situation."
Read More Daniel Ives: Apple bulls need to look past the next 3 months
"Apple bulls need to look past the next 3 months and assume China tariff negotiations take a positive turn to stop this tariff tornado from hitting iPhone prices."
Read More Despite tariff tornado, Daniel Ives expects 'very strong results' from Apple
"Tariff uncertainty is the black cloud overhang on the tech sector with semis and Apple in the eye of the Category 5 storm on this trade war with China."
Read More Daniel Ives: Bullish on Apple despite tariff black cloud
Apple still bruised by Trump tariffs (video)
5 months ago
5 months ago"We've already set in motion a snowball that's going downhill, and that's the economy." — Wedbush's Daniel Ives.
Excerpts from the notes I've seen. More as they come in.
Read More Tariff reprieve: What the Apple analysts are saying
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