"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
7 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
"No US tech company is more negatively impacted by these tariffs than Apple."
Read More Daniel Ives: 'China holds a lot of cards in this game of poker'
7 months ago"Who wears a Hawaiian shirt to an Armageddon?"
7 months agoDaniel Ives — the Street's biggest tech bull — has thrown in the towel.
"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
"The Street and us knew a bad 1Q was coming but this was even worse than expected."
Read More Daniel Ives: This is a 'brand tornado crisis moment' for Elon Musk's Tesla
From "Apple has a trojan horse in Siri, but it's still in the barn, says Requisite’s Bryn Talkington" which aired Thursday on CNBC.
Read More She halved her Apple holdings in December amid iPhone AI supercycle hype
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