➡️In the end, Apple will only fit a small part of the $100B bill, so I don't expect measurable changes to margins.
➡️ The point is not for Apple to make measurable operational changes in the supply chain. ➡️Trump doesn't care about details. He wanted the headline. ➡️ Apple gets tariff relief ($4B-$10B a year) ➡️Suppliers may "win" with new business or get "crunched" because Apple will pressure them on margins. Likely a mix of the two. ➡️This is a lot of jockeying to get us back to where we were at the start of this year. $Apple(AAPL.US)Source: Gene Munster
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