Apple: Pawn In The Trade War, But Playing The Board Wisely

Apple Inc. (NASDAQ: AAPL ) stock has been beaten down since the beginning of the year on President Trump’s tariffs and fears over escalating trade uncertainty. First came the threat of a 140% tariff on iPhonesI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like ...