X @郭明錤 (Ming-Chi Kuo)

Here are a few additional points:1. The specific tariff percentage Trump proposes on iPhones isn’t the main concern. The bigger issue is that this is Trump’s second recent pointed comment targeting Apple—a warning sign Apple can’t ignore.2. Apple’s top priority in negotiations with Trump should be finding ways to avoid, delay, or prevent higher iPhone tariffs. For example, Apple could adjust its DEI policies to secure Trump’s temporary commitment to hold off on targeting them.3. Moving all iPhone assembly f ...