'Trump gets a headline and Tim Cook gets a tariff deal': Deepwater's Munster on Apple announcement

to Gene Muner of Deep Water Asset Management for his thoughts here. Gan, as you heard from Megan, um a huge 100% tariff on semiconductors brought into the United States. How do you how do you think about that impact.>> Well, Trump said right after that the companies that are committing are not going to be tariffed. And I would just given the context of the conversation, I think that one of the key takeaways here is that this is exactly what we all thought. This is a deal.Let's just kind of take three steps ...