"While we don't quantify tariff impact, we believe there is uncertainty." — Analyst Brandon Nispel
"The reserves shipped at lower duty rates will insulate Apple’s U.S. operations for several months."
Read More Apple airlifts iPhones out of India to beat the tariffs
The Administration's plan is to replace an army of Asian screw turners with automated factories that American high-school graduates will service.
Read More 'Millions of human beings screwing in little screws to make iPhones'
In a downside scenario, where the recently announced tariffs remain in force for an extended period of time, we believe further negative EPS revisions could drive tech another leg down.
"Our $236 PT is 32x our CY26e EPS reflecting mid-single digit rev growth supported by its buyback." — Analyst David Vogt
Read More UBS sticks with its $236 Apple target and Neutral rating
The tariff on Chinese goods could add about $300 to the current $550 hardware cost to Apple of an iPhone 16 Pro that currently retails for $1,100, according to TechInsights.
Read More WSJ: Apple to make iPhones in India to dodge Trump's China tariffs
Words of caution from a trader who has been through a couple of these meltdowns before.
Read More Howard 'Stock Twits' Lindzon is buying Nvidia (video)

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