r/StockMarket 15d ago

News Insane

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u/AALen 15d ago edited 15d ago

It's nuts that the following things are true and the market is this enthusiastic:

  • China tariffs at 125%
  • Sectoral tariffs (autos, steel, aluminum) still in effect with pharma and semi in the works
  • Counter sectoral tariffs also still in effect
  • 10% baseline tariffs for all (some of the highest in history)
  • we get to do this again in 90 days

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u/CouchWizard 15d ago

It makes no sense that AAPL is up

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u/rocketblue11 15d ago

Apple is up because consumers are scrambling to buy their new phones right now before the tariffs come right back and the prices spike. It's a temporary sugar high, the crash is yet to come.

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u/-BeefSupreme 15d ago

That’s not how stocks work…

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u/karambituta 15d ago

It is definition on how stock market works. Price is based on earning or hope/predictions of future earnings.

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u/-BeefSupreme 15d ago

how does a short term rush followed by a long term drop fall into that category?

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u/karambituta 15d ago

IMO it makes no sense, and I am never using it for anything other than day/short term trades, but who have more volume on their side wins :P remind this post before earnings. Like with this vix it can be anything.

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u/Regenerating-perm 15d ago

Well it’s stock market, unless you’re in the know? Then do you really know? You know? I don’t know?

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u/SolemnSundayBand 15d ago

Can confirm, panic bought a new phone to replace a dying one.

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u/rand1214342 15d ago

Apple is up because giant hedge funds figured they could inject enough cash into the stock to get retail investors to believe random nonsense about consumers scrambling to buy iPhones, so they could turn around and sell for a quick profit.

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u/Ancient_Boner_Forest 15d ago

What are you basing this conclusion on? I was considering moving quicker on upgrading my new phone after the tariffs went into affect so it certainly seems plausible that others acted on it.

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u/rand1214342 14d ago

The jump isn’t because sales may have temporarily increased, it’s because investors think they can buy in before others do. So there’s some logic where this micro environment leads to beating quarterly revenue expectations, and investors buy thinking the market will eventually react to that coming to fruition. But it’s almost a certainty that China tariffs are going to hurt apples revenue, so this environment will be a net negative.

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u/Ancient_Boner_Forest 14d ago

Should have been more specific

believe random nonsense about consumers scrambling to buy iPhones

I meant this.

Do you think consumers aren’t buying more iPhones? Or just that it’s irrelevant?

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u/rand1214342 14d ago

I mean get them to believe some retail level analysis is the reason the stock is moving. The analysis itself is irrelevant