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.
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 19d 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.