Why Apple Could Be a Big Buyer in 2018

The video discusses the impact of the new Trump administration on cash repatriation and investment opportunities in R&D and stock buybacks. It highlights Apple's cash surplus and potential M&A targets, including Disney, while noting the challenges of large mergers. The removal of tax penalties opens up new investment avenues, particularly in AI and content. The video also analyzes the improbability of Apple acquiring Tesla due to operational differences.

What opportunities does the new Trump administration open up for companies regarding cash investment?

How does political uncertainty in the US affect companies' stock buyback strategies?

What are the implications of Apple having too much cash, and how is this problem evolving?

What factors might influence Apple's decision to pursue mergers and acquisitions in the future?

Why is the idea of Apple acquiring Tesla considered to have a low probability?