Apple 'in Transition'; Samsung in 'Tough Slog,' Strategist Says

The transcript discusses Apple's recent performance, highlighting investor expectations and challenges in the Chinese market due to competition with Huawei and Xiaomi. It explores Apple's transition strategy beyond the iPhone, focusing on leveraging services like Apple Pay. The discussion also covers Apple's stock valuation, potential impacts of US-China trade tariffs, and Samsung's challenges amid Japan-South Korea trade tensions.

What are the potential impacts of tariffs on Apple's pricing and profit margins?

How might the introduction of the Apple Credit Card influence the company's future revenues?

What challenges does Samsung face in the current market, and how might this affect its stock performance?