Why Apple Analyst Mohan Thinks Tariff Risks Are Already Priced In

The video discusses Apple's situation with potential Chinese retaliation due to trade tensions. It analyzes iPhone sales, inventory trends, and App Store performance in China. The discussion includes Apple's supply chain strategy, potential impacts of Chinese actions, and Apple's financial strategies, including stock buybacks and dividends.

What is the potential impact on Apple's earnings if China were to ban iPhone sales?

How does Apple manage its capital return strategy amidst market fluctuations?

What are the long-term investment strategies Apple is considering for its services?