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 likelihood of China directly banning iPhones according to the analysis?

• Moderate

• Very high

• Low

• Uncertain

What is one of the strategies Apple is using to diversify its supply chain?

• Focusing solely on the US market

• Reducing automation

• Moving production to India

• Increasing production in China

How many iPhones does Apple currently sell in China?

• 10 million

• 20 million

• 35 million

• 50 million

What is the potential impact on Apple's earnings if China bans iPhones?

• A 29% hit

• No impact

• A 50% hit

• A 10% hit

What financial strategy has Apple increased by $75 billion?

• Stock buyback program

• Research and development

• Marketing budget

• Employee salaries

What is Apple considering for future investments?

• Increasing its workforce

• Investing in content and services

• Building new headquarters

• Expanding its retail stores

How does Apple view its stock buyback program?

• As a prudent long-term investment

• As a way to increase market volatility

• As a method to reduce innovation

• As a short-term strategy