Kuminga

Tim Cook is the type of CEO I want as an investor . Navigating and working with all administration intelligently .

Elon is not but I love his cars and self driving tech. 

Mike Wuerthele said:

Kuminga said:

Anyways

we will see. You might be right , no exemption but we have people in our building who feel otherwise 

"Feel" isn't what you'd call "fact." 

If you do in fact do this for a living, and I have no reason to believe that you don't, then you know that Apple stock is mercurial, based on very little at all. Please, WWDCs of the past impacting the stock price MORE than today? What a joke.

We've seen bigger price excursions based on less tangible news than $100 billion investment in the US.

Actually

Apple stock is not mercurial at all. It in fact does not make 5-6 percent moves for no reason all the time, that seems to be what you are implying .

Mike Wuerthele said:

Kuminga said:

Anyways

we will see. You might be right , no exemption but we have people in our building who feel otherwise 

"Feel" isn't what you'd call "fact." 

If you do in fact do this for a living, and I have no reason to believe that you don't, then you know that Apple stock is mercurial, based on very little at all. Please, WWDCs of the past impacting the stock price MORE than today? What a joke.

We've seen bigger price excursions based on less tangible news than $100 billion investment in the US.

Apple stock has not participated in the post liberation day rally, in fact it has retreated while other names have soared .

It’s been a hated name in a bull market last 3 months .

so for a stock with this back drop to be moving this much , it has to be something material. And yes we do go by feel and sources quite a bit , otherwise , if we always wait until things are annoyed on CNBC, it will be too late. That is when we sell the news .

Your post above actually made my point for me.

as we write this , we are getting more confirmation that Apple will indeed be exempt from Indian tariffs 

Anyways

we will see. You might be right , no exemption but we have people in our building who feel otherwise 

Mike Wuerthele said:

Kuminga said:

Mike Wuerthele said:

Kuminga said:

Not really

They  just need an exemption and looks like they getting they from all the US investment announcement today 

stock is huge

There hasn't been one yet in this administration, and Trump has been incredibly vocal about Apple not manufacturing the iPhone in India.

https://appleinsider.com/articles/25/05/15/trump-has-a-problem-with-tim-cook-because-foxconn-is-building-factories-in-india

From that article:

"I had a little problem with Tim Cook yesterday," Trump said to press on May 15, 2025, according to CNBC. "I said to him, 'my friend, I treated you very good. You're coming here with $500 billion, but now I hear you're building all over India.' I don't want you building in India."

"I said to Tim, I said, 'Tim look, we treated you really good, we put up with all the plants that you build in China for years, now you got build us," he continued. "We're not interested in you building in India, India can take care of themselves... we want you to build here'."

And, as a reminder, Apple paid $800 million in tariff increases last quarter, and is expecting another $1.1 billion before this doubling in the current quarter.

Well yes but

There  has to be a reason Apple stock is up so much today 

Feel like exemption deal has been struck 

There is no "yes, but." The stock was up this morning based on the Apple investment in the US.

https://appleinsider.com/articles/25/08/06/apple-expected-to-announce-another-100b-us-manufacturing-investment

IF there's an exception, we'll talk about it. There isn't one now, and there's zero talk of there being one. This is what's happening now.

100 billion on top of the 500 billion

Just based on the investment news , stock won’t be moving that much

i do this for a living