SiTime

twolf2919 said:

You might want to consider reading what you previously wrote :-)

"but now, that may not have been necessary. Exemptions may not occur, and anything could happen or change at a moment's notice, so Apple may continue shipping iPhones in massive quantities to stockpile during the 90-day reprieve."

As you wrote yourself earlier in the piece, China is not part of the 90-day reprieve, so unless Trump specificially excludes Apple, Apple doesn't have 90 days to stockpile.

Many iPhones are assembled in China, but iPhones are assembled in countries other than China as well. Apple can continue to ship iPhones from India (and elsewhere ex-China) to warehouses in America at the 10% tariffs rate during the 90-day pause. America can get the India (and elsewhere ex-China) assembled iPhones, while the China assembled iPhones can go to the rest of the world.

I recently (for the first time in a long time) gave Apple TV+ a try. The last time I subscribed was a few years ago when the service had very little that I was interested in. But this time around with my subscription I found quite a few series that I enjoyed a ton.

”For All Mankind” is a great series. It debuted in 2019 (still on-going), but I had no idea it existed until a few weeks ago. 

9secondkox2 said:

So apple benefits from the panic buy now. Then when September hits and things have cooled a bit, apple benefits again from upgraders? Highly possible. Be interesting to revisit in 5 months. 

Very few buying now are going to buy again just 5 months. This is demand that is being pulled forward.