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Posted by
Two Blokes May 15 -
Filed in
Stock
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1 view
Market fears about Apple's tariff exposure are overblown; management's foresight and strategic planning mitigate significant disruptions, maintaining strong customer loyalty and market share. The company's proactive supply chain optimization and exemption from certain tariffs support a resilient outlook. AAPL's strategic supply chain diversification to India and Vietnam minimizes tariff impact, with a projected gross margin reduction of only 0.8% in FY2025.
