3 Stocks We Are Betting Against - Apple (NASDAQ:AAPL), PVH (NYSE:PVH)

1. Apple faces a 20% fentanyl-related tariff on its products. 2. Temporary exemptions from tariffs might not indicate a US-China deal. 3. New tariffs on electronics could soon affect Apple significantly. 4. Apple's current tariff exemptions cover about 22% of imports from China. 5. Apple's fundamental metrics remain strong amid tariff concerns.