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benzinga.com
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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.

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FAQ

Why Bearish?

The article highlights substantial tariff exposure for Apple, possibly affecting profitability and pricing.

How important is it?

Tariffs directly affect costs and can erode profit margins, which is crucial for investors.

Why Short Term?

Upcoming tariffs could impact Apple in the near term, affecting sales and margins.

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