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88 days

Is now a good time to buy an iPhone? - MarketWatch

1. Trump threatens to impose 25% tariffs on U.S. iPhones. 2. Analysts suggest absorbing tariffs is better than relocating manufacturing. 3. iPhone upgrades are increasing despite fears about Apple’s brand power. 4. Consumers worry about rising prices due to tariffs on luxury goods. 5. Retirement of younger iPhones suggests a shift in consumer behavior.

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FAQ

Why Bearish?

Increased tariffs could lead to higher retail prices, reducing demand for AAPL products. Historical analysis shows that consumer electronics often face reduced sales during price surges caused by tariffs.

How important is it?

The discussion on tariffs and consumer sentiment directly influences iPhone sales, AAPL's key revenue driver.

Why Short Term?

The impact of tariffs on consumer buying behavior can manifest quickly, leading to immediate revenue concerns for AAPL.

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