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Tim Cook gave some clarity on India, but tariffs and AI remain big unknowns for Apple

1. Tim Cook discussed tariffs, AI, and supply chain concerns during earnings call. 2. Apple expects a $900 million impact from tariffs for the June quarter. 3. Sales in Greater China dropped 2% due to local competition. 4. Apple's AI initiatives are delayed but starting to drive revenue improvements. 5. Uncertainty in tariffs and AI could negatively affect Apple’s performance.

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FAQ

Why Bearish?

The looming tariff impacts and declining sales in China present risks.

How important is it?

Tariff changes and output from the AI sector directly influence AAPL's profitability.

Why Short Term?

Current uncertainties will likely affect near-term earnings and investor sentiment.

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