Tim Cook in China for Third Time This Year, Trump Threatens 10% China Tariffs, Amazon Invests Another $4B in Anthropic
Today's Above Avalon Daily email contains the following story:
Tim Cook in China for Third Time This Year
Trump Threatens 10% China Tariffs
Amazon Invests Another $4B in Anthropic
We kick off today’s update with my thoughts on Tim Cook’s third visit to China in 2024 and what appears to be political maneuvering and massaging tied to President Trump winning a second term. The discussion then turns to Trump threatening a 10% tariff put on Chinese goods. We conclude the update with Amazon putting more money in Anthropic.
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Trump Issues Directive to U.S. Companies in China, Tim Cook Continues to Thread the Needle, AAPL Observations
Today's Above Avalon daily update includes the following stories:
Trump Issues Directive to U.S. Companies in China
Tim Cook Continues to Thread the Needle
AAPL Observations
The big story over the weekend was new developments on the U.S. / China front. We kick off today’s email with a closer look at President Trump’s tweet “ordering” U.S. companies to look for alternatives to China. The discussion then turns to how Apple has been able to escape a direct hit in the U.S. / China trade fiasco. We conclude with a few of my observations regarding AAPL price action.
Above Avalon membership is required to read this daily update. Members can read the update here.
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Above Avalon members receive all of my analysis and perspective on Apple. The cornerstone of Above Avalon membership is access to my exclusive daily updates about Apple.
Daily updates are 2,000-word emails that revolve around the following topics:
Apple business and strategy analysis.
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Full coverage of Apple earnings, product events, and keynotes.
If it is of interest to Apple, it is something I pay attention to.
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