To The Moon

$Apple(AAPL)$   Apple (AAPL) Chief Executive Officer Tim Cook said the company estimates an additional $900 million in costs in fiscal Q3 June quarter "assuming the current global tariff rates, policies, and applications do not change for the balance of the quarter, and no new tariffs are added." Trump Adminstration global tariff rates have made a lot of havoc on Apple's short term earning prospects. Cook went on to add in the company's fiscal Q2 earnings conference call late Thursday that the "estimate should not be used to make projections for future quarters, as there are certain unique factors that benefit the June quarter." Responding to a question from Amit Daryanani, an analyst at Evercore ISI Institution

Last week's unusual volume selloff in $Apple(AAPL)$ is also now down to last July's levels.While there is some degree of skepticism about the reduction (liquidation) of positions by LO investors such as Warren Buffett $Berkshire Hathaway(BRK.B)$ this can only be verified in next quarter's 13F.Fundamentally several events affecting the medium term are enough to change investor expectations.Apple Intellegence delayMany of Siri's new features, such as analyzing screen content and controlling apps with precision, were shown off at WWDC, listing them as selling points for the iPhone 16 and putting them into a marketing push, but the features shown off were only "half-finished prototypes."However, the original

$Apple(AAPL)$   Apple (AAPL) Chief Executive Officer Tim Cook said the company estimates an additional $900 million in costs in fiscal Q3 June quarter "assuming the current global tariff rates, policies, and applications do not change for the balance of the quarter, and no new tariffs are added." Trump Adminstration global tariff rates have made a lot of havoc on Apple's short term earning prospects. Cook went on to add in the company's fiscal Q2 earnings conference call late Thursday that the "estimate should not be used to make projections for future quarters, as there are certain unique factors that benefit the June quarter." Responding to a question from Amit Daryanani, an analyst at Evercore ISI Institution

Last week's unusual volume selloff in $Apple(AAPL)$ is also now down to last July's levels.While there is some degree of skepticism about the reduction (liquidation) of positions by LO investors such as Warren Buffett $Berkshire Hathaway(BRK.B)$ this can only be verified in next quarter's 13F.Fundamentally several events affecting the medium term are enough to change investor expectations.Apple Intellegence delayMany of Siri's new features, such as analyzing screen content and controlling apps with precision, were shown off at WWDC, listing them as selling points for the iPhone 16 and putting them into a marketing push, but the features shown off were only "half-finished prototypes."However, the original