[andsoitis]

This seems like a good thing.

I would be curious to understand better if gay is the trigger for Apple. Is it because when they assess the various geopolitical dynamics that they conclude that this is the best thing for the company? Or did they get strong incentives (whether carrots or sticks) and that is why they’re doing it.

[browningstreet]

Forced compliance never generates the follow-through or results of authentic strategy.

[Fade_Dance]

Carrot on a stick.

Apple has been directly threatened with tariffs by Trump. Currently they are exempt from the India tariffs.

The capex commitment in the US is a transactional agreement to ensure that these exceptions are kept.

[al_borland]

Aren’t those one in the same?

[croes]

Unless Apple cuts its margin it means their products will become more expensive.

[onlyrealcuzzo]

They need to grow their margin to grow their P/E, so I can tell you what they aren't doing voluntarily.

[Aloisius]

Plenty of other ways to grow P/E ratio without increasing margin and of course, they don't really need to increase their P/E ratio.