ALERT: The iPhone Supply Chain Shockwave Has Begun
Despite the tariff truce, Apple's radical shift is already underway...
Hello there,
Apple is aggressively moving to manufacture most US-bound iPhones in India by 2026, regardless of the current trade situation.
This seismic supply chain shift is creating premium valuations for suppliers who can serve both manufacturing hubs.
The companies positioned to thrive after the August 12th deadline aren't the ones most investors expect. Access full story here.
-Christopher
P.S. Logistics firms managing the new India-US trade corridors are posting record revenues already. You really need to read this before it's too late.