Deepwater Asset Management's Gene Munster predicts that Apple and Tesla will receive tariff waivers from President Trump if the proposed China tariffs are executed in 2025.
Trump wants to spare Apple from losing to Samsung and Tesla from losing to BYD.
Munster's previous predictions for Apple in 2024 were partly correct, including the introduction of generative AI to Siri and no additional devices in the Vision product line.
However, Munster missed the prediction of Apple acquiring Peloton, but acknowledged the strong performance of Peloton shares without the use of AI.