I last covered Apple Inc. (NASDAQ: AAPL ) in early April and downgraded the stock to a sell. It was my belief that the company’s business model was under pressure, mainly due to the U.S.-China trade war, and diversification efforts inI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In ...