The announcement of the 90-day tariff pause with China turned into a boon for tech stocks, as the indexes spiked higher. One of the more notable cheerleaders is Dan Ives, senior equity research analyst at Wedbush Securities. Ives went so far as to call this a "dream scenario" for Apple (AAPL -0.07%).But is that truly the case? Nobody questions the market leadership of the iPhone and the iOS ecosystem, and a trade deal with China should bring more certainty to its supply chain.Still, Apple recently lost its ...