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The case for Apple (AAPL) rerouting its component supply chain is now official.
What complicates it is that Chief Executive Tim Cook, speaking on an earnings call, framed the work as an evaluation of all options for alternative suppliers without naming a single new source, a cost, or a timeline.
The physical flows have not changed yet, and the AI upgrade opportunity Cook also described may eventually justify the disruption, but the warehouses have not heard about it.
What Cook said, and what he did not say Apple is evaluating all options for alternative suppliers. That is what Cook told investors.
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