Trump's comment that $Apple(AAPL.US) will “help develop and manufacture” does not tell us much. It means there is a wide range of path forwards. It doesn’t mean that Apple will make and assemble a lot of products in the U.S. My guess is the majority of the $100B increase will be doing more business with existing U.S. suppliers, which would effectively check Trump's box of “help develop and manufacture”Source: Gene Munster