Supreme Court tariff ruling just unleashed $166B in business refunds, yet analysts are still plugging in revenue growth assumptions from the tariff era like nothing happened. $AAPL trades at revenue growth while sitting on windfalls that don't exist in a single model. When these refunds slam Q2 earnings, the inevitable "beat" will be theater — companies aren't growing faster, they're just getting their own cash back from Uncle Sam's cookie jar.

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