I think it might just be the other way around, if they front-loaded a lot of inventory shipments before tariffs were due to hit they might be loaded with unusua

I think it might just be the other way around, if they front-loaded a lot of inventory shipments before tariffs were due to hit they might be loaded with unusually high inventory levels that needs shifting and will be hard to do so at price if a new model is out. Add to this the recent economic uncertainty and prospective buyers might just have been holding up purchases (thus further adding to inventory if they already front-loaded before tariffs). As for people buying powerful machines that could be worth going to a 5090 based machine instead, they're probably a fairly small part of the Mac purchaser market in the big picture.