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I would be long AAPL if they didn't have the majority of their production in China. That now poses a significant risk and Apple execs must be sweating bullets right now scrambling to onshore.



They’re slowly moving production to Vietnam and India. But I don’t think that’s far enough from China if a war between US and China breaks out.


Let alone China invading Taiwan.

What’s going on in Ukraine is alteady horrible, add this scenario to the equation and we’re looking at ultimate doom.

There. I said it.


I have a bunch of money ready to spend at a moments notice at my nearby computer shop as soon as I hear Taiwan has been invaded.

I figure whatever I can get at that time will serve me well for the next 10 years.




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