Om Malik:

> It is easy to find a replacement for TikTok. We don’t use Huawei and WeChat as ordinary Americans. But when the blowback comes, it is going to be against a company whose influence in our lives goes beyond its products. > > And that company is iPhone maker, Apple.

It is not hard to imagine China retaliating against Apple as a move in the US/China trade wars. Moving on:

Barry Ritholtz, recently noted that “Four industry groups — internet content, software infrastructure, consumer electronics, and internet retailers — account for more than $8 trillion in market value, about a third of the S&P500 and a quarter of total U.S. stock market value of about $35 trillion.” Apple’s market capitalization, which was just shy of $2 trillion last week, is roughly a quarter of that $8 trillion in market value.

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Fantastic for Apple, fans of Apple, and Apple shareholders. Moving on:

> Google, Facebook, and Netflix, three of the most significant tech stocks don’t have that much China exposure. Apple is the one with the highest China-risk.

And:

> Any disruption in Apple’s operations is going to have an impact on its market capitalization. And very quickly, Apple’s misfortunes are going to become America’s misfortunes.

And there’s the Achilles heel. Interesting read.