Comment by RCitronsBroker

i feel like this is largely motivated by growing qualms over being highly dependent on China. They are not alone by far, but Apple truly is an extraordinary case of being enitrely at the mercy of china playing their role. COVID was the event that lowered the tide enough to, painfully so, expose whos swimming naked. Now, add growing concerns over IP protection plus political volatility, and you have a situation that makes shareholders and executives queasy when rethinking their current position. China also isnt as cheap as it used to be, has economic troubles and faces an impending population collapse. Thats one hell of an uncertain future, soon-to-be superpowers dont tend to suddenly stop providing key metrics regarding their population and economy. Lets see how they handle their own personal 2008, Evergrande aint lookin too good either.