I haven't watched the link, but do have some Apple concerns. I'm not sure about the Taiwan risk, my belief is that a destroyed Taiwan is of vastly lower economic value to China than a Taiwan that continues as it currently exists. I think China recognizes this as a risk to attacking, and so would only attack Taiwan in a way that keeps factories and businesses operating.

Besides physical iPhone sales, Apple makes a lot of money from the App store where they make a percentage from app sales and in-app purchases. This was recently under attack with Epic Games in the US and Europe. In Europe courts ruled that Apple must allow other App stores access to the iPhone. This hits them where it hurts the most. If app availability on competing app stores expands, it has the ability to hit Apple's margin hard.

Berkshire Hathaway FAQ

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