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