RiskReversal Pod cover image

Okay, Computer: Range Anxiety with Dan Teran, Max Veggeberg and Eric Owski

RiskReversal Pod

00:00

Apple and Tim Cook's Diversification in China

Apple and Tim Cook were able to achieve what very few tech CEOs and CEOs at large have been able to do in China, right? Which is not only sort of capture the consumer there with the iPhone, but places supply chain there. We know he's diversifying away because he doesn't really have much of a choice, right? A company like Broadcom, if you just look at the stock, it's making new 52 week highs today.

Play episode from 04:35
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app