They obsess about it. For example: https://seekingalpha.com/article/4558283-apple-how-the-risk-of-china-affects-my-investment-thesis https://seekingalpha.com/

They obsess about it. For example: https://seekingalpha.com/article/4558283-apple-how-the-risk-of-china-affects-my-investment-thesis https://seekingalpha.com/article/4558283-apple-how-the-risk-... or an older story but shows how this dynamic works https://www.cnbc.com/2019/05/22/goldman-apples-earnings-would-drop-by-nearly-30percent-if-china-bans-its-products.html https://www.cnbc.com/2019/05/22/goldman-apples-earnings-woul... for people who trade apple, stories about China, supply chain and government policy will be all over their bloombergs every day.