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I tell my friends and family, "If you ever see a headline saying Taiwan is getting blockaded, or receiving airstrikes, or whatever it may be, drop what you are
by gjsman-1000 3y ago
I tell my friends and family, "If you ever see a headline saying Taiwan is getting blockaded, or receiving airstrikes, or whatever it may be, drop what you are doing and run to the nearest Apple Store and buy everything you can afford. If you still have money, go to every Best Buy and repeat. Anything Apple, along with Game Consoles and Nintendo Switch Game Cards, will be among the worst affected. If it doesn't work out, you'll sell it for only a 10%-20% loss. If it does work out, it will be years before you can buy those products new again."
Especially Apple. Apple has an extremely short production buffer. Allegedly, they have complete inventory turnover every five days. https://www.theverge.com/2020/3/13/21177024/apple-just-in-time-manufacturing-china-coronavirus-supply-chain https://www.theverge.com/2020/3/13/21177024/apple-just-in-ti...
- reaperman 3y agoI suspect the temporal order will be reversed. From what I hear, China will have to spend months amassing troops and material near the coast, in a way which cannot be hidden, giving the world at least 3 months to "prepare". I expect speculators will deplete Apple Stores' JIT stocks well before any belligerence begins. Some of those speculators may place their bets too early and lose money.