The whole China Tech/mfg thing is relatively nuanced and there are elements of both security and fair trade practices, some of which overlap. It's impossible to tell what will take place economically, even in the short term as there is an election, which could unpredictably change any and every aspect of trade relations with China and many places in the world. We know that drones will be built. I'm trying to figure out a firewall strategy for my investments for the next 30-120 days. The market could become extremely volatile, especially after Nov 3, or could continue on the current trajectory, depending on the outcome of the election.