My thoughts on Carl's Tweets.
TikTok
As it appears TikTok is not selling, it looks like an Oracle TikTok won't be able to take over the world.
Now, America can (and probably will) ban TikTok from the Apple and Google app stores worldwide. However, that leaves alternative app stores such as Aptoide, F-Droid, APKPure, etc. If Fortnite is confident it can thrive outside of Google Play, I don't see a reason TikTok can't.
Now, Apple users will find it difficult to download TikTok. However, Apple's only a small share of the global market. In addition, let's say Fortnite and TikTok and WeChat and DJI are banned from the international Apple app store. By that point iPhones are actually losing a lot of value, and Apple is in trouble.
Non-American Global App Store
How can America sanction an app store? They're websites and applications which let you download other apps. I guess they can try to prevent Americans (e.g. AWS) from hosting the website, but there are tons of alternatives. Hosting a website is not hard.
Now, they could also try to apply SWIFT sanctions to the app store company (lol). However, that doesn't stop the app store from functioning. Also the F-Droid global app store is non-profit, so lol. Finally, I'm quite skeptical America will sanction a European app store (and most non-American global app stores are European, not Chinese).
Sanctioning Facebook for participating in Aptoide or F-Droid doesn't work either. You download Facebook off of Google Play. Then you download TikTok off of APKPure or Aptoide.
Ali Cloud, Tencent Cloud
I'm not 100% sure what semiconductors are needed for cloud computing. I think many of them are America, albeit manufactured in Asia. So there's a vulnerability there.
AliPay, WeChat Pay
I believe it's currently very difficult/impossible for non-Chinese banks to link with AliPay/WeChat Pay (and let's be frank, it's not happening in the next five years, mainly because of the capital flight fear). So this sanction does nothing.