Something else no one seems to be talking about. Nvidia’s chips are made in Taiwan by TSMC. What happens if China invades in the next year or two? Which is probably very high on the minds of Chinese leadership because they’ll never have another opportunity, hopefully, where our military has been degraded by the incompetence of Pete Hegseth and a president who can be talked into anything by saying “Sir, you’re a great and strong leader chosen by God. And here’s some really delicious chocolate cake”.
The military was enshitified before Smegmeth got there. The current level of incompetency and impotency couldn’t have happened over night. It’s taken decades to hollow out. There was some foreshadowing for how the Iran War would go when Biden tried to get the navy to build a supply pier. They had to hire maritime contractors to do it since the navy apparently doesn’t have that vital capability anymore.
The fact of the matter is that Taiwan could easily handle being attacked since it already has a very capable military and invading a across a body of water is like the single hardest thing to pull off.
The US Navy is kept there on “guard duty” in order to burn money and enrich contractors. If it had any deterrence value then it certainly won’t after the Iran War.
They really do have a golden opportunity. Most countries are dependent on them for trade, the US military is drifting wildly, China has just demonstrated that they can influence oil markets far greater than anyone else, and China is are the point were if they don’t take it in the next few years that they might not have the chance ever again.
There is a chance that China make a move and nobody comes to defend Taiwan because they know the alternative is worse for themselves.
This is why I own some Intel shares despite not having any faith they will catch up to any of its competitors. China might make it so that it doesn’t need to catch up.
Something else no one seems to be talking about. Nvidia’s chips are made in Taiwan by TSMC. What happens if China invades in the next year or two? Which is probably very high on the minds of Chinese leadership because they’ll never have another opportunity, hopefully, where our military has been degraded by the incompetence of Pete Hegseth and a president who can be talked into anything by saying “Sir, you’re a great and strong leader chosen by God. And here’s some really delicious chocolate cake”.
The military was enshitified before Smegmeth got there. The current level of incompetency and impotency couldn’t have happened over night. It’s taken decades to hollow out. There was some foreshadowing for how the Iran War would go when Biden tried to get the navy to build a supply pier. They had to hire maritime contractors to do it since the navy apparently doesn’t have that vital capability anymore.
The fact of the matter is that Taiwan could easily handle being attacked since it already has a very capable military and invading a across a body of water is like the single hardest thing to pull off.
The US Navy is kept there on “guard duty” in order to burn money and enrich contractors. If it had any deterrence value then it certainly won’t after the Iran War.
A lot of people have been talking about this.
They really do have a golden opportunity. Most countries are dependent on them for trade, the US military is drifting wildly, China has just demonstrated that they can influence oil markets far greater than anyone else, and China is are the point were if they don’t take it in the next few years that they might not have the chance ever again.
There is a chance that China make a move and nobody comes to defend Taiwan because they know the alternative is worse for themselves.
This is why I own some Intel shares despite not having any faith they will catch up to any of its competitors. China might make it so that it doesn’t need to catch up.