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“Even Tesla, without Taiwan, cannot run.” Taiwanese legislator Wang Ting-yu breaks down how critical Taiwan is to the global economy. He revealed that 96% of advanced chips are made in Taiwan. And 60% of average chips. “Helping Taiwan is not only helping Taiwanese people… but [helping] the world.” Every...

48,998 views • 2 months ago •via X (Twitter)

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Rear Admiral (Ret.) Mark Montgomery, who has served 32 years in the U.S. Navy as a nuclear-trained surface warfare officer: "Taiwan 🇹🇼 is probably the most important country in the world to the United States 🇺🇸 economy. It's a close, if it isn't it's a close second or third to 🇨🇳China and Canada 🇨🇦. It's our fourth largest trading partner. Canada🇨🇦 and Mexico🇲🇽 is because of geographic proxiity, so it's really them (Taiwan 🇹🇼) and 🇨🇳 China. And Germany 🇩🇪 and Japan 🇯🇵, the big powerhouses, they're small, less trade with the United States. Trump hates this trade because it's $200 billion from Taiwan, $50 billion from the US, he hates that trade deficit. I call it, to use his vernacular, a Big Beautiful Trade Deficit because that $200 billion coming over from Taiwan includes $170 billion of compute. And what I mean by compute is semiconductor chips and some micro electronics to go along with them. That $170 billion drives 4 trillion+ dollars of US GDP. And not some Davos bullshit mathematics. This is real 4 trillion. It's not replaceable. The chips that drive our phones, our F-35s, our F-150 trucks, our TVs, our refrigerators, anything we're building in the United States, it's got Taiwanese chips in it. They're 95% of the high-end chips, 70% to 75% of the legacy chips come from Taiwan. There's not a replacement for it. It is indispensable to the United States. So when the President's dismissive of the need to defend Taiwan or questions the value of it, he completely is bereft of facts which you know is disappointing that Secretary Besset, the Secretary of Treasury, Secretary of Commerce can't make it clear to the President that we need Taiwan as much as Taiwan needs us, maybe more. As a result, we've got to do a better job of partnering with Taiwan, figuring out how we build our military security together to match our economic coupling because we're not going anywhere without them. We're not going to build our way out of dependence on Taiwanese chips. You'd like to argue against supporting a democracy, a thirving democracy with a first amendment and free press, freedom of assembly, free elections, fair elections that lead to split government, which causes beatdowns inside the parliament (lol). You know this is democracy at its greatest. Why would we not support that? Why would we throw our lot, why would be like, well, you know, possibly we should talk to the uh CCP, which is where President Xi, his elections are all 90, I'm sorry, he doesn't even have "99% elections" now, he has "100% elections". And if you remember how he treated his predecessor at the last big Communist Party get together, he frog marched out his predecessor for even thinking about possibly not agreeing with a minor thing that Xi says. There are many, many reasons to support Taiwan that both the Left in America and the conservatives in America and business in America ought to support here. There is no reason not so support Taiwan other than President Trump likes strong-men. He's attracted to Xi. He's attracted to Kim Jong-un. He's attracted to Putin. Heck, he's attracted to the President of Syria who's an ISIS and Al Qaeda alumni. But the President says, "Hey, he's a good looking man." This prediliction for authoritarian leaders, it's not healthy. It's not right. Taiwan is the right place for US allegiances to be." Mark Montgomery Pyotr Kurzin The Global Gambit (GG)

Daniel Ku 顧仲文 🇹🇼🇨🇦🔰

61,972 views • 1 month ago

WHAT IF CHINA INVADES TAIWAN + Strait of Hormuz STAYS CLOSED🛑 Nobody is connecting these dots yet Taiwan makes 90% of the world's most advanced chips. TSMC manufactures for EVERY major tech company on the planet. If those fabs go dark, this isn't a dip. This is a STRUCTURAL COLLAPSE. Stocks that get DESTROYED 👇 Semiconductors. $TSM, $NVDA, $AMD, $AAPL, $QCOM, $AVGO, $ASML. Every single one depends on TSMC to make their chips. There is NO backup. Nvidia can't make GPUs. Apple can't make iPhones. AMD can't make processors. Full stop. The AI boom DIES overnight. $MSFT, $AMZN, $GOOG, $META. Every data center buildout, every model training run, every hyperscaler capex plan depends on chips that ONLY TSMC can produce at scale. Their entire growth thesis is GONE. Consumer and shipping. $DELL, $HPQ, Sony all lose their chip supply. The Taiwan Strait carries 50% of global container shipping. $ZIM, $FDX, $UPS all get crushed by the blockade. NOW here's where it gets interesting Stocks that BENEFIT 👇 Defense. $LMT, $RTX, $NOC, $GD, $LHX, $PLTR. Spending goes VERTICAL overnight. Domestic chips. $INTC becomes the most important company in America as the ONLY Western advanced fab. $GFS, $AMAT, $LRCX, $KLAC all surge as we scramble to build domestic capacity. Safe havens. $XOM, $CVX on the oil spike. $GLD, $SLV on the flight to safety. $AA on the aluminum supply chain chaos. THE PART NOBODY IS TALKING ABOUT Taiwan doesn't just make chips for tech. They produce 35% of ALL chips globally. Cars. Medical devices. Military equipment. Appliances. A Taiwan invasion doesn't crash the stock market. It crashes the GLOBAL ECONOMY. This is not a prediction. But if you're not thinking about this risk while the Strait of Hormuz is ALREADY shut down and semiconductors are ALREADY under pressure from helium shortages, you're not paying attention.

JEFE TRADES 🔪

222,093 views • 7 months ago