Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

“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...

48,967 görüntüleme • 22 gün önce •via X (Twitter)

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

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 🔪

221,813 görüntüleme • 5 ay önce