alt Hacker NewsWhile it's a possibility, do you believe it is likely enough in the very near future to the point where you are betting on it? Perhaps shorting TSMC?
If I did so when I first thought about it, I would be broke by now.
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MagicMoonlight • yesterday at 6:39 AM
The point to short will be when the Chinese army forms up.
With Ukraine we saw it. It was incredibly obvious. Hilariously the Ukrainians themselves saw the huge army on their border and told everyone it wasn’t going to happen and refused to build any defences. Taiwan will be the same. But the satellites will give everyone enough warning.
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Not shorting TSMC, I’ve lost too much money shorting and it’s just too easy to lose because of timing even if you eventually are correct.
I’ve overweighted EU weapons manufacturers because a Taiwan war will be coupled with an expansion of the war in Europe. With the US busy trying to fight China, Russia will for sure make a bigger move in Europe. European defense budgets will 10x.