Warren Buffett Selling All Of his Taiwan Semi - US Senators Buying Puts On Taiwan Semi

[Irag8er]

https://twitter.com/x/status/1646496537504096259

 

[Irag8er]

Warren Buffett says the unusually quick sale of Berkshire Hathaway's TSMC stake was driven by geopolitical tensions

Warren Buffett says the unusually quick sale of Berkshire Hathaway's TSMC stake was driven by geopolitical tensions

Tensions between China and Taiwan have been building as US political figures visit the island and meet with its leader in a show of solidarity.

markets.businessinsider.com

 

[Torch]

TS future could be:
Lost to invading ChiComs
Or
Lost to ROK scorched earth ahead of the invading Chicoms
Or
Lost to US airstrikes following an invading ChiCom
Or
Lost to punitive airstrikes following a ChiCom loss
Or
Bright and Cheery following the ChiComs complete reversal in word and deed with peaceful coexistence based on harmonious mutual respect.

 

[Irag8er]

TS future could be:
Lost to invading ChiComs
Or
Lost to ROK scorched earth ahead of the invading Chicoms
Or
Lost to US airstrikes following an invading ChiCom
Or
Lost to punitive airstrikes following a ChiCom loss
Or
Bright and Cheery following the ChiComs complete reversal in word and deed with peaceful coexistence based on harmonious mutual respect.

As Meat Loaf once sang...4 out 5 ain't bad!
(well close enough)

 

[Torch]

As Meat Loaf once sang...4 out 5 ain't bad!
(well close enough)

 

[Irag8er]

Former National Security Advisor Hints US Would Destroy TSMC's Facilities If China Invades

https://www.extremetech.com/defense/former-national-security-advisor-hints-us-would-destroy-tsmcs-facilities

Interesting *speculative* article.
Wonder if there is a connection?

 

[Torch]

https://www.extremetech.com/defense/former-national-security-advisor-hints-us-would-destroy-tsmcs-facilities

Interesting *speculative* article.
Wonder if there is a connection?

I being right.
<gloat face>

 

[Totality 🇺🇦 🇮🇱]

https://www.extremetech.com/defense/former-national-security-advisor-hints-us-would-destroy-tsmcs-facilities

Interesting *speculative* article.
Wonder if there is a connection?

Been saying it for years.

 

[Totality 🇺🇦 🇮🇱]

I being right.
<gloat face>