Everything will drop like a brick with exception of oil, defense stock and gold
MrWFL on
Asml can ask whatever they want for their machines.
AvailableContact9190 on
This is why diversifying your portfolio is so crucial.
FML712 on
So becoming a big successful company is now nothing worth anymore? when you supply nearly everyone than you are a bubble? Or maybe just something like the oil industry? Unfuckable?
Ultrabananna on
Within a couple of years once the new fabs open up . They’re not gonna care about Taiwan as much…
cptbrainbug on
And you wondering why its important to make clear why the west needs to defend taiwan if necessary? their semis are carrying the western economy for years
lalunafortuna on
A better question might be “what happens to China if China invades Taiwan”.
Tuna_Rage on
Won’t happen until China can get away with it without causing war. So maybe not for a very long time.
Spirit-of-investing on
Why would China invade Taiwan?Post like this is a joke.Talking about something imaginary.Are you trying to short the stock with this nonsense?
Calculator143 on
This won’t happen. With this kind of money, nvda can establish its own naval forces and protect its assets
ComprehensiveHat9985 on
please buy puts
TheDr0p on
Can’t see INTC. Must have dropped to the second page 
JumpyLolly on
China is weak af. When’s the last time you saw them fight in a war? Like when the great wall of China was built? Yall think they are some powehourse.. they ain’t. They basically a bigger north korea
BranFendigaidd on
China ain’t attacking Taiwan. Not anytime in the next years. China ain’t that stupid. They will keep talking cause they need to show “power” and distract everyone from their problems. But even they know that a war with Taiwan will mean the end for them as well. Not only for the rest of the world. China can’t survive without pushing shit abroad. China will try to use cyberattacks and propaganda machine for Taiwan, but that will take loooots of time to even has a chance of success. So chill.
JakePatrick032 on
VRT looks like an amazing investment
Ontanoi_Vesal on
I don’t care what you think about this guy, me, or your *world view of turds and caicos* (i.e. this is my opinion, and I don’t give a F*k about yours)… but… even a broken clock is right 2 times a day… so watch and enjoy the ride… OP has a point:
Sell $NVDA, wait for news, reinvest in $NVDA at a discount. Cash preserved.
Lots of people die, destruction all over, entire industries, markets and ecosystems break… but it’s “all priced in”.
Cause we are sick fucks.
chespirito2 on
I can’t even believe pure storage has gone up that much this year, I totally missed the boat there and I used to monitor that stock
LostRedditor5 on
Speculating this kind of stuff is mostly a waste of time
Unless you’re going to build your entire portfolio around china invading Taiwan you’ll probably take such a massive hit to your portfolio that any edge you gain from holding some china invasion stock will be nullified
And in the meantime say you hold some shitter like Intel and the invasion never comes you lose all the gains from just participating normally in the market with that money
long_nipple_lover on
Believe it or not. If China invades, stocks will go up even more. Not even kidding.
EfficientPizza on
Transfer all your positions to my account. I will keep them safe for you while you wait for an invasion that will never come.
QuentinP69 on
They say they have a kill switch in their chips software. I’d love to see them switch China off and watch the chaos unfold.
Lilherb2021 on
The bigger question is, what is the United States official position as to China – Taiwan? We officially recognize the one- China policy, but our rhetoric does not. Would our government actually go to war with China to protect Taiwan?? China wants desperately to resolve this because they know that a war with us would be devastating to their economy. Everything would go back to reading “made in Japan”.
Karlendor on
Imagine Nvidia purchasing fighter jets, Sams and other defence gizmo lol
istockusername on
What if I tell you it can and it’s all thanks to Palantir? TSMC already uses Palantir.
38 Comments
Everything will drop like a brick with exception of oil, defense stock and gold
Asml can ask whatever they want for their machines.
This is why diversifying your portfolio is so crucial.
So becoming a big successful company is now nothing worth anymore? when you supply nearly everyone than you are a bubble? Or maybe just something like the oil industry? Unfuckable?
Within a couple of years once the new fabs open up . They’re not gonna care about Taiwan as much…
And you wondering why its important to make clear why the west needs to defend taiwan if necessary? their semis are carrying the western economy for years
A better question might be “what happens to China if China invades Taiwan”.
Won’t happen until China can get away with it without causing war. So maybe not for a very long time.
Why would China invade Taiwan?Post like this is a joke.Talking about something imaginary.Are you trying to short the stock with this nonsense?
This won’t happen. With this kind of money, nvda can establish its own naval forces and protect its assets
please buy puts
Can’t see INTC. Must have dropped to the second page 
China is weak af. When’s the last time you saw them fight in a war? Like when the great wall of China was built? Yall think they are some powehourse.. they ain’t. They basically a bigger north korea
China ain’t attacking Taiwan. Not anytime in the next years. China ain’t that stupid. They will keep talking cause they need to show “power” and distract everyone from their problems. But even they know that a war with Taiwan will mean the end for them as well. Not only for the rest of the world. China can’t survive without pushing shit abroad. China will try to use cyberattacks and propaganda machine for Taiwan, but that will take loooots of time to even has a chance of success. So chill.
VRT looks like an amazing investment
I don’t care what you think about this guy, me, or your *world view of turds and caicos* (i.e. this is my opinion, and I don’t give a F*k about yours)… but… even a broken clock is right 2 times a day… so watch and enjoy the ride… OP has a point:
[https://www.youtube.com/watch?v=-yCV8UYYew8](https://www.youtube.com/watch?v=-yCV8UYYew8)
FXI
Sell $NVDA, wait for news, reinvest in $NVDA at a discount. Cash preserved.
Lots of people die, destruction all over, entire industries, markets and ecosystems break… but it’s “all priced in”.
Cause we are sick fucks.
I can’t even believe pure storage has gone up that much this year, I totally missed the boat there and I used to monitor that stock
Speculating this kind of stuff is mostly a waste of time
Unless you’re going to build your entire portfolio around china invading Taiwan you’ll probably take such a massive hit to your portfolio that any edge you gain from holding some china invasion stock will be nullified
And in the meantime say you hold some shitter like Intel and the invasion never comes you lose all the gains from just participating normally in the market with that money
Believe it or not. If China invades, stocks will go up even more. Not even kidding.
Transfer all your positions to my account. I will keep them safe for you while you wait for an invasion that will never come.
They say they have a kill switch in their chips software. I’d love to see them switch China off and watch the chaos unfold.
The bigger question is, what is the United States official position as to China – Taiwan? We officially recognize the one- China policy, but our rhetoric does not. Would our government actually go to war with China to protect Taiwan?? China wants desperately to resolve this because they know that a war with us would be devastating to their economy. Everything would go back to reading “made in Japan”.
Imagine Nvidia purchasing fighter jets, Sams and other defence gizmo lol
What if I tell you it can and it’s all thanks to Palantir? TSMC already uses Palantir.
https://twitter.com/palantirsource/status/1757781231058518114?s=46&t=_fUbzD4PRLmwH2epeIjL_Q
I really want to fix this diagram.
I stocked up some infineon.
Terrible company – but their exposure to Taiwan is more limited than other chip companies afaik plus they profit from european derisking policies.
Still they are a terrible company. While i made 300% on NVDIA i made 30% on infineon.
Infrastructure can be rebuilt in few years. It’s the labor know how that takes years and years of development
Nvidia would drop 10%, which is the same amount China spends annually on their military. General Huang would fuck them up
TAIWAN NUMBER ONE
Amd to the moon…
3x bull know as $DFEN
Well this is something I haven’t considered… interesting possibility to consider. Great question
Everything drops, everyone in this sub who is angry about losing their life savings enlists in the Taiwanese army.
Nothing is invasion proof in the event of WW3
Nvda to $2000 !!
“WHEN china invades taiwan”