Title TC : 430 YoE : 12
Buy EWT puts
Short TSM
This seems like a bad idea lol. If a war does break out the world economy is screwed anyways so you might as well just short US tech since they are nearly 100% reliant on chip companies in Taiwan. Also if you think the measly couple of factories in Arizona will change anything you’re severely mistaken. Those factories are primarily going to be used to supply the US’s Defence industry.
Yeah I agree the US is years out from decoupling from Taiwanese chips.
US Defence industry cannot fill Arizona fabs at all. But still losing fabs in Taiwan would lead to a severe disruption in global semiconductor production.
Tech Industry
5h
761
Women, help me understand why this is inspirational
Working Parents
16h
1221
Closed now - thank you all
Tech Industry
7h
333
Should C-suite take paycut to save company? Peloton layoff 400 and ceo pocketed $168M TC.
Cars
Yesterday
787
Do you really feel special in your Tesla?
Tech Industry
Yesterday
3064
Quitting this Slave life
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