this post was submitted on 09 Nov 2026
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Something else no one seems to be talking about. Nvidia's chips are made in Taiwan by TSMC. What happens if China invades in the next year or two? Which is probably very high on the minds of Chinese leadership because they'll never have another opportunity, hopefully, where our military has been degraded by the incompetence of Pete Hegseth and a president who can be talked into anything by saying "Sir, you're a great and strong leader chosen by God. And here's some really delicious chocolate cake".
This is why I own some Intel shares despite not having any faith they will catch up to any of its competitors. China might make it so that it doesn't need to catch up.