Sell TSM by Jan 16, 2029.

I now believe China will invade Taiwan sometime in 2027 and TSMC will be destroyed putting the global chip supply at risk. Which means decisive action must be taken since anything AI related will drop like a brick and the tech heavy market will get slaughtered. I'm assuming oil and defense stocks are obvious longs. TSM and NVDA put leaps too. Long Intel. not sure if it'd worth holding cash in case of an incoming stagflation scenario. Would gold still …