Sell TSM by Jan 24, 2027.

I keep seeing posts about this, but it feels like the conversations keep missing the point. The biggest issue here is the supply chain risk, and nobody seems to mention it. I have yet to see a post talking about the implications of a full scale invasion of Taiwan, which would in turn destroy the global tech industry overnight. Some people here know supply chains well. For everyone else, think back to COVID. Now imagine that the shortages weren’t toilet …