Sell TSM by Aug 21, 2026.

Feels like the whole AI/semi trade has a hidden geopolitical time bomb attached to it. TSMC basically powers the modern tech world, so an invasion/blockade would hit way beyond just Taiwan. + 1/5 of all global maritime trade passes through the Taiwan Strait. The dip from the Iran war would look insignificant compared to what a real Taiwan scenario could trigger globally. My first thoughts: Sell/avoid: $TSM, maybe even parts of the AI supply chain short term ($NVDA, $AMD, $AAPL) …