Geopolitical Chess: The Impending War That Could Reshape The World Order And Impact Technology Markets

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A few months ago, around March.
The Russians received intelligence information: Israel/USA may attack it (Iran).
To receive immediate assistance from both the Russians and the Chinese.

The Chinese are in full coordination against Iran –
The Russians will be encouraged to provide S300 and maybe S400 in exchange for continued Iranian aid in Ukraine.

The Chinese will supply the Russians with deadly weapons to create an extremely heavy upheaval in Ukraine.

Establishment of two fronts against the West – Iran and Russia.

This move will put the West in trouble because it will have to split the forces.

The split of the Western forces would allow China to annex Taiwan.

The Chinese know their timing exactly.

Estimates are that we are facing a difficult war.

Such an invasion will change the world order:
Especially it will create an economic vacuum in the technology and components field.

The following two variables are critical:
1. Sanctions on China (manufacturer of processor components and electronic products).
2. The vast majority of the Western processor industry is produced in Taiwan; if Taiwan becomes China, then all Taiwan and all economic activity in Taiwan becomes under sanctions because there is no Taiwan anymore – it is all China!

Will Taiwan be able to spend time and set up 1 in-1 factories in the U.S. or the West before the invasion if it takes place?

Can Americans afford Taiwan 2?

Who is supposed to replace all these TSMC factories in the event of an invasion?

Gold and Intel are the two most important elements – everything else is dessert.

Don’t you think so?
Excellent, you are welcome to bet against the Chinese and Taiwanese themselves, who say and warn about each other’s intentions.

It is important to understand that a real investor knows and understands that the future is not determined today nor tomorrow, it is yesterday, and even if it is not visible, it is still there.

A real investor knows that human capital and patents are the future, not marketing, and public relations; They come today and go tomorrow, but the intellectual assets are the real thing and the foundation for all innovation and financial security.

That is why China will not rest until it lays its hands on Taiwan.

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