/biz/ - Business & Finance

Anonymous Sun Oct 25 18:57:55 2020 No.23512545 [View]
File: 98 KB, 1200x675, 5557B3B3-A537-4060-BDB9-902C84725399.jpg [View same] [iqdb] [saucenao] [google]

>>23512383
>but this problem is a black swan event for more than TSM
This is why I am not concerned too much about China invading Taiwan. For my portfolio, it would mean basically we are hitting WW3 so TSMC is not much worse off than AMD or something, probably better off than Micron.

I’m going to continue managing my portfolio as if WW3 is not my base-case scenario.

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