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Comment by utopiah

1 day ago

But then again what won't? Non tech stocks?

Yes, lots of other companies would be affected to a greater or lesser extent (even non-tech stocks), but specifically any company that relies on manufacturing all their product in Taiwan will be affected most of all.

Industrial military complex and government contractors.

Gold stocks, basic materials, MSCI world and emerging market indexes. Look at their prices and see how very smart people are positioning their money.

  • Yes, but that’s not because of AI, it’s because of the Orange Wizard of Tarrifs.

The whole economy will crash. Probably won't be due to China invading Taiwan though. More likely because the president decided to delete their country's world reserve currency status (which is another word for a trade deficit).