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.
Isn't it included in "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.
Jets, tanks, drones and data centers for intelligence services, even design, are full of electronics but what's the share of those not made in Taiwan?
They’re not cutting edge chips, they’re made all over, including the US, Korea, and China.
So the share is 0%? I have a hard time imagining that but OK, any source I can read on the topic please?
Don't they also depend on chips for a lot of components?
Probably a lot more from TI and Intel than Taiwan.
I'd be curious how many of the design and verification (using computer vision) tools used at TI and Intel rely on on farms of stock GPUs thus chips still made in Taiwan. They might have in house chips just for such part of their workflows though, any insight appreciated.
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).