$Taiwan Semiconductor (TSM.US)$ I'm listening to the news ri...

China surrounded Taiwan on six sides this weekend. and what this military strategist is saying is he's anticipating a blockade or a full quarantine of Taiwan. (this has significant and severe implications on the chip industry just so that everybody knows and I'm sure you do but you need to plan your investments accordingly)

he went on to say that taiwan's government is warning All foreign visitors and its citizens that they expect a full quarantine within 6 months.

you have to understand that China is planning on Harris winning they want her to win and the reason is she is very weak and if you go back to senile Biden last year he said that Taiwan is our Ally meaning the US and we will defend whatever Taiwan wants so if China attacks we support Taiwan well guess what people that's called a world war if you haven't figured that one out you know what everybody said Trump's going to get us into..

earlier this year senile Biden read from a teleprompter that we will not back Taiwan we being the United States military in the event of an incursion by China.

what this means in a nutshell ( as Austin Powers said help I'm in a nutshell) China wants Harris to win China does not want Trump winning. if Trump wins you can bet your ass one of his first phone calls is going to be to Xi. and it's going to be a very strategic phone call that's going to dictate terms and conditions to China that very simply you will not invade Taiwan or we will put sanctions on every good that your country manufacturers of a thousand percent you will not sell anything in the United States will buy from other countries even at a higher price but you will never sell anything to the United States. I think that's probably pretty close to what he's going to say and we will never going to know and he's not going to report to the public to the media the conversation but it's going to be a very Stern direct warning look you want to prosper as a nation you're going to do this because the implications if you take Taiwan are going to cripple your country financially.

getting back to TSM everybody knows what they do and everybody knows who they make chips for from Nvidia all the way down the line it would represent a significant sell-off in chip stocks I mean a dramatic sell-off back to levels I think of what we saw in July and August of this year you got 30 to 40% drop I think would be very realistic if this happens with China to Taiwan which means if Harris wins you need to buy deep out of the money puts as a hedge!