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IMO, the long position on Intel is basically a bet on China invading Taiwan, or the US gov't subsidizing Intel. Both are certainly extreme events, but given Chi
by SCUSKU 5y ago
IMO, the long position on Intel is basically a bet on China invading Taiwan, or the US gov't subsidizing Intel. Both are certainly extreme events, but given Chinese military expansion and US increase in gov't spending, it doesn't seem impossible.
- ineedasername 5y agoChina doesn't even have to invade: just an ever incrementally increasing amount of soft pressure, punctuated by slightly larger actions calibrated to fall just below a provocation that requires a response. See their naval exercises for just one example.
- abledon 5y agoDidn't they already seed the government with chinese officials last year? there were tons of riots etc... but so many 'bad' things in news that we don't focus on it anymore