This is such a great read. The only missing facet of discussion here is that there is a valuation level of NVDA such that it would tip the balance of military a

This is such a great read. The only missing facet of discussion here is that there is a valuation level of NVDA such that it would tip the balance of military action by China against Taiwan. TSMC can only drive so much global value before the incentive to invade becomes irresistible. Unclear where that threshold is; if we’re being honest, could be any day.