> I believe they will still climb higher than ever before. I think this expectation is already priced in. I invested when I saw LLMs kicking off with no refle

> I believe they will still climb higher than ever before. I think this expectation is already priced in. I invested when I saw LLMs kicking off with no reflection in the NVIDIA share price and made 10x when the market caught up. Now with tariff uncertainty and trump signalling to China (via Russia) that there would be no repercussions for invading Taiwan I’m less convinced there is growth there, but the possibility of massive loss. In the days of meme stocks this might not matter of course. Note that an invasion of Taiwan would have huge implications everywhere but any company that needs leading edge semiconductors to directly sell their products would be screwed more than others.