(@Aktienfoxx) sur getquin

5Mo·

Jensen Huang, CEO of the $NVDA (+0,4 %) says that Taiwan, also known as$2330 is at the center of the global technology supply chain and is needed by his company.

China startet Militärübungen rund um TaiwanHow do you see the current situation in Taiwan? Will something happen here?

www.tagesschau.deChina startet Militärübungen rund um Taiwan

3 Commentaires

Gerit@Gerit

5Mo

Take a look back at a summary of the China military exercise in fall 2022.

Buffett then sold his Taiwan SemiCon. position in early 2023.

We can't reflect the political risk in the price, a company would have to be absurdly cheap for that. (Which would be tantamount to an imminent invasion, so you might as well leave it alone, whether it happens or not)

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Robin W.@robinwdm

5Mo

I was recently in China on a business trip and spoke to some locals. They think that China can't afford a war against Taiwan and its consequences economically and that the population doesn't yet have the support to implement something like that. But who knows what will really happen - the politicians will do what they want anyway. 🏢💬🤷‍♂️

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