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ApolloB
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@HedgeyeTech TSMC’s fabrication plants are massively power-hungry. If a prolonged closure of the Strait threatens Taiwan's energy imports, it directly threatens the factories producing Nvidia’s most critical AI chips
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@LukeGromen NVDA looks like it's about to drop 20-30%
I guess some news from TSMC or something might happen soon

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@LukeGromen things are looking catastrophic, but when fear & greed hits 1 i'll put some cash to work anyway

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ApolloB 리트윗함
ApolloB 리트윗함

What happens to the market cap of Mag-7 and NDX if Taiwan has to start rationing LNG and helium?
🤔
Disclose.tv@disclosetv
JUST IN - Over $1,000,000,000,000 trillion wiped from the U.S. stock market today, its worst day since the Iran War began — AP
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@wesleyplpl spokojnie, jak zaczna sie konczyc krajom rezerwy, a ciesnina dalej bedzie zamknieta to sie dopiero zacznie zabawa
Polski

WSJ: The US and Israel have temporarily removed two senior Iranian officials from their list of officials to eliminate as they explore possible peace talks, U.S. officials said. Iranian parliamentary speaker Mohammad-Bagher Ghalibaf and Foreign Minister Abbas Araghchi have been removed from the target list for up to four or five days…
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New York Times: The United States has sent Iran a 15-point plan to end the war in the Middle East, according to two officials briefed on the diplomacy… It was unclear how widely the plan, delivered by way of Pakistan, had been shared among Iranian officials and whether Iran was likely to accept it as a basis for negotiations.
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