Shaneka AneIam Parare ⚡️ Trading Advisor

@shanaka86 I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join. ✅ ➡️Copy search input Reply “TRADE” to WhatsApp: +19309041397 Latest plans for 2026 Here’s the link : wa.me/19309041397?te…

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BREAKING. Every Nvidia GPU is made by TSMC. Every Apple processor is made by TSMC. Every AMD chip that matters is made by TSMC. TSMC manufactures 90 percent of the world’s most advanced logic chips on an island that imports 97 percent of its energy and has 11 days of natural gas in reserve. The war in the Persian Gulf just put the future of artificial intelligence on an 11-day clock that nobody in Silicon Valley is counting. Taiwan has no oil fields. No gas reserves. No domestic energy of any consequence. One-third of its LNG comes from the Middle East, with Qatar as the dominant supplier. Qatar’s Ras Laffan complex, which processed roughly one-third of the world’s helium before Iranian strikes shut it down, is offline for repairs that QatarEnergy’s CEO says will take three to five years. Taiwan’s mandatory LNG reserve is 11 days. South Korea holds 52. Japan holds three weeks. Taiwan holds the least backup of any major semiconductor economy on Earth and manufactures more advanced chips than all of them combined. Helium is the molecule the market is not pricing. It cools the extreme ultraviolet lithography systems that print transistors at 3 nanometres. It purges etching chambers of contamination. It tests wafer seals. There is no substitute. Without helium, the EUV machines that print every advanced chip on the planet stop. Not slow down. Stop. SK Hynix sourced 64.7 percent of its helium from Qatar. Taiwan relies on Qatar for the majority of its supply. Since the strikes, helium spot prices have surged 40 to 100 percent. Fitch Ratings flagged South Korea and Taiwan as the most exposed semiconductor economies. Bloomberg reported that if shortages intensify, TSMC will be forced to prioritise production of higher-margin AI chips over less profitable components. TSMC will choose Nvidia over your iPhone. That is not a prediction. It is a triage protocol dictated by the physics of a gas that just stopped arriving. TSMC says operations are normal and it is monitoring the situation. Its shares have fallen 7 percent since the war began. Taiwan’s Ministry of Economic Affairs says supplies are secured through April and half of May, with negotiations ongoing for June. The ministry described the situation as a controllable risk. It also announced plans to raise the mandatory minimum LNG reserve from 11 days to 14 days starting next year. You do not raise a minimum reserve during a crisis unless the current minimum terrifies you. The deeper layer is strategic. The war has diverted two US carrier strike groups and an amphibious ready group to the Persian Gulf. The Pacific naval presence that deters Chinese pressure on Taiwan is thinner than at any point since the regional crisis began in 2023. Beijing does not need to invade. It needs to signal. A military exercise near Taiwan during a helium shortage and an LNG cliff would achieve through perception what a blockade achieves through force. The actuarial warfare that closed Hormuz commercially through insurance withdrawal could close the Taiwan Strait using the same mechanism. Seven reinsurance letters shut Hormuz in five days. The Taiwan Strait is 110 miles wide. If the risk model changes, the letters follow. The strait is 21 miles wide. The chip is 3 nanometres small. The helium that connects them just stopped flowing. And the island that makes every AI chip on Earth has around 11 days of gas and a government that just admitted it needs more. Full analysis: open.substack.com/pub/shanakaans…

@shanaka86 I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join. ✅ ➡️Copy search input Reply “TRADE” to WhatsApp: +19145207818 Latest plans for 2026 Here’s the link : wa.me/19145207818?te…

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The International Energy Agency released 400 million barrels from strategic reserves on March 11. It was the largest coordinated release in the organisation’s history. The United States contributed 172 million barrels. Japan contributed 80 million. South Korea contributed 22.46 million. The United Kingdom contributed 13.5 million. The announcement was described as unprecedented. Global oil consumption averages 105 million barrels per day. Four hundred divided by 105 equals 3.8. The emergency reserve covers fewer than four days of normal demand. The war is on Day 20. The buffer was exhausted before the announcement was printed. The reserve was a press release dressed as a policy. It calmed the headline for one trading session. Brent crude has risen 17 percent since the release was announced. The mathematical relationship between the reserve and the crisis it was designed to address is not ambiguous. It is arithmetic. Four days of supply released into a conflict entering its fourth week with no ceasefire mechanism, no diplomatic channel, and no indication that Hormuz will reopen before the molecules run out. JPMorgan called it the last bullet in the chamber. TD Securities said there is no plug for a hole this large. Goldman Sachs warned that a one-month disruption would push European gas prices toward 74 euros per megawatt hour. The analysts are not speculating. They are reading the same spreadsheet the IEA read before authorising the release. The spreadsheet says the reserve is inadequate. The IEA released it anyway because the only thing worse than an inadequate response is no response. The United States Strategic Petroleum Reserve held 415.4 million barrels as of February 18. Its maximum drawdown capacity is 4.4 million barrels per day. Oil requires approximately 13 days to reach American markets after a presidential release order. That means the crude released on March 11 will not arrive at refineries until approximately March 24. By then the war will be on Day 25. The reserve moves through pipelines. The crisis moves through missiles. The deeper problem is structural. Strategic reserves were designed for supply disruptions, tanker accidents, refinery outages, weather events. They were designed for shocks that resolve. A pipeline breaks and is repaired. A hurricane passes and production restarts. The Hormuz closure is not a shock that resolves. It is a strategic condition imposed by a belligerent that controls the chokepoint and has no incentive to reopen it while the war continues. The reserves drain into a crisis that does not have a repair timeline. The White House ruled out banning American crude exports on March 19. Energy Secretary Chris Wright posted on X that the administration has no plan to restrict oil and gas exports. This means American crude continues flowing to global markets while the Gulf crude that normally supplies Asia remains trapped. The two-economy thesis confirmed at policy level: America exports its surplus while Asia rations its deficit. Four hundred million barrels. Three point eight days. Twenty days of war. The arithmetic does not require an analyst. It requires a calculator. The emergency response and the emergency crossed the same number on different dates, and the response lost. open.substack.com/pub/shanakaans…

@shanaka86 I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join. ✅ ➡️Copy search input Reply “TRADE” to WhatsApp: +19145207818 Latest plans for 2026 Here’s the link : wa.me/19145207818?te…

@shanaka86 Here is the analysis! ⬇️Show more.

Iran hanged a 19-year-old wrestler on the eve of Nowruz. His name was Saleh Mohammadi. He won bronze at the 2024 Saitiev Cup in Russia. He turned 19 one week before the rope. The charge was moharebeh, waging war against God, for his role in the January protests that swept Iranian cities after the currency collapsed and bread prices doubled. Amnesty International said Mohammadi was denied adequate defence, forced to confess in proceedings that bore no resemblance to a trial. Iran Human Rights described the execution as an extrajudicial killing and warned that hundreds more face capital charges. The Norway-based organisation said the hangings were designed to create terror and suppress dissent during wartime. Two other men were hanged alongside him in Qom on March 19. All three were convicted of killing two police officers during the protests. The trials were fast-tracked. The confessions were extracted under what rights groups describe as torture and coercion. The executions were public. Consider the timing. In the four days before Mohammadi was hanged, the regime lost its intelligence minister, its Basij paramilitary commander, its most senior security official, and its IRGC spokesperson. Four generals killed by precision strikes that the regime could not prevent, could not detect in advance, and could not retaliate against with equivalent precision. The same government that cannot protect its most senior officials from American and Israeli munitions can still hang a teenager from a crane in a public square. The disparity is not incidental. It is the regime’s operating logic. The war it is losing in the sky is compensated by the war it is winning on the ground against its own citizens. Every JDAM that kills a general creates an internal security vacuum that the regime fills with executions. The hangings are not despite the war. They are because of it. A regime under existential military pressure accelerates domestic repression precisely because it cannot project strength externally. The rope replaces the missile as the instrument of state authority. Mohammadi was an athlete. He competed internationally. He travelled to Russia for the Saitiev Cup and came home with a bronze medal. The same Russia that is now reportedly hosting the Supreme Leader for medical treatment. The same Russia providing Iran with targeting coordinates for American warships. Mohammadi competed in a tournament named after a Russian wrestling legend, returned to Iran, protested his government, and was killed by that government while it begged the same country for hospital beds and satellite imagery. The January protests were the largest in Iran since 2022. Millions participated. The regime responded with what Human Rights Watch documented as lethal force, mass detention, and internet shutdowns. Thousands were arrested. Now, three months later, with the regime’s military capacity being degraded hourly and its leadership being eliminated weekly, the judiciary is processing those arrests into executions. The war provides cover. The world is watching Hormuz. Nobody is watching Qom. A bronze medal and a noose. A 19-year-old body that was trained to compete and was used to demonstrate. The regime that cannot protect its IRGC spokesperson can still kill its wrestlers. The war will end. The executions will not. open.substack.com/pub/shanakaans…

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