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Cake day: July 2nd, 2023

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  • There are a lot of things that are coming together that are making me say this.

    A big one was Xi saying “We will invade Taiwan in 2024” to Biden last Christmas. Here

    TSMC manufactures the semiconductors that are used in the GPU production for all of these incredibly expensive AI processing supercomputers that are being built by all of the big tech companies. I.e. AMD, Intel, nVidia, Apple, and everyone else all rely on TSMC. And Google, Microsoft, Apple, Meta, OpenAI, etc all rely on those guys.

    The US has purposely strategically closed down tech manufacturing facilities in China over the last 3 years.

    The US has pretty recently forbidden companies from allowing China to purchase these high-end products, which again we cannot produce without Taiwan. And China believes Taiwan is theirs.

    Then there’s the China One reunification policy, xi has promised China that he will reunify all of China, which includes Taiwan to him, by 2030. It would make him very weak to the public to not at least try by the end of 2031.

    THEN just look at any of the ridiculous stories that have come out of the South China Sea in the last year.

    Here’s a few:

    1, 2, 3, 4, 5, 6 (my favorite).

    And then there’s the investment’s the Biden admin has made in bringing semiconductor manufacturing home. Billions and billions of dollars to companies like IBM, Intel, just so we can not crumble if we lose our line to TSMC when China goes for it.

    And now seeing China teaming up with Russia, who was just busying up with Modi (Indian Pres)… It looks like a clear set of sides for WWIII is being established. It’s clear where the most strategic strike would be, to me.

    https://www.armscontrol.org/act/2024-05/news/japan-us-strengthen-alliance-expand-defense-cooperation

    We’re pulling out all the stops. It’s just not the center focus of the media with everything is Ukraine and Gaza.


  • I have been calling this for roughly 18 months now. I don’t claim to be an expert in this region’s politics, but there’s been a pretty linear narrative there that has a pretty obvious conclusion for about 2 years now…

    The south china seas/Taiwan will be the flashpoint of WWIII.

    I’ve been saying between end of 2024 - start of 2031.

    I’m starting to think “before September”.