Bluechip
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Bullish
Japan Just Lit the Fuse on a $10 Trillion Time Bomb
November 7th, 2025. Japan’s Prime Minister stands in parliament and says seven words that end 70 years of silence: Chinese invasion of Taiwan means Japanese military response.
China deleted their threat from the embassy website three days later. Too late. The world saw it.
Here’s what they’re not telling you.
90% of Earth’s advanced chips come from one island.
Not 90% of Asia’s chips. Not 90% of tech chips. Ninety percent of every AI datacenter, every autonomous weapon, every smartphone, every car computer that runs civilization comes from Taiwan.
One island. 110 kilometers from China.
$2.9 trillion in AI spending between now and 2028 depends on that island staying free.
The United States has defense treaties. Japan just activated theirs. Australia’s in. That’s three nuclear powers drawing a line. China’s drawing the opposite line. BRICS is watching America overreach.
And here’s the part that should terrify you:
95% of AI companies have ZERO profit. None. They’re running on $1 trillion in borrowed money, betting those Taiwan chips keep flowing forever.
War game simulations give this a 25% chance of exploding in the next 18 months.
If China blockades Taiwan, not invades, just blockades, you get a 90 day chip shortage that erases $7.5 trillion in global wealth. The 2008 crisis was $8 trillion. This would be faster.
NVIDIA lost 5% in one day last week on fear alone.
This isn’t a tech bubble. This is a geopolitical hostage crisis dressed up as innovation. Every AI server is a bet that five nuclear powers won’t blink over a 110 kilometer strait.
The age of cheap chips is over. The age of chip wars has begun.
And your retirement account is in the crossfire.
Watch China’s naval drills. When they spike 15%, start moving.
$BTC
November 7th, 2025. Japan’s Prime Minister stands in parliament and says seven words that end 70 years of silence: Chinese invasion of Taiwan means Japanese military response.
China deleted their threat from the embassy website three days later. Too late. The world saw it.
Here’s what they’re not telling you.
90% of Earth’s advanced chips come from one island.
Not 90% of Asia’s chips. Not 90% of tech chips. Ninety percent of every AI datacenter, every autonomous weapon, every smartphone, every car computer that runs civilization comes from Taiwan.
One island. 110 kilometers from China.
$2.9 trillion in AI spending between now and 2028 depends on that island staying free.
The United States has defense treaties. Japan just activated theirs. Australia’s in. That’s three nuclear powers drawing a line. China’s drawing the opposite line. BRICS is watching America overreach.
And here’s the part that should terrify you:
95% of AI companies have ZERO profit. None. They’re running on $1 trillion in borrowed money, betting those Taiwan chips keep flowing forever.
War game simulations give this a 25% chance of exploding in the next 18 months.
If China blockades Taiwan, not invades, just blockades, you get a 90 day chip shortage that erases $7.5 trillion in global wealth. The 2008 crisis was $8 trillion. This would be faster.
NVIDIA lost 5% in one day last week on fear alone.
This isn’t a tech bubble. This is a geopolitical hostage crisis dressed up as innovation. Every AI server is a bet that five nuclear powers won’t blink over a 110 kilometer strait.
The age of cheap chips is over. The age of chip wars has begun.
And your retirement account is in the crossfire.
Watch China’s naval drills. When they spike 15%, start moving.
$BTC
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