๐จ JAPAN LIGHTS THE $10 TRILLION FUSE ๐จ
On Nov 7, 2025, Japanโs Prime Minister declared: โA Chinese invasion of Taiwan will mean a Japanese military response.โ Seven words ending 70 years of ambiguity and sparking a potential global crisis.
Why it matters: 90% of advanced chips come from Taiwan Semiconductor, powering AI, cars, smartphones, and military tech. A disruption could threaten $2.9T in AI investments by 2028. U.S., Japan, and Australia stand ready; China and BRICS are watching. Most AI companies rely on debt, assuming uninterrupted chip flows. Military simulations warn: a Chinese blockade could wipe out $7.5T in 90 days. NVIDIA already fell 5%. The era of cheap chips is over.