Is Taiwan Semiconductor at Risk? - 2023-05-28
Summary:
Warren Buffett's unusual response during an interview when asked about his decision to sell nearly all of his stake in Taiwan Semiconductor has raised eyebrows. He vaguely suggested potential risks related to the company's location and possible seismic activities, but didn't provide a clear answer. Further intrigue came when it was revealed that Senator Tuberville, who has access to classified military information, had purchased put contracts against the same company, which essentially is a bet against it. Taiwan Semiconductor is the world's largest computer chip manufacturer, and its strategic importance has heightened geopolitical tensions between the U.S. and China over Taiwan. This unexpected combination of events has sparked speculations about whether there might be undisclosed information concerning Taiwan Semiconductor's future.
Is
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> Watch how unusual Warren Buffett's response was when he was asked
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> why he sold almost his entire steak in Taiwan Semiconductor.
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> In an interview earlier today,
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> I do think
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that
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> there is a danger there to some.
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> I don't have any idea. There's actually a danger of seismic action.
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> I mean, and, and, and, and, and where they're located, but
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> that's a low probability and they, you know, they,
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> they're smart people, but
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> I saw this live and it struck me as odd because I
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> don't think I've ever seen Buffett bounce around a question like that,
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> let alone one asking him about what's behind his decision
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> to sell billions of dollars worth of a company.
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> Now stick with.
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> I was about to forget about this until this
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> afternoon when I came across Senator Tuberville's latest trades
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> and saw that he purchased put contracts in the same
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> company that Warren Buffett was asked about selling Taiwan semiconductors.
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> And if you don't know, put contracts are a way to bet against a company.
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> Now,
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> this is a huge red flag because the
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> company that we're talking about is Taiwan Semiconductor,
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> the largest computer chip manufacturer in the world.
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> And one of the main reasons why the US and
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> China are threatening to go to war over Taiwan.
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> The US has already signaled that if China did try to invade Taiwan,
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> that they would literally blow up the
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> semiconductor facilities on the island and move the
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> engineers to the US rather than let China get its hands on the technology.
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> So to cut to the point, I'm not trying to fear monger.
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> But when I see one of the best investors of all
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> time abruptly selling billions in Taiwan semiconductor stock and not giving
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> a clear answer as to why along with the senator betting
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> against the stock who sits on the committee for armed services,
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> giving him access to classified military info.
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> It makes me wonder if they know something that we don't about Taiwan to see who else.