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eagerpaceyesterday at 4:52 PM1 replyview on HN

Going to zero is one potential outcome. Equally plausible is it goes up 10% in a relatively quick battle or diplomatic outcome which ends the geopolitical uncertainty.


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rwmjyesterday at 5:06 PM

There's approximately 0% chance that China will ship leading edge wafers from captured TSMC to the West.

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