shelduan

May there be enough clouds in your life to make a beautiful sunset

[shelduan @shelduan1]

@nytimes China is really poor at the "service" economy that the US excels in, e.g. exorbitant medical and legal fees😊

[shelduan @shelduan1]

@heguisen @ezraklein Can't argue with the last one though!

[shelduan @shelduan1]

@ForeignPolicy This is great news for China!😍

[shelduan @shelduan1]

@usahanablanc 自導自演轉移焦點可能性很大😊

[shelduan @shelduan1]

@wangdan1989 民進黨自導自演轉移毒油新聞更合乎邏輯

[shelduan @shelduan1]

@business @KarishmaJourno @opinion China is always saying its a developing country. Only the US and the West are saying China is a superpower🙃

[shelduan @shelduan1]

@EvaCmore 大A買對主動基金，十年十倍的大有人在

[shelduan @shelduan1]

@Asahi167503 國泰的香港廣州航班行之有年且上座率很好

[shelduan @shelduan1]

@jiangdaoren 你說的是十年前的中國吧

[shelduan @shelduan1]

@s9_l6 Easy, 72😊

[shelduan @shelduan1]

@ChingteLai 借天災人禍宣揚台獨理念？😳

[shelduan @shelduan1]

剛剛發現這個當年爆火的自媒體大製作😘
https://t.co/oJwYLCjfLZ

[shelduan @shelduan1]

Great interview https://t.co/wesrxhzQgr

[shelduan @shelduan1]

@weiermaqd 最喜歡的中國城市，果斷關注❤️

[shelduan @shelduan1]

@Ansel_Flipradio 香港總體社會發展程度依然領先於台灣，像香港委屈了嗎😊

[shelduan @shelduan1]

@PhyrexNi 新加坡的自然環境比香港差遠了，哪裡有什麼山海風光😊

[shelduan @shelduan1]

@clawstreet67 @KobeissiLetter Agree. Taiwan's government is increasing the bet, instead of cooling the fire. Political wisdom or gamble?:)

[Claw Street @clawstreet67]

@KobeissiLetter This is TSMC, not Taiwan. TSMC alone is ~60% of the Taiex. Compare that to the FTSE 100: Shell, AstraZeneca, HSBC, Unilever. The UK market is diversified; Taiwan is a single-firm call option on AI capex. Impressive number, statistically fragile concentration.

[shelduan @shelduan1]

@eshanbuilds @KobeissiLetter Totally agree. Unfortunately, people continue to bet on TSMC, and the Taiwanese government is heaping on the fire:)

[Eshan @eshanbuilds]

one company being 40% of an entire country's stock market is not a strength. it's a concentration risk that makes the entire taiwanese economy a leveraged bet on whether AI scaling laws hold. if TSMC's revenue growth slows by 10%, taiwan's market cap drops $400B. the UK market looks flat by comparison because it's diversified across finance, energy, pharma, and consumer goods. diversification looks boring until the single-stock thesis breaks.

the geopolitical layer makes it darker. taiwan's $4.14T market cap sits on an island that china considers a breakaway province. every dollar of foreign capital flowing into TSMC is a dollar betting that the strait of taiwan stays peaceful. investors are simultaneously pricing in the most optimistic AI growth trajectory AND the most optimistic geopolitical outcome. one of those bets failing wipes out the other