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The more I dig into this, the more uneasy I get.
Think about it: the entire multi-trillion dollar AI market is basically sitting on one geopolitically volatile piece of land. Taiwan. TSMC is literally the backbone holding up Nvidia, AMD, Apple, and pretty much every major player in the space.
One supply chain. One island. One massive point of failure.
If anything disrupts that—trade war, conflict, natural disaster—the whole AI boom could face a reality check overnight. We're talking about a market propped up by a single semiconductor chokepoint.
Maybe I'm overthinking it, but this concentration risk feels way too real to ignore.