This note from Northland was also kinda funny because it's the first wallstreet analyst I've seen upgrade Intel on a belief that Taiwan will likely be blockaded or invaded in the next few years lol. "In our view, it is not an if; it is a when, reuniting with China. China’s reunification of Taiwan could happen within the next 18 months. The war in Iran has created a window of opportunity for a Chinese blockade of Taiwan; the presidential election on 1/28 is also a potential catalyst. We expect INTC will outperform in this eventuality." I think we entering an acute period of risk towards Taiwan for next 24-36 months. Of course everything would crash except for Intel, which along with a few other stocks would soar. Not a reason to purely own Intel, but its effectively a portfolio hedge. $INTC