The premise of this thesis is that TSMC, and the broader markets connected to it, are much safer from a Chinese Taiwan invasion thanOliver Rodzianko is an investor and capital allocator focused on high-alpha portfolio strategy and first-principles research.He is the Founder and Chief Executive Officer of Invictus Origin, where he manages the Invictus Hydra portfolio. The strategy significantly outperforms the Nasdaq-100 while maintaining approximately 20% in cash reserves for deployment during market disloc ...