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And never mind. October is the gap in between the two bad seasons.https://twitter.com/Ian_M_Easton/status/1318254008621031426 …
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Though my position on this is still: 1) A lot of places are about to figure out that we don't think they matter anymore and are also a naval power (Sorry Poland) 2) If any one place on Earth matters enough to defend, it's TSMC.
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