Dear Fellow Investor,
On April 16th, 2025, President Trump banned Nvidia from selling its most advanced semiconductors to China.
Nvidia shares sank 7% after the firm said it would take a $5.5 billion financial hit because of the new restrictions.
That brings the U.S. and China closer to war than at any time since the Korean War ended in 1953.
To understand why, take a look at this picture -
Taiwan is just 100 miles off the coast of China…
And Taiwan makes 90% of the advanced semiconductors that power AI, the world's computers, smartphones, televisions - even the brake sensors in our cars.
Even 90% of NVIDIA's AI chips come from Taiwan.
In other words, semiconductors have become as important as oil.
And all the semiconductors China needs are just 100 miles away from it.
To understand how dangerous of a period we've entered is…
... look what happened the last time the United States blocked a country from importing something as important as oil.
On August 1, 1941, the United States declared economic war on Japan when it froze Japanese assets.
Just 128 days later…
... on December 7, 1941, Japan attacked Pearl Harbor, and the U.S. entered World War II
All it took was 128 days.
If China attacked Taiwan to get control of the semiconductor industry, the "Magnificent Seven" and other tech stocks could drop by 60%.
Bonds and funds could drop even further.
Even your social security check could be worth 21% less.
In other words, many investments you rely upon – and have planned your retirement on – will no longer be safe.
The world's biggest investors have already begun to prepare for a potential conflict with China.
Billionaire Seth Klarman recently sold 19 stocks in anticipation.
Billionaire David Tepper recently sold 28 stocks in anticipation.
Billionaire George Soros recently sold 56 stocks in anticipation.
The clock is ticking.
Those who aren't prepared could lose everything.
Now is the time to act.
I've identified 43 investments we believe are in immediate danger.
There's a good chance you own at least one of these through a brokerage account, mutual fund, 401K, ETF, or pension plan.
But you can get out of them now - before it's too late.
Get the list right here >>>
"The Buck Stops Here,"
Dylan Jovine, CEO & Founder
Behind the Markets
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