What changed
WisdomTree's Christopher Gannatti and Samuel Rines: Taiwan risk is pushing value to compute capacity, semiconductor redundancy, cybersecurity. Market not pricing invasion as base case, but already rewarding allied diversification, rare-earth independence, strategic asset resilience.
Why it matters
WisdomTree's Christopher Gannatti and Samuel Rines: Taiwan risk is pushing value to compute capacity, semiconductor redundancy, cybersecurity. Market not pricing invasion as base case, but already rewarding allied diversification, rare-earth independence, strategic asset resilience.
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May 22, 2026 06:19 PM ET