TSMC's Supply Chain Deterrence Supports China-U.S. Peace

Group 1 - The article discusses the geopolitical landscape between China and the U.S., indicating that it is not a simple stalemate, despite market fears [1] - Oliver Rodzianko is the Founder and CEO of Invictus Origin, an investment management firm launched in May 2025, focusing on high-alpha strategies [1] - Invictus Origin's flagship portfolio, the Nasdaq High-Alpha Black Swan Portfolio, aims to outperform the Nasdaq-100 while maintaining approximately 20% in cash reserves for downside protection [1] Group 2 - Oliver Rodzianko has extensive experience as a macro-focused investment analyst, specializing in sectors such as technology, semiconductors, artificial intelligence, and energy [1] - The investment process at Invictus Origin integrates U.S. market specialization with a comprehensive understanding of international markets [1] - The firm aims to deliver durable outperformance by navigating market dislocations and intrinsic value cycles [1]