Taiwan has approximately 11 days of LNG supplies remaining, and if Taiwan stops manufacturing due to energy shortage, the market cap of the Mag Seven tech stocks will be significantly impacted.

causalpending

Speaker

Luke Gromen

Evidence Quote

“there's only 11 days of LNG apparently for Taiwan”

Source

Steelmanning the gold bull case, etc.— Luke Gromen - FFTT, LLC
Created: 8/12/2026, 10:08:41 PM

My Notes

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