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Semiconductors

Geopolitics

+4

The iPhone Moved to India. The Value Stayed in China.

Jul 18, 2026

•

16 min read

The iPhone Moved to India. The Value Stayed in China.

The five-year assembly win, the decade-long climb underneath it, and the tariff wedge that has already closed.

Geopolitics

+4

The Gray-Zone Ratchet East of Taiwan

Jun 27, 2026

•

22 min read

The Gray-Zone Ratchet East of Taiwan

Why markets are right about the event and wrong about the regime

Debyn Benjamin
Debyn Benjamin

Benjamin Capital Research

For educational and informational purposes only. Nothing published here constitutes investment advice, a recommendation, or a solicitation to buy or sell any security. All positioning commentary reflects historical patterns and educational analysis. Past performance does not guarantee future results.

© 2026 Benjamin Capital Research.
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