Is the tariff over? Not yet, even the fierce part has already gone away.
At least two major partners not yet finished discussions that is India and Taiwan. India wants to replace China as factories of the world and their wages are cheaper than China. Taiwan no need to say holds the development of 90% of high end chips of the world. Anyway, we still need to see the result.
Jensen Huang is going to China and he went to meet Trump first which means he wants to have favor from both China and US. China is developing an AI center and using H100 which is sanction by US. H20 is also under sanction, and he may announce a new product of H30 soon so as to make both Trump and Xi happy.
After the tariff war, surely war on semiconductor will be in its height, no doubt it will be the major trend of next years. But NVDA, TSM, MSFT, META …… are all too high, not just these, even PLTR, SOFI, ARKW, CRCL …… are all too high. You wish to wait for retreat, but they keep on rising and what you can do is just watching everyday and regret every day.
Among all major media and comments of the world, no matter east or west, north or south, no one is talking or emphasizing Mars Landing stocks like The US Stock Express so many times. It has been repeated so many times since the bottom of April 7. Its time to prepare well for those stocks before it is too late. If landing really can be done in 2030/2029, don’t buy them in 2028 or 2027, it may be too late, or even in 2026 will go up every day. People will just say too high and too risky for related stocks, better wait for the retreat, but they keep on making record high, then you will regret everyday as is now regretting on NVDA, TSM, MSFT…… PLTR, SOFI, ARKW, MSTR……
About the Author
Daniel Yue has been an active investor since 1980, with experience spanning stocks, currencies, futures, metals, and bonds. A scholar of the Chicago School of Economics, he holds a Certificate with Distinction from Cambridge University and a degree in International Trading from National Taiwan University. He served as Chief Analyst for over 30 years and Chief Mentor at Sincere Finance. In 2017, he received an award from the University of Arizona for financial internship leadership.
The analysis and opinions expressed in this article are for educational purposes only and do not constitute financial advice. Investing involves risk. Please consult a qualified financial advisor before making investment decisions.
About the Author
Daniel Yue has been an active investor since 1980, with experience spanning stocks, currencies, futures, metals, and bonds. A scholar of the Chicago School of Economics, he holds a Certificate with Distinction from Cambridge University and a degree in International Trading from National Taiwan University. He served as Chief Analyst for over 30 years and Chief Mentor at Sincere Finance. In 2017, he received an award from the University of Arizona for financial internship leadership.
The analysis and opinions expressed in this article are for educational purposes only and do not constitute financial advice. Investing involves risk. Please consult a qualified financial advisor before making investment decisions.