US-China tensions are rewriting the tech rulebook, and semiconductors are at the epicenter! 🌪️ Regulatory barriers, supply chain disruptions, and geopolitical chess moves are forcing tech giants to pivot—or risk getting left behind. For investors, this isn’t just about earnings reports; it’s about survival in a world where “business as usual” is no longer an option.
But hey, while the headlines scream caution, some see opportunity in th...

Since President Trump announced a 90-day suspension of reciprocal tariffs, with only five weeks left until the tariff resumption date of July 9th, the market has seen a temporary resolution of tariff policy risks, dissipation of panic sentiment, and a significant rebound. The AI boom has returned to the mainstream, with major U.S. tech stocks rebounding sharply and U.S. nuclear energy stocks being heavily traded, seemingly ...