$Taiwan Semiconductor (TSM.US)$ First thing tomorrow morning, when the overnight session opens, I'll buy TSMC, NVDA, but I think I'll have to pay a premium.
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$Advanced Micro Devices (AMD.US)$ I feel like Trump might release news after the overnight session to avoid market reaction
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Martian Crab
reacted to
$Arm Holdings (ARM.US)$
This is my first Post, please pardon any shortcomings. ARM's model is different from other companies; it makes money by licensing processor architecture and does not directly produce or export physical chips. Therefore, the USA's tariffs on China and China's tariffs on the USA have limited impact on its core revenue (licensing fees and royalties). Indirect impact: ARM's clients (such as Apple, Samsung, NVIDIA) may reduce manufacturing in China due to tariff adjustments, which could affect ARM's royalty income. However, currently, there are no signs of large-scale supply chain shifts.
Chinese market: ARM has certain businesses in China (such as Arm China), but the 84% tariff primarily targets physical goods and does not directly affect technology licensing.
Future trend short-term (Q2-Q3 2025): Currently, even though it has just been subjected to counter tariffs, the stock price has roughly risen to 89 USD (about a 3.90% increase), slightly driven by demand for AI infrastructure and technical rebounds. If the tariffs do not extend to technical services and trade services levels or market panic, technically ARM may revisit 100-110 USD by May, primarily because it has already reached a new low and the bottom pattern is evident, along with optimistic bullish factors due to its cooperation with NVIDIA's Grace-Blackwell super chip.
Long-term (2026-2027): ARM's dominance in Smart Phones and Datacenters (expected in 2027...
This is my first Post, please pardon any shortcomings. ARM's model is different from other companies; it makes money by licensing processor architecture and does not directly produce or export physical chips. Therefore, the USA's tariffs on China and China's tariffs on the USA have limited impact on its core revenue (licensing fees and royalties). Indirect impact: ARM's clients (such as Apple, Samsung, NVIDIA) may reduce manufacturing in China due to tariff adjustments, which could affect ARM's royalty income. However, currently, there are no signs of large-scale supply chain shifts.
Chinese market: ARM has certain businesses in China (such as Arm China), but the 84% tariff primarily targets physical goods and does not directly affect technology licensing.
Future trend short-term (Q2-Q3 2025): Currently, even though it has just been subjected to counter tariffs, the stock price has roughly risen to 89 USD (about a 3.90% increase), slightly driven by demand for AI infrastructure and technical rebounds. If the tariffs do not extend to technical services and trade services levels or market panic, technically ARM may revisit 100-110 USD by May, primarily because it has already reached a new low and the bottom pattern is evident, along with optimistic bullish factors due to its cooperation with NVIDIA's Grace-Blackwell super chip.
Long-term (2026-2027): ARM's dominance in Smart Phones and Datacenters (expected in 2027...
Translated
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$Advanced Micro Devices (AMD.US)$
Delay NO MORE ! !
Delay NO MORE ! !
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$Advanced Micro Devices (AMD.US)$ Looks like an expert has stepped in.
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$Advanced Micro Devices (AMD.US)$ Bitcoin and Tesla are still at high levels, so they might still have room to drop, which means the market correction might not be over yet. I'll wait it out and average down the rest of my holdings.
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