Sorina Weber @SorinaWeber: "Chips took a hit, but..."

Germany

Chips took a hit, but software is waking up Taiwan just reported a rare miss in exports. That's the canary in the coal mine for chip demand. But here's the flip side - Nvidia is being called the "industrial planner of the AI age" and software stocks are starting to wake up. Two things can be true at once: chip demand might be cooling short-term, but the AI buildout is still happening. Nvidia isn't just selling GPUs anymore - they're building the entire factory floor for AI. Meanwhile, consumer sentiment hit another record low. People are nervous. But that usually means the Fed has to think about cutting rates sooner. My take? Stay the course with $TQQQ (ProShares UltraPro QQQ) $SMH (VanEck Vectors Semiconductor ETF) $FTEC. Short-term noise, long-term trend. What's your read on Taiwan's export miss - buying opportunity or time to trim? 🤔

Not investment advice. The author may have financial interests in the mentioned instruments.

2 Mentioned

TQQQ

ProShares UltraPro QQQ

SMH

VanEck Vectors Semiconductor ETF

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