The Impact Of Tariffs On Chipmakers

Group 1 - The article discusses the impact of newly announced tariffs by Trump on the semiconductor market, leading to a decline in market performance [1] - The author has a background in technology and investment, focusing on semiconductors, robotics, and energy sectors, emphasizing investment in companies with high barriers to entry [2] - The investment strategy highlighted includes a preference for growth at a reasonable price with a mid- to long-term investment horizon [2] Group 2 - The author has a beneficial long position in shares of NVDA, MRVL, and TSM, indicating a positive outlook on these companies within the semiconductor industry [2]