I am thrilled to see the surge in semiconductor stocks following Trump's signal of possible tariff exemptions for chips. The fact that NVIDIA has hit an all-time high of $183.88, while AMD rebounded more than 6%, is impressive. It seems chip stocks are once again becoming the market's darling, and I find this trend exciting given the critical role semiconductors play in today's technology.
I do not currently hold any chip stocks in my portfolio. I have been observing the sector for some time but have not yet made a move. The recent performance of NVIDIA and AMD makes me reconsider, especially with the potential boost from tariff exemptions. I am now thinking about whether this is the right moment to invest.
I believe chip stocks could indeed be a solid 10- or 20-year investing theme. The demand for semiconductors is likely to grow with advancements in artificial intelligence, electric vehicles, and other high-tech industries. This long-term potential aligns with my investment goals, and I see it as a sector that could offer consistent growth over the decades.
The tariff exemptions signal a supportive policy environment, which adds to my confidence. If these exemptions reduce costs and encourage production, I think companies like NVIDIA $NVIDIA Corp(NVDA)$
For now, I plan to research further before jumping in. I want to understand the financial health of these companies and the broader implications of the tariff policy. The current surge is encouraging, but I prefer to make an informed decision rather than acting on impulse.
I am leaning toward considering NVIDIA due to its all-time high, which suggests strong market confidence. However, AMD's rebound is also noteworthy, and I might explore both as part of a diversified approach. The idea of holding chip stocks long-term feels promising, and I am excited to build a strategy around this theme.
Overall, I see the chip sector as an opportunity I cannot ignore. With the current momentum and long-term potential, I am motivated to dive deeper into this market. I will monitor the situation closely, especially as more details about the tariff exemptions emerge, to decide my next steps.
As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.
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