Personally, I am more concerned about potential changes in US-China chip export restrictions than the investigation itself. I will be watching the investigation outcome and November 17 earnings for any impact on revenue growth and business outlook.
$Advanced Micro Devices(AMD)$ is also worth watching as a potential beneficiary of growing AI chip competition, but I would not rush to switch positions. My strategy is to stay patient, avoid panic selling and look for attractive entry points in fundamentally strong companies.
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