May 28 & August 12: Two dates semiconductor investors must watch

Trade truce creating dramatic divergence in chip stock performance

Hi friend,

The tech sector is experiencing unprecedented divergence following the U.S.-China tariff reductions announced just one week ago.

While companies like Nvidia have bounced back into positive territory for 2025, Intel continues its staggering 57% year-to-date decline, revealing how AI positioning is separating winners from losers.

Nvidia's May 28 earnings report is now considered a crucial bellwether ahead of the August 12 trade deadline that could send tariffs "substantially higher" again. Access full story here.

-Christopher

P.S. Taiwan Semiconductor continues expanding its Arizona facilities despite being down 25% year-to-date, highlighting the importance of U.S. manufacturing presence. You really need to read this before it's too late.