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90-day trade truce creating semiconductor sector divergence

Hey there,

The temporary reduction of tariffs has created dramatically different outcomes for semiconductor companies with Chinese exposure.

Nvidia shares jumped 4.16% following the trade announcement while Intel continues its 57% year-to-date slide, revealing deeper forces at work beyond simple tariff relief.

The deal's explicit 90-day timeframe means investors have a limited window to identify which chip companies are truly positioned for long-term growth. Access full story here.

-Christopher

P.S. The existing Biden-era restrictions on advanced AI chip exports to China remain in place despite the trade truce, maintaining a critical source of market tension. You really need to read this before it's too late.