Chip stocks experienced a significant decline, dropping by 70% as the European Union prepared retaliatory measures against U.S. tariffs. Despite a brief recovery on Monday, the stocks struggled to regain ground. This volatility in the market highlights the impact of international trade policies on specific sectors. The looming threat of further economic actions continues to influence investor confidence and market performance.
The Kobeissi Letter
@KobeissiLetter
·
Jan 26 Chip Stocks Overnight Reaction to DeepSeek:
1. Arm, $ARM: -5.5%
2. Nvidia, $NVDA: -5.3%
3. Broadcom, $AVGO: -4.9%
4. Super Micro, $SMCI: -4.6%
5. Taiwan Semi, $TSM: -4.5%
6. Micron, $MU: -4.3%
7. Qualcomm, $QCOM: -2.8%
8. AMD, $AMD: -2.5%
9. Intel,
Sravan Kundojjala
@SKundojjala
·
21h Microchip is probably the worst hit semi company in this cycle with revenue down for 7 quarters through QMar. Revenue down 55%+ from the peak with no visibility in sight. Some peers like TI and ADI exited the down cycle, on the other hand.
Global Markets Investor
@GlobalMktObserv
·
15h Some US stock bubbles have already POPPED:
The US semiconductor sector has PLUMMETED 39% since its July 2024 peak.
The sector has now erased ALL 2024 GAINS.
NVIDIA, $NVDA, alone has fallen nearly 40% and has shed over $1 TRILLION in market cap.
Global Markets Investor
@GlobalMktObserv
·
Apr 5 Some US stock bubbles have already POPPED:
The US semiconductor sector has PLUMMETED 38% since its July 2024 peak.
The sector has now erased ALL 2024 GAINS.
NVIDIA, $NVDA, alone has dropped nearly 40% and has shed over $1 TRILLION in market cap.
Global Markets Investor
@GlobalMktObserv
·
20h Some US stock bubbles have already POPPED:
The US semiconductor sector has PLUMMETED 39% since its July 2024 peak.
The sector has now erased ALL 2024 GAINS.
NVIDIA, $NVDA, alone has dropped nearly 40% and has shed over $1 TRILLION in market cap.
WOW
Kristina Partsinevelos
@KristinaParts
·
Apr 3 $NVDA $AMD $AVGO and chip stocks sliding despite WH clarification on Taiwan tariffs. Markets bracing for ~10% chip-specific tariffs + further AI export restrictions. Real threat: higher prices crushing demand while Microsoft pauses data centers, signaling AI spending slowdown.
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