Semiconductors tumble on tariff talks

[Cuddles]

https://www.investopedia.com/news/5-chip-stocks-risk-expanding-trade-war/

I wonder if it's an intentional jab at silicon valley? We're going to be taxing products made abroad for American companies basically.

 

[silveredge]

This lacks understanding of both how the semi supply chain works as well as the tariff structures. I think semi/hardware stocks are down due to macro uncertainty.

 

[Cuddles]

This lacks understanding of both how the semi supply chain works as well as the tariff structures. I think semi/hardware stocks are down due to macro uncertainty.

I like how you expanded on that.

 

[silveredge]

Tariffs definitely hurt but see more on the macro/demand side rather than the supplyside. I see this as an opportunity to pick up some semi-related names, like mu/lrcx/tsem/amba/lite

 

[traderslair]

Anyone seen that PE ratio today of MU ? holy smokes