The US semiconductor industry faces several threats, including global competition, supply chain vulnerabilities, intellectual property theft, and geopolitical tensions affecting trade and access to key resources. Additionally, there are concerns about talent shortages and the need for continuous innovation to maintain leadership in the field.
Opportunities for the US semiconductor industry include increasing demand for chips in various sectors like automotive, healthcare, and IoT, as well as advancements in technologies like AI, 5G, and quantum computing. There's also potential for government investment in research and development, as well as partnerships with academia and other industries to drive innovation and strengthen the semiconductor ecosystem.
middle east tensions cooled a little after Iran downplayed the attack by Israel who didn't claim responsibility for that despite the us confirming it.
the general market is poised for a rebound after 6 days of sell off. $NVIDIA Corp(NVDA)$
$VanEck Semiconductor ETF(SMH)$ tracks the overall semiconductor and chip making industry. its pnf too shows a confirmation of downtrend. it also has a few gaps below to close but the market should rebound after cooling of tensions. its next support is 159.
$US2Y(US2Y.BOND)$ climbs as inflation is resilient and economic data is strong. ecb might do a surprise rate cut as it doesn't want to fall behind the inflation curve. cutting the rates to late will cause the economy to stall and lead to recession.
do apply automatic investment system where you add shares at each 10% drop or at support zones if you know technical analysis. this way you conserve your capital while the stock is strongly downtrending. do take profit at 10% intervals or at resistance zones if you know technical analysis. this way you have capital to buy the dip. only applies to stocks in an index or warren buffett would approve. bon courage.
merci@TigerStars @TigerWire @Asphen @koolgal
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