Trump's betrayal exposed (From Porter & Company)
Taiwan Semiconductor Spared From New Tariffs: Bullish Path Ahead?  President Trump has announced the latest round of trade tariffs, targeting a wide range of goods from most of the United States’ trading partners, with a particular impact on the retail sector.
However, to many investors’ surprise, the recent press conference outlining the specifics notably excluded one major industry: semiconductors. Semiconductor products and chip exports from Taiwan were left off the tariff list, sparing the sector from the painful volatility that has rattled the broader S&P 500 in the days following the announcement. While this detail may have been overlooked amid the broader market uncertainty and sharp price swings, savvy investors can connect the dots and recognize a potential opportunity. Companies tied to chipmaking and semiconductor manufacturing, such as Taiwan Semiconductor Manufacturing (NYSE: TSM), could benefit from this exemption, facing fewer headwinds to financial stability and future growth. Give the Market Room to Breathe That said, this isn’t a signal to buy immediately. Investors should focus on preparing in advance—identifying potential winners now so they’re ready to act when better setups emerge. Having a clear fundamental narrative in mind will be crucial as uncertainty begins to subside. Taiwan Semiconductor is particularly well-positioned. The company has committed over $160 billion to building infrastructure in Ohio and Arizona, aligning with President Trump’s emphasis on bringing manufacturing back to the United States. Its collaboration with the administration may help explain why the sector was spared in the latest tariffs—setting the stage for strong long-term growth. Missed out on Nvidia? Don't worry — a bigger AI opportunity may be emerging right now, thanks to Trump's newly announced tariffs.
One under-the-radar U.S. semiconductor stock just gained a major edge over its foreign rivals. With demand poised to skyrocket, this chipmaker could be perfectly positioned to ride the next wave of AI growth.
Shares are still flying low — but not for long. Trump's new tariffs could spark the next AI boom — here's the chip stock set to soar. Elon Musk's Near-Death Experience Sparks Dire Warning for Americans
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