$10 Billion Orders + Market Panic = Opportunity?
Custom chip designers just reported massive domestic deals while stock prices cratered...
Hi there,
Massive AI infrastructure orders keep getting announced.
Yet Friday’s tariff news hammered companies securing billions in purely domestic contracts—custom chip designs, enterprise software deals, cloud partnerships.
The disconnect between business momentum and stock prices rarely gets this extreme. Full story.
-Christopher
P.S. Ninth consecutive quarter of S&P 500 profit gains. Companies delivering measurable results got sold alongside empty promises. Market may have confused temporary noise with fundamental deterioration. You really need to read this before it’s too late.