57% collapse: Why this major chip stock keeps falling despite trade truce
Remarkable divergence creating potential opportunities
Hello,
The U.S.-China tariff reductions announced May 12 haven't lifted all semiconductor boats equally.
Intel continues its staggering decline while Nvidia pushes back into positive territory for 2025, revealing how AI positioning is creating dramatic winners and losers.
The temporary nature of the current agreement suggests volatility may continue to characterize tech stocks in the coming months before the August 12 deadline. Access full story here.
-James
P.S. Gross margin pressure is affecting even industry leaders, with Nvidia's margin falling from 78.4% to 70.6% as competition intensifies in the AI chip space. You really need to read this before it's too late.