BTCUSDTAAPLSOXXNAS100SPX Chips are exempt from tariffs. CBP (U.S. Customs and Border Protection) has announced that there will be no tariffs on iPhones, electronics, and other related goods, including imports from China, Japan, South Korea, and Taiwan, which are major players in the semiconductor supply chain. BTC is also a good indicator can be interpreted as a 'leading indicator' for both risky appetite and at some degree 'safe heaven demands'.
SCHD Currently focusing on trading with BTC and GOLD as our main plays. We're ignoring news and headlines (no time to dig into them). At key support levels, We'll buy shares of fundamentally strong companies with steady income and solid moats. SCHD remains our top pick. As for chip stocks, We've sold all positions (now only holding a big stack of short options). Just sharing our thoughts, not investment advice!
SOXX Semis approaching buy zone, with huge volume zone, which overrides my major trendline break principle, which otherwise would give me a target of 86. I'll be watching the zone carefully and taking positions in small lots
VTVOOSOXXSOXLIVV Just to clarify, I’m still long-term bullish. Short-term volatility is high, but the bigger trend remains intact. Locked in profits on all leveraged shorts at good levels and flipped them into leveraged longs. 📈🔥
VTVOOSOXXSOXLIVV This irrationally fast rebound also suggests extreme market volatility, making it likely that we’ll retest today’s low, or even lower support levels, within the next weeks. 📉🔄
NDX If 8-bit and classification AI acceleration truly make AI more accessible for consumer and edge computing, it’s not a threat. It’s actually expanding the market for NVDA and the chip industry. Just like when China started making budget smartphones, more people could afford them, but they never replaced high-end flagship devices because the use cases and demand were completely different. Lower-spec solutions like Deepseek won't reduce enterprise AI chip demand. Companies aren’t scaling down their AI ambitions just because of a cost-saving alternative. It simply doesn’t meet the performance needs of high-end AI workloads. If anything, it adds another layer to the AI ecosystem, increasing competition and pushing innovation. At the same time, broader AI adoption across different sectors will only fuel greater demand for GPUs and chips. Thinking Deepseek will slow down the AI chip market is like saying budget phones would kill high-end tech. It just doesn’t work that way. VIXVUGVTISOXX