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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 237.62-7.2%Nov 6 3:59 PM EST

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From: neolib11/16/2024 7:31:40 PM
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Worth a read by Robert Maire, where he points out an interesting problem in that USA based WFE cos have been offshoring fab equipment production as rapidly as possible:

semiwiki.com

The incoming administration could even put a tariff on imported chip equipment much as they will likely put a tariff on imported chips to force manufacturers to move back to the US as this is a core of the platform Trump was running on.
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