Chip stocks just suffered one of their ugliest stretches on record, and a political shift in Washington may be to blame. History offers a surprising clue about what happens next, but a November 17 earnings report could rewrite it.
8 months ago I moved 50% of my 457b money out of Amazon, meta, and Nvidia. I put it into Taiwan semiconductors, lithium and other minerals mining abroad. My ROI went from 21% to 10%, but hopefully I won’t be holding the bag when the bubble pops. Since taiwan makes custom chips for everyone else, I figure they will have income streams from non-AI industries and not be hit as hard. Along with the big push to renewable energy everywhere else, battery production and mineral production will probably be ok too.
8 months ago I moved 50% of my 457b money out of Amazon, meta, and Nvidia. I put it into Taiwan semiconductors, lithium and other minerals mining abroad. My ROI went from 21% to 10%, but hopefully I won’t be holding the bag when the bubble pops. Since taiwan makes custom chips for everyone else, I figure they will have income streams from non-AI industries and not be hit as hard. Along with the big push to renewable energy everywhere else, battery production and mineral production will probably be ok too.