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Ginvest : good morning. what is your reaction to the momentous-changing semiconductor tariff? soxl? soxs? or both (like me)?
ASteffie : I say... well. I think he said buy. "Great time to buy". I watch him. All his interviews. He hasn't told me to sell. I'm not really into this stuff though. I think other sectors are more stable and you are right. We have literally no idea what's going to happen![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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Should be fun.
10baggerbamm OP Ginvest : I just wrote on it I don't know and that's because what are the tariffs going to be when these came out at 5:00 p.m. the chip stock didn't rally Friday last week and then Saturday Dan Ives comes out with a statement saying we could have one for the ages type of a tech rally in the semiconductor marketplace specifically on Monday and now we have a new comment from president Trump yesterday where he says he's providing clarity but his glasses are still foggy because if I put those glasses on I can't see shit I feel like I got cataracts that's what my visibility is right now I'm a ping pong ball.
do I add to my basket of Chip stocks do I sell the ones that are profitable that I bought last week do I sell calls against the position do I sell puts for Friday expiration out of the money to collect a premium but I don't want to get put any of these stocks because I don't know the extent of what the tariffs will be when they come out maybe they're going to be worse then what he's alluding to.
so it sucks I have no other way to say it you can't make a decision when it comes to investing when you don't have reasonable facts that are generally accepted by the masses. there's no analysts that are going on the record and saying this is what the earnings are going to be for this quarter there's no analysts that are saying there's not going to be guidance that's coming down for next quarter in the balance of the year. there has to be revisions lower there has to be lack of clarity for guidance and that's as an example I Delta airlines totally unrelated to chips they suspended all of their guidance for the balance of the year there are us companies suspending guidance well doesn't that mean that every single tech company that's using Chinese and Taiwanese manufacturing they're going to suspend guidance also? I think logically it makes sense if a US airline is saying we don't know what the market's going to do and one of their big net expenses is fuel which is dropped dramatically oil but they're suspending I got to believe every chip company is going to go look man we're just going to sit on the sideline here do the best we can and we're just going to suspend guidance we'll just revisit this once everything is finalized maybe then we'll be able to provide range of revenue and a range of earnings per share.
joelooi : In roti prata, roti prata is exactly that.