May 28: The most important date for chip stocks?

Nvidia's upcoming earnings could trigger sector-wide movement

Hey there,

Semiconductor investors are marking May 28th on their calendars as potentially the most consequential market event of the quarter.

Nvidia's upcoming earnings report could reshape the entire sector amid unprecedented divergence between AI leaders and traditional chip makers.

The temporary trade truce expires August 12, creating an urgent timeline for those looking to position before tariffs potentially go "substantially higher" again. Access full story here.

-Christopher

P.S. The gap between winning and losing chip stocks has widened to levels not seen in years - one group down 57% while the other turns positive for 2025. You really need to read this before it's too late.