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VRA Letter: Nonstop Bear Market News Flow. Death Cross, Part 2. Are Millennials the New Mrs. Watanabes? Gold and Miners; Beast Mode. Twilight Zone Moment.

Good Wednesday morning. Is everyone enjoying their 2-3 hours of sleep over the last 1-2 months? Non-stop news flow and market-moving events continued overnight as Nvidia announced they are no longer allowed to sell their H20 (AI ...

Posted On April 16, 20257 MIN Read
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Good Wednesday morning. Is everyone enjoying their 2-3 hours of sleep over the last 1-2 months? Non-stop news flow and market-moving events continued overnight as Nvidia announced they are no longer allowed to sell their H20 (AI) chips to China…Trump literally banned them...resulting in a $5.5 billion hit to Q1 earnings. Hey, we get this one. We’re in a fight to the death with China over AI supremacy…I don’t think thats an overstatement…and because NVDA is the most important semi on the planet (not a close second), keeping these chips out of Chinese quantum computers is absolutely the right move. NVDA is trading down 6% on the news.

Then, early this AM Dutch chip company ASML…another global leader...reported a big to Q1 earnings that has their stock down 5%. The combination of bad  news in the semis has SMH down 3.5% with Nasdaq down 280 points (-1.5%).

In yesterday afternoon’s Letter, we told you that demand pull and US on-shoring will, almost without question, support economic ...

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