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lets see what are the goodies for techs from the upcoming budget. Tariffs news will still dominate the headlines and wondering what will be the outcome from US Supreme court review on Trump's tariffs in Nov.
power of media whereby Trump's supporters made to believe that China is paying for the tariffs instead of US consumers. Lol, no pun intended. Nevertheless, the reality is probably US vs China for #1 economic powerhouse and US needed the revenue from tariffs badly due to US debt. Got to make the world continue to trade in dollars :)
semiconductor hot money flowing from budget 2026 and US interest rate cut driven by trumpconomics :) Choose your preferred stock within the semiconductor ecosystem in Malaysia. Most of the hot money will probably ended up in the top3 within each ecosystem while the rest will be following along until it breaks. Just need to have tight stops for those out of the top3 :)