$NVIDIA (NVDA.US)$ The downtrend is not over yet, it must exceed 134.

$Taiwan Semiconductor (TSM.US)$ Last high Nov 8th @ 206.61

The cabinet of Trump 2.0 has basically been nominated.What are the core economic ideas of the cabinet?This article uses graphic and textual analysis to provide a deeper understanding~Who are the key members of the Trump Squad? What are their main responsibilities?
一、Who are the members of the Trump Team? What are their main responsibilities?
2. The economic ideology of cabinet members in the economic policy field
3. The economic ideology of members outside the cabinet in the economic policy field
4. The impact of ideological beliefs on the economy and assets
1. Additional tariffsIt may lead to inflation, exacerbating the burden on the residential and corporate sectors.
2. Relaxation of regulations, especially as nominated Finance Minister Bezent also supports the development of US energy and suggests increasing oil production by 3 million barrels per day.
3. In addition, the nominated Energy Secretary Wright remains firmSupport the development of traditional energyHe may take quick actions after taking office to end the one-year suspension of natural gas export permit approvals by the Biden administration.
Stimulated by high tariffs and trade wars, global economic efficiency has declined, trade has been damaged, and economic growth has slowed. Due to upward inflation, the economic development of some countries is slowing down, and the world may overall fall into a state of stagflation.
5. Global industry chainFurther reshaping of additional tariffs and trade frictions may prompt multinational companies to reconsider their global supply chain and industry layout.
Under the influence of these ideological propositions, which assets need to be cautious about? And where should attention be focused on assets?
【Key points: The trading theme includes 3 keywords: inflation, trade friction, geopolitical....

$Advanced Micro Devices (AMD.US)$
right at the tip. anyway watch spy close to 587.5 (vwap might be denied) probably will come down all again. today closing im guessing as usual a red day. probably 135-136.

$Taiwan Semiconductor (TSM.US)$
And you all thought the sell off yesterday was going to continue today.
BOOYAH :P

Top Decliners
$Mobix Labs (MOBX.US)$
$Nano Labs (NA.US)$
$WISeKey (WKEY.US)$
$United Microelectronics (UMC.US)$
$Taiwan Semiconductor (TSM.US)$
$MACOM Technology Solutions (MTSI.US)$
$GCT SEMICONDUCTOR HOLDING INC C/WTS 01/03/2029(TO PUR COM) (GCTS.WS.US)$
$Intchains Group (ICG.US)$
$Sequans Communications (SQNS.US)$
$ASE Technology (ASX.US)$
$Monolithic Power Systems (MPWR.US)$
$ChipMOS TECHNOLOGIES (IMOS.US)$
$Broadcom (AVGO.US)$
$Diodes (DIOD.US)$
$Micron Technology (MU.US)$
...

$Invesco QQQ Trust (QQQ.US)$ 500 very struggling