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U.S. government made the wrong decision about chip exports, says Cantor Fitzgerald's CJ Muse

Featured Youtube VideosWednesday, Apr 16, 2025 12:04 pm ET
1min read
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Comfortable_Corner80
04/16
Chips export ban? Just another market FOMO trip
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fluffnstuff1
04/16
Long $TSLA, short $NVDA; semis are a gamble.
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11thestate
04/16
$TSLA relies on global supply chains. Export restrictions could impact the whole ecosystem.
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SussyAltUser
04/16
This could be a turning point for US firms in China. Opportunity or risk? 🤔
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Running4eva
04/16
NVDA's gonna ride the AI wave. Can't stop won't stop. 🚀
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rareinvoices
04/16
@Running4eva Where do you see resistance?
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dritu_
04/16
@Running4eva Bullish vibes, let's go.
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The_Sparky01
04/16
China playing the long game with semis. Gotta diversify those supply chains, folks. 🌍
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PikaZoz123
04/16
Semis are the new oil. Can't believe the US is restricting exports. 🤔
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BloodForThCursedIdol
04/16
Taiwan's chips are gold; US is missing out bigly
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Puzzleheadbrisket
04/16
Cantor Fitzgerald's insights on semis are top-notch. They're ahead of the curve.
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Liteboyy
04/16
Semis are critical. Hope the US reevaluates, or China finds a way around. 🚀
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CarterUdy02
04/16
The US gov needs to rethink strategy. Limiting exports might backfire. 🌍
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Sweet-Block5118
04/16
Muse's call on semis was early. His firm has the edge here. Keep watching.
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EX-FFguy
04/16
@Sweet-Block5118 What’s your take on semis now?
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pregizex
04/16
I'm long $AMD, riding the wave of potential rule changes. Gotta adapt, folks.
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Policies2006
04/16
@pregizex How long you been holding $AMD? Think the current trend will hold?
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jobsurfer
04/16
@pregizex I'm also in $AMD, feels right. Diversifying now with $NVDA, thoughts?
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ImplementEither7716
04/16
China's market is huge. US firms missing out on potential gains by restricting exports.
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6roke6oy6
04/16
@ImplementEither7716 Think restricting exports helps US firms in the long run?
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sesriously
04/16
Muse is spot on. China's semis are a game-changer. Time to rethink those export rules.
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Disclaimer: the above is a summary showing certain market information. AInvest is not responsible for any data errors, omissions or other information that may be displayed incorrectly as the data is derived from a third party source. Communications displaying market prices, data and other information available in this post are meant for informational purposes only and are not intended as an offer or solicitation for the purchase or sale of any security. Please do your own research when investing. All investments involve risk and the past performance of a security, or financial product does not guarantee future results or returns. Keep in mind that while diversification may help spread risk, it does not assure a profit, or protect against loss in a down market.
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