And here i thought Intel was a US company. Man America has sent everything over to China huh?
What does the us even make?
This isn’t data, this is speculation as the author states at the start of their opinion
Isn’t it actually a pretty big opportunity for intel? Especially when china eventually goes for Taiwan?
IIntel – screwed by Chinese tariff on US made goods (29% direct exposure)
Tesla – screwed by Chinese tariffs on US made goods, specially for model s and model x (<5% without elon factor)
Apple – screwed by US tariff on Chinese made goods (43%)
Nike – screwed by US tariff on Chinese made goods (44%)
Nvidia – least screwed of all as chips produced in Taiwan
Looking at this analysis, if a company has significant manufacturing in China, there is a high likelihood of that company to fail in upcoming quarters. Amazon (products and ads), Meta (ads), Google (ads), pinduoduo (temu), shein, tiktok (ads), Target, Walmart (durable goods) are worth mentioning as well
Almost all the companies on sp500 would be impacted by slowdown in demand due to increase in price per unit for durable/electronics goods imported from China. Wait what’s the point of all of this? Manufacturers would simply go to other countries instead of US
Trump to Lip-Bu Tan: build factories in the United States, you have until the evening or I hike the tariffs up again.
6 comments
And here i thought Intel was a US company. Man America has sent everything over to China huh?
What does the us even make?
This isn’t data, this is speculation as the author states at the start of their opinion
Isn’t it actually a pretty big opportunity for intel? Especially when china eventually goes for Taiwan?
IIntel – screwed by Chinese tariff on US made goods (29% direct exposure)
Tesla – screwed by Chinese tariffs on US made goods, specially for model s and model x (<5% without elon factor)
Apple – screwed by US tariff on Chinese made goods (43%)
Nike – screwed by US tariff on Chinese made goods (44%)
Nvidia – least screwed of all as chips produced in Taiwan
Looking at this analysis, if a company has significant manufacturing in China, there is a high likelihood of that company to fail in upcoming quarters. Amazon (products and ads), Meta (ads), Google (ads), pinduoduo (temu), shein, tiktok (ads), Target, Walmart (durable goods) are worth mentioning as well
Almost all the companies on sp500 would be impacted by slowdown in demand due to increase in price per unit for durable/electronics goods imported from China. Wait what’s the point of all of this? Manufacturers would simply go to other countries instead of US
Trump to Lip-Bu Tan: build factories in the United States, you have until the evening or I hike the tariffs up again.
People buying stocks now win in 5-10 years
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