2 ideas from this batch

US caps China tariffs at 20% and chip shares are already rising — ride the trade-war relief rally in TSMC

A tariff cap at 20% is essentially a negotiated truce ceiling — it removes the tail risk of an escalating trade war that has haunted chip stocks with China supply chain exposure. Taiwan Semiconductor, the world's dominant contract chipmaker

Oil crashes just as Big Tech and the Fed take the stage — ride the AMZN earnings momentum

We have the busiest week of the quarter featuring a Fed meeting and major tech earnings, and oil is suddenly crashing 5% due to de-escalation in the Middle East. At the same time, Amazon has strong upward momentum heading into its highly an