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Trump's 15% Chip Deal: Who Wins?

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Buy This, Not That: Trump's China Chip Deal - Who Wins?

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Shah Gilani

Shah Gilani
Chief Investment Strategist

President Trump just pulled off something nobody saw coming...

He negotiated a 15% payout on Nvidia and AMD chip revenues from China sales.

This surprise deal essentially gives both companies licenses to export semiconductors to China - chips the Chinese desperately want for its AI programs.

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Which stock benefits more from this unexpected export opportunity?

The answer might surprise you.

One company keeps hitting new highs. The other has a market cap of just $280 billion and posted 229% earnings growth...

I'll tell you which chip giant I'm backing - and why massive earnings growth doesn't always mean "buy."

Click here or on the thumbnail below to get my take.

Cheers,

Shah

Editor's Note: In every major tech supercycle - microchips, the internet, mobile devices - there always a quiet company controlling one crucial layer of the system.

This time, that role belongs to a company you've probably never heard of... Yet the "upgrade" that just launched will make its technology as essential as electricity.

It's already signed multi-year contracts with firms racing to deploy AI agents... And it trades for a fraction of the price of the big AI stocks. Click here now to see the full details.

Video - Buy This, Not That
 
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