Hey there,
Friday’s tariff announcement triggered indiscriminate selling across AI stocks.
But here’s what most investors missed: companies with purely domestic operations got hammered alongside China-exposed names.
The disconnect between panic and fundamentals rarely gets this wide. Full story.
-Christopher
P.S. Infrastructure providers with zero China exposure dropped alongside everything else. Ninth consecutive quarter of S&P 500 profit gains says fundamentals remain intact. You really need to read this before it’s too late.