The short of it is that the Chip Act allocated 280b to creating chips in the U.S.
Despite Trump being all about American manufacturing (the point of tariffs and protectionism) eliminating this act opens us back up to the tariffs making chips more expensive as they have to be imported. How do you see this impacting chip stocks and the general space of computing both at the individual and business market levels?
I think it is a negative effect as I must reiterate it removes the ability for the U.S. to competitively create their own chips. This also impacts other spaces in technology such as quantum computing etc. and anything that is related to low mm and micro technologies.