Tits-for-Tats


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April 12, 2025 | Read Online | Subscribe​

With how the tariffs duel is going, the next iPhone model will cost over $3,000.

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Who has an extra 3 grand laying around? Not me. Not in this economy. Might have to look into financing. Welcome to America.

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What we've got in this edition:

  • Tariffs all around. USA vs. China.
  • Chip Resiliency πŸͺ. Semiconductor stocks are weathering the storm.
  • Ziroh Labs. You might be able to run the most powerful LLMs on your laptop soon.

DISCLAIMER: The content in this newsletter is not monetary advice; it is for educational and informational purposes only. Stocks can be risky and speculative. Please do your own research before investing.

Week of April 7, 2025

β–² S&P 500 5,363.36 +7.82%
β–² Nasdaq 16,724.46 +9.18%
β–² DOW 40,212.71 +7.59%
β–Ό FTSE 100 7,964.18 -1.13%
β–² Bitcoin $83,322.70 +5.13%
β–² Ethereum $1,567.71 +0.85%

*Stock data as of market close on April 11, 2025. Cryptocurrency data as of 11:00pm PT.

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Markets

  • Over the past week, the S&P 500 rose 7.82%, the Nasdaq gained 9.18%, the DOW climbed 7.59%, and the British FTSE 100 lost 1.13%. Stocks ascended after White House Press Secretary Karoline Leavitt said that President Trump was β€œoptimistic” on reaching a trade deal with China. Yeah...we'll see about that. As of Friday night, the US has implemented 145% tariffs on China, and China retaliated by raising tariffs on US imports to 125%.
  • Bitcoin dropped below $75k on Apr 9, the first time since Nov 7 of last year, and reached its weekly high of ~$84k on Apr 11.
  • Fear and Greed Index saw relief of 9 points. S&P 500 is still trading well below its 125-day moving average and market volatility is substantially elevated.
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Economic Reports

Wedbush analyst Dan Ives warned that manufacturing iPhones domestically would triple their price tag to $3.5K each. Buy now, pay later looking pretty good right now...

​CPI dropped to 2.4% in March, its lowest rate since September, as prices fell 0.1% month-over-month.

The 6 catalysts that could stabilize the markets post-tariffs and bring back some investor confidence.

πŸ“Š CHARTS

πŸ“ˆ Stock Picks

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$AVGO (Broadcom)
πŸ“†
Publicly traded since 1998
πŸ’° Specializes in semiconductors and enterprise software
πŸ“ Headquarters in San Jose, California
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Financial Green Flags

Based on Quarterly Earnings Report:

βœ… Net income is up 315% Year-over-Year

βœ… Diluted EPS are up 307% Year-over-Year

βœ… Has exceeded EPS expectations for the last 4 quarters

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Things to Consider

πŸ’‘ The company recently announced a massive $10B share buyback program, which is a strong signal that management is confident in company performance in the face of dramatically unstable markets and a 34% YTD stock plunge.

πŸ’‘ CEO Hock Tan projects the company’s addressable AI market will explode from $20B to $60B-$90B by 2027, with JPMorgan analysts conservatively forecasting a 40-50% revenue compound annual growth rate (CAGR).

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The Bottom Line

Amid the stock market turmoil, Broadcom actually climbed more than 25% over the past week. Zooming out a bit, its YTD decline of 23% might make some nervous, but from our POV, right now could be a good entry point to ride the future uptrend.


$ARM (Arm Holdings)
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Publicly traded since 2023
πŸ’° Specializes in semiconductors and software design
πŸ“ Headquarters in Cambridge, England

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Financial Green Flags

Based on Quarterly Earnings Report:

βœ… Net income is up 189% Year-over-Year

βœ… Diluted EPS are up 200% Year-over-Year

βœ… Has exceeded EPS and revenue expectations for the last 4 quarters​
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Things to Consider

πŸ’‘ Semiconductors were spared from the tariff showdown between the US and China....for now. Analysts are saying that semiconductors’ exemption just means the semiconductor tariffs are going to be handled differently anyway.

πŸ’‘ The company has set a goal of securing 50% of the data center CPU market by the end of 2025, a significant jump from their estimated 15% share in 2024.

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The Bottom Line

You might have never heard of this company before, but they are actually a serious competitor to Intel and are slowly eating up more of the CPU market. Arm's financials alone are impressive enough for us to invest, but the fact that they are determined to increase their CPU market share to 50% has got us excited (big plans = big payoffs).

πŸ€– Artificial Intelligence

  • India-based Ziroh Labs developed a framework called Kompact AI that is designed to run LLMs on ordinary CPUs instead of high-end GPUs.

🧬 Biotechnology

  • Engineers at Northwestern University developed a pacemaker, smaller than a grain of rice, that is activated by light and harmlessly dissolves into the body.

⚑️ Microelectronics

  • TSMC recently introduced a 2-nanometer chip. It provides a 10% to 15% boost in computing speed at the same power level or a 20% to 30% reduction in power usage at the same speed as a 3nm chip.

Equity Crowdfunding

​Invest in Tap Systems, a technology company that lets you command AI-powered devices with a pinch, tap, or swipe.

With Tap Systems' patented tech, you can tap your finger on your wrist to play and pause songs, increase the volume, trigger an AI command, take a photo, answer a call, scroll through notifications, and respond to a text message (investing round closes on Apr 15 @ 11:59 PM ET).

​Invest in LPP Fusion, an early-stage company that aims to replace fossil fuels with fusion energy.

The team plans to use pB11 (hydrogen-boron) fuel that produces zero radioactive waste.

Note: If you're serious about investing in any of these startups, do a Porter's Five Forces Analysis first.​
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Venture Capital

πŸ€– Nuro, a robotics company specializing in the development of autonomous driving technologies, raised $106M at a valuation of $6B.

πŸ”‹ Base Power, an energy provider that specializes in residential backup battery systems and electricity plans, raised $200M at an unknown valuation.

☁️ Rescale, a cloud simulation platform, raised $115M at an unknown valuation.

Insights from Google Trends...

🐻 Search volume for β€œwhat is a bear market” shot up by 300% on Apr 7:
➑️ It's probably a good time to catch up on some investing lingo. The official definition of "bear market" is when a stock index drops by 20% or more from its recent peak. Bonus: a market correction is a drop of more than 10% but less than 20%.

⏸️ Search volume for β€œtariff pause” shot up by 600% on Apr 9:
➑️ Trump increased China tariffs to 104% but paused tariffs on other countries for 90 days.

πŸ‘€ Search volume for "trump insider trading" shot up by 100% on Apr 9:
➑️ Donald Trump posted on social media that it was a β€œgreat time to buy” just hours before pausing tariffs which led to big rises in stock markets around the world. Kinda smells like market manipulation...

Vibe Check

Thoughts on this week's newsletter?

​ πŸ€‘πŸ€‘πŸ€‘ Keep 'em coming! ​
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πŸ€‘πŸ€‘ Not great, not terrible ​
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πŸ€‘ Weak sauce ​

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Thanks for reading and stay tuned for next week's edition!

- Tech Fizz Team

DISCLAIMER: The content in this newsletter is not monetary advice; it is for educational and informational purposes only. Stocks can be risky and speculative. Please do your own research before investing.

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