🚨Markets are in turmoil

US stocks are falling, driven by the Big-Tech

Author

Global Markets Investor
March 04, 2025

In partnership with

US stocks were slammed on Monday following the confirmation of further US tariffs on China, Mexico and Canada.

Notably, Trump signed an action to increase China tariffs to 20%, according to WSJ. Meanwhile, 25% tariffs on Canada and Mexico took effect tonight.

Additionally, reciprocal tariffs are still scheduled for April 2.

As a result, the S&P 500 dropped 1.7% while the Nasdaq fell 2.6% on Monday. This was driven by the Magnificent 7, which lost a whopping $568 billion in market cap, driven by nearly $300 billion decline of NVIDIA.

The Supply Chain Crisis Is Escalating — But This Tech Startup Keeps Winning

Global supply chain chaos is intensifying. Major retailers warn of holiday shortages, and tech giants are slashing forecasts as parts dry up.

But while others scramble, one smart home innovator is thriving.

Their strategic move to manufacturing outside China has kept production running smoothly — driving 200% year-over-year growth, even as the industry stalls.

This foresight is no accident. The same leadership team that saw the supply chain storm coming has already expanded into over 120 BestBuy locations, with talks underway to add Walmart and Home Depot.

At just $1.90 per share, this resilient tech startup offers rare stability in uncertain times. As investors flee vulnerable companies, this window is closing fast.

Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.

The group has erased ~$2.4 TRILLION in value since its peak and fell below its 200-day moving average.

Additionally, the S&P 500 Information Technology sector has now dropped ~11% since its December peak and officially entered a correction.

Meanwhile, gold and silver gained 1.8% and 2.1%, respectively and continue their gains on Tuesday.

It seems that market euphoria is cooling off.

⚠️Portfolio performance review for February 2025

Assessment of my long-term investment portfolio as of February 2025

globalmarketsinvestor.beehiiv.com/p/portfolio-performance-review-for-february-2025

S&P 500 declined for the 2nd straight week. Weekly market recap, trading week 09/2025

Summary of the trading week using the most popular posts from the X platform

globalmarketsinvestor.beehiiv.com/p/s-p-500-decline-for-the-2nd-straight-week-weekly-market-recap-trading-week-09-2025

!?️Will tariffs limit economic growth, lift inflation and volatility in the markets!?️

Brief explainer of the trade war 2.0 and its potential impact on the markets and the global economy

globalmarketsinvestor.beehiiv.com/p/will-tariffs-limit-economic-growth

⚠️The US stock market is priced in for perfection and almost every investor believes in it

The next important test for the markets is coming during the last week of January

globalmarketsinvestor.beehiiv.com/p/the-us-stock-market-is-priced-in

If you find it informative and helpful, you may consider a paid subscription (or annual if subscribed), become a Founding Member, and follow me on Twitter or Nostr: