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Semiconductors are back in the spotlight. In today's episode, we break down the latest trade deal with Taiwan and what it could mean for the global technology supply chain, chipmakers, and broader market leadership. Is this deal a tailwind for Big Tech—or does it introduce new risks traders need to price in?
We'll also shift gears to the surging silver market, unpacking the key forces driving prices higher—from macro flows to industrial demand—and discuss whether those drivers have staying power or are setting up a near-term fade.
If you trade tech, commodities, or macro themes, this episode connects the dots.
Listen now:👉 Big Chip Deal Inside the episode:
Hit like, subscribe, and drop your questions for the next TraderMerlin show.
#TraderMerlin #BigChipDeal #Semiconductors #TaiwanTrade #TechStocks #TechnologySector #SupplyChain #Silver #PreciousMetals #Commodities #MarketAnalysis #TradingPodcast #InvestingPodcast #MacroTrading #ChipStocks #IndustrialMetals #FinancialEducation #MarketOutlook
Email – [email protected]
Follow TraderMerlin:
Twitter: TraderMerlin - https://twitter.com/TraderMerlin
IG: TraderMerlin - https://www.instagram.com/tradermerlin/
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Live Daily Show: - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg
Trading Applications used:
- Tradingview
By Merlin Rothfeld5
3535 ratings
Semiconductors are back in the spotlight. In today's episode, we break down the latest trade deal with Taiwan and what it could mean for the global technology supply chain, chipmakers, and broader market leadership. Is this deal a tailwind for Big Tech—or does it introduce new risks traders need to price in?
We'll also shift gears to the surging silver market, unpacking the key forces driving prices higher—from macro flows to industrial demand—and discuss whether those drivers have staying power or are setting up a near-term fade.
If you trade tech, commodities, or macro themes, this episode connects the dots.
Listen now:👉 Big Chip Deal Inside the episode:
Hit like, subscribe, and drop your questions for the next TraderMerlin show.
#TraderMerlin #BigChipDeal #Semiconductors #TaiwanTrade #TechStocks #TechnologySector #SupplyChain #Silver #PreciousMetals #Commodities #MarketAnalysis #TradingPodcast #InvestingPodcast #MacroTrading #ChipStocks #IndustrialMetals #FinancialEducation #MarketOutlook
Email – [email protected]
Follow TraderMerlin:
Twitter: TraderMerlin - https://twitter.com/TraderMerlin
IG: TraderMerlin - https://www.instagram.com/tradermerlin/
FB: TraderMerlin - https://www.facebook.com/TraderMerlin
Live Daily Show: - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg
Trading Applications used:
- Tradingview

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