After an incredible run to $17, shares of $AMD are taking a break before the rocket ship charges higher. Competitor Intel $INTC is down as the trade talk noise baffles the market. Ahead of its earnings report, Micron $MU is down a notch, along with Lam Research $LRCX, Applied Materials $AMAT, and Nvidia $NVDA. Everyone suffers when trade slows and when taxes slow the trade of goods among countries. Profit-taking took a chunk out of JD.COM $JD a day after google committed to $500 million in the company. JD/GOOG could circumvent any tariffs as their global partnership takes hold. The pause in the resources sector creates a good entry point. Again, the trade war noise, if it is a bluff, will put an end to the drop in copper, gas, and oil prices. Continue watching Cleveland-Cliffs $CLF and Freeport-McMoRan $FCX. In the energy space, watch $XOM, $COP, $CVX, and $BP. $LRCX, Lam Research Corporation / H1