Many portfolio managers advise to "begin investing" in semiconductor firms, as global chip demand is projected to rise 9% this quarter, with memory prices rebounding and foundry utilization rates at multi-month highs, signaling positive revenue momentum. But after spending much of the week on the road, I return to report that tariffs are beginning to have some real negative economic consequences. They aren't appearing in macro data yet, or even corporate earnings to a sizable degree — though I would say there's more of a groundswell of negativity building that could surprise investors heading into 2026. It’s generally better for most investors to remain in the markets long term, even during periods of volatility. Investing is not a get-rich-quick undertaking, and beginner investors should consider developing a diversified portfolio containing a mix of investments with varying risk levels to balance potential returns. E-commerce penetration rates hit new highs in Asia markets, and analysts see strong revenue acceleration. Strategic funds are shifting to "begin investing" in logistics and fulfillment firms that scale with cross-border retail demands.