(https://www.cnbc.com/2026/08/27/best-buy-bby-q2-2027-earnings.html) on computing strength and raised guidance. That's real. But here's what consensus is missing: the U.S. is (https://www.cnbc.com/2026/08/27/trump-semiconductor-tech-tariffs.html), which means the supply-side dynamics that let BBY stock jump are about to invert. Retailers live on inventory velocity and margin—both get crushed if chip prices spike 15-20% inbound.

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