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NVDA - NVIDIA Corp (NASDAQ)

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All semiconductor stocks are being sold off heavily after some numbskull released the ASML earnings and CEO comments online a day earlier than scheduled. The notes were hurriedly removed but the internet remembers everything. The market has read the CEO comments of a disappointing outlook with reduced revenue from their equipment used in making analog chips. Apparently customers are delaying their orders for this equipment (uncertainty over tariffs?). ASML, and all the SCs have been sold mercilessly. This includes NVDA however reports state that the demand for NVDA AI chips is huge with orders expected to take 12 months to fill. Orders for the ASML equip that makes these AI chips won't be delayed. I'm buying this dip (adding to existing position) on NVDA.

Expect SEMI to open a lot lower tomorrow (damn).
 
Note: Nvidia AI chips are made by TSM. Interesting ramifications if/when China occupies Taiwan.

Nvidia's main customers are MSFT, AMZN, GOOG and META. If they reduce investment in AI data centres this would reduce NVDA's business.
 
Today's latest TSM earnings report exceeds expectation. TSM +8% pre-market (NVDA +2% pre-market).

All is going well in the AI chip sector.
 
For the night owls among us. NVDA has just reached all time high last night and the uptrend is now intact.

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