Sorry Ultratech but I have to say it seems nvda and tsmc are encountering more problems as tensions rise and the blame game begins.

White lies : Old Huang said last time he had a spare tire, if there is no taiwan semiconductor, nvidia is just a mess

Prince Nvidia OP : so we're rushing to send chips to billion dollar companies that won't work under high capacity! sounds like nvda is trying to scam America at this point .... I'm eager to see how this news affect tsmc earnings

Space Dust : Nvidia to 96 or 93?

White lies Prince Nvidia OP : 台积电只要控制出货量给英伟达， 英伟达就翘辫子了。

Space Dust : design flaws.... cue the Gelsinger level slander!

LittleSoldier : To begin, I read the article and it is all based on what they say insiders say, Ok hmm the article never mentions the insiders name or names? Who is the author of the article. So is the article factual or fiction. Maybe the insiders are Shorters and they want the stock to tank for profit so they created fake news to generate cash? Seems plausible? Maybe there are really no insiders at all and the author of the article, wants the stock to tank cause he or she is a shorter and wants to generate cash? Maybe it’s both? Or a third maybe it’s a competitor in the chip industry who would gain from stock tanking?
Personally I think it’s Bullshit News , like most of the news is! That’s just my opinion and in the days ahead will see what happens! If it is fake news the author is face a lawsuit of Deformation, because their will be people that react to fake news, yes there is a lot of simple minded idiots that believe everything they read

Prince Nvidia OP : i believe wholeheartedly everything you said which is why me a die hard bull ... decided to go against my instinct and I went bearish on nvda for the first time ever and sure enough right out of the gate I gained over 5k in profits when is tanked to 128...


I still remain bullish overall but right now I'm going into hibernation wake me up after 2am tsmc earnings calls

Prince Nvidia OP : and remember the same thing happened earlier in the week Bloomberg cited unnamed information and the entire market reacted