$INARI (0166.MY)$ top up and wait long long

$Taiwan Semiconductor (TSM.US)$ everyday getting worse and worse

On Monday, Morgan Stanley released a report indicating that its AI Supply Chain Investigation showed a reduction in CoWoS orders, resulting in $NVIDIA (NVDA.US)$ plunging 9% at the close, retracing to the lows previously set by Deepseek. Here are some pivotal details:
$NVIDIA (NVDA.US)$ 's wafer orders at $Taiwan Semiconductor (TSM.US)$ remain unchanged, with no reductions observed in the 4nm wafer orders.
According to the AI Su...

$NVIDIA (NVDA.US)$ keep accumulating

$NVIDIA (NVDA.US)$ If you don't enter today, you will regret it tomorrow.

$NVIDIA (NVDA.US)$ This will reach 110-115 tomorrow, the performance is too poor 👎, and it hasn't even exceeded 20% of expectations.