$NVIDIA (NVDA.US)$ $Taiwan Semiconductor (TSM.US)$
It seems there were design issues at Blackwell, but TSMC helped with the recovery and there are no longer any problems👍
It's a wonderful relationship, isn't it?

$NVIDIA (NVDA.US)$
I don't think it's cheating, but the financial results of Dutch semiconductor companies and nvidia, as well as their future prospects, are different. Don't lump everything together. Tomorrow, advanTest, tokyo electron ltd. unsponsored adr, disco, and renesas electronics are likely to see a significant decrease in stock prices.

$Tokyo Electron (8035.JP)$
It's kind of going up, but it's not that great.
Since the company's performance is good, I will keep without selling.

TSMC plans to construct two new semiconductor factories in Taiwan compatible with the 2nm process | XenoSpectrum
October 10, 2024 (excerpt)
TSMC, the world's largest semiconductor foundry company, has revealed plans to build two new semiconductor manufacturing plants in the southern city of Kaohsiung, Taiwan. This plan significantly expands the company's production capacity in Kaohsiung and is expected to further enhance Taiwan's competitiveness in the semiconductor industry.
The two factories to be built are known as "P4" and "P5", and are already in the planning stage. These factories are scheduled to be constructed in the Nanzih Technology Industrial Park in Kaohsiung, increasing the company's manufacturing facilities in the region to a total of five. According to the mayor of Kaohsiung, the environmental assessment is expected to commence soon.

Influenced by the US-August Consumer Price Index (CPI), which exceeded expectations, observations of drastic interest rate cuts receded, and the US stock market temporarily fell due to Wednesday's forward trading. However, NVIDIA CEO Jensen Huang's statement that strong demand for AI chips will lead to strained relationships with customers saved the sluggish market on his own and powerfully led a V-shaped reversal of the three major indices. Concerns about a decline in semiconductor demand were mitigated, and the company's stock soared by nearly 8%, $PHLX Semiconductor Index (.SOX.US)$It also rose sharply by nearly 5%.
Which AI stocks are more stable than NVIDIA?
As the market's trust in AI is recovering, some investors are paying attention to AI-related stocks that are doing well even in the midst of the storm. While the market fluctuated, the decline from high prices over the past month was modest, showing stability, and achieved a stronger rise than NVIDIA.
last week $S&P 500 Index (.SPX.US)$Recruiting for has just been announced $Palantir (PLTR.US)$, the beginning of the year...

Are there any empty advertisements on the roadside or vacant shops?
Maybe it's not the right time to buy stocks, right?
$Nikkei 225 (.N225.JP)$

$GeoVax Labs (GOVX.US)$
The stock price halved in a short period of time (lol).