$NVIDIA (NVDA.US)$ 😥

$NVIDIA (NVDA.US)$ yesterday, the bears take some control! Now with good news from Broadcom, how will it be tonight..Who will prevail?? 🐂 or 🐻????

$NVIDIA (NVDA.US)$ Did Mr. Huang not sell any stocks today?

While $Amazon (AMZN.US)$ $Microsoft (MSFT.US)$ may overbuild in the short term if AI demand weakens, they are not renting GPUs at a loss. They've been very clear that capex is fungible for other purposes if demand disappoints vs. forecasts, perhaps w/ some time lag (would be more concerned abt others like $Oracle (ORCL.US)$ / Coreweave recovering ROI in a downside case).
The debate regarding AI capex ROIC s...

from twitter
2008 Sep: the bankruptcy of Lehman Brothers
2020 March:COVID 19
2024 August: ?????
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$NVIDIA (NVDA.US)$ we no longer have feeling on the dip..

$Intel (INTC.US)$ Catching up
$NVIDIA (NVDA.US)$
$Taiwan Semiconductor (TSM.US)$
$Advanced Micro Devices (AMD.US)$

$NVIDIA (NVDA.US)$ ahh repeating yesterday's story?