Nvidia Faces Slower Growth Amid Rising Competition from xAI, DeepSeek, and China Nvidia's data center revenue for Q4 reached $35.58 billion, marking a 93.3% year-over-year increase. However, this represents a slowdown from the 154.6% growth seen in Q2, reflecting growing concerns over market saturation and increased competition. Companies like xAI and DeepSeek are challenging Nvidia's dominance with lower-cost AI har...
Happy trader 667
:
Before the NVIDIA Earnings Reports, everything was waiting for the Earnings Reports; after the Earnings Reports, all the previous risks were forgotten, and the market is overly inefficient, relying entirely on expectations.
China’s semiconductors and components, including legacy chips and critical parts produced by a wide range of suppliers, are integral to U.S. industries, often flowing through Chinese brands or third-party manufacturers. If China extended sanctions to ban exports of these chips and components—directly to the U.S. or via global supply chains—the U.S. would face catastrophic d...
Jacob_maylordprotect
:
and then? why is Xi not banning or sanctioning all your mentioned critical exports to US now? Because everyone knows its a double edged sword, China itself will get impacted too, that is on top of what the leeks in China are experiencing now. (Unemployment,Deflation, Low wages,FDI decline)
hechunqing69
:
After decoupling from the Chinese economy, the USA will usher in unprecedented prosperity. Currently, both bulls and bears are using all the rendered chaos to drive down stock prices, then seizing the opportunity to accumulate shares.
The market sank Wednesday, quaking in its boots before the top semiconductor dog reported earnings after the market closed. High estimates did not help Nvidia pull the Mag 7 out of correction zone, even after showing $11B of Blackwell chip sales in Q4. The Nasdaq and Dow both closed below their 100-day moving averages Wednesday. Just past 4 pm ET the$S&P 500 Index (.SPX.US)$traded up just 0.01%, the$Dow Jones Industrial Average (.DJI.US)$...
$Tesla (TSLA.US)$Seems like$S&P 500 Index (.SPX.US)$might dump more tomorrow. the puts buyers from the past few days were all scared away today. psychologically trading.
1
1
Report
152472350
:
as well as heavy market manipulation to induce fear
Tomorrow and Monday are vey very critical day for the all market…
this will determine the 2025 outlook….
Since Trump took office, the market has been super volatile and reactive - mainly reacting to Trump’s tariff policies. This makes it very tough for traders to trade. So traders, do have tight stop losses in place.
Meanwhile, market is not reacting too aggressively to Nvdia earnings. Let’s see if the market will be more stable on Thurs when it opens.
$SPDR S&P 500 ETF (SPY.US)$ $S&P 500 Index (.SPX.US)$ $Invesco QQQ Trust (QQQ.US)$ $Amazon (AMZN.US)$ $Apple (AAPL.US)$ $GameStop (GME.US)$ $NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$ $Super Micro Computer (SMCI.US)$ $iShares Bitcoin Trust (IBIT.US)$ $MARA Holdings (MARA.US)$ $Arm Holdings (ARM.US)$ $Morgan Stanley (MS.US)$ $Johnson & Johnson (JNJ.US)$ $Disney (DIS.US)$ $CBOE Volatility S&P 500 Index (.VIX.US)$ $Logitech International (LOGI.US)$ $GlobalFoundries (GFS.US)$
US SEC tells staff to return to office in move union calls illegal
https://www.reuters.com/world/us/us-sec-tells-unionized-employees-return-office-mid-april-memo-shows-2025-02-26/
$FTSE Singapore Straits Time Index (.STI.SG)$ $Dow Jones Industrial Average (.DJI.US)$ $Nasdaq Composite Index (.IXIC.US)$ $S&P 500 Index (.SPX.US)$
$E-mini S&P 500 Futures(MAR5) (ESmain.US)$ YTD + 1%
China and HK index will the best performing index this year. At least +30% YTD
Nvidia's data center revenue for Q4 reached $35.58 billion, marking a 93.3% year-over-year increase. However, this represents a slowdown from the 154.6% growth seen in Q2, reflecting growing concerns over market saturation and increased competition. Companies like xAI and DeepSeek are challenging Nvidia's dominance with lower-cost AI har...
The Nasdaq and Dow both closed below their 100-day moving averages Wednesday.
Just past 4 pm ET the $S&P 500 Index (.SPX.US)$ traded up just 0.01%, the $Dow Jones Industrial Average (.DJI.US)$ ...
The markets are losing thanks to the idiot of the world!!
No comment yet