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...
73372627
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Nice analysis. I was courious to see here also your point of view from the massive coordonate shorting attack. It is similar with the end of January. And funny the news come from the same sources with same players behind. I say this because if we look at the imense trigers on SEC 201, I believe this it is not enought and the policies must be adjusted in order to stop those manipulations. The stocks will recuperate on the medium term. I have an idea who are those actors, but nothing confirmated. And been honest, here on Moo I lost just 8 to 9k. Not to panic yet.
Morning Movers Gapping up $Target (TGT.US)$The retailer's stock rose by 0.5% following its announcement that it plans to hire approximately 100,000 seasonal employees for the upcoming critical holiday season, maintaining its hiring level from the past three years. $Intel (INTC.US)$Shares rose 1.73% following a report that Intel could qualify for up to $3.5 billion in grants for manufacturing military chips. $ASE Technology (ASX.US)$The semic...
J Servai (JLAPT) : Thank you
73372627 : Nice analysis. I was courious to see here also your point of view from the massive coordonate shorting attack. It is similar with the end of January. And funny the news come from the same sources with same players behind.
I say this because if we look at the imense trigers on SEC 201, I believe this it is not enought and the policies must be adjusted in order to stop those manipulations. The stocks will recuperate on the medium term.
I have an idea who are those actors, but nothing confirmated. And been honest, here on Moo I lost just 8 to 9k. Not to panic yet.
mrpenny : good read. thank you
Still Water : cheap
PeterMaretiree : great idea
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