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.
The market started mixed and flat, and ended low. Nvidia's earnings were not enough to turn around a tech crunch that kept squeezing high-priced Magnificent Seven stocks. President Trump said Thursday morning that 25% tariffs on Canada and Mexico, and 10% more tariffs on China were coming next week. Just past 4 pm ET the$S&P 500 Index (.SPX.US)$fell 1.59%, the$Dow Jones Industrial Average (.DJI.US)$fell 0.45%, and the$Nasdaq Composite Index (.IXIC.US)$fell 2.78...
Happy Thursday investors, unless you are a Nvidia fan. It's February 27th, and the market is trying to reach higher even with its semiconductor darling falling after its report, how could that be possible? Check in to the live stock news to find out! $Warner Bros Discovery (WBD.US)$climbed 8%, the highest on the S&P after the firm posted earnings that impressed investors: boasting studio revenue growth of 16%, and forecasting 150 m...
10baggerbamm
tangobravoromeo
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the stock's done nothing since last July. if you look at the earnings growth in the profitability since last July if it was any other company the stock would be through the roof but because it's Nvidia everybody thinks they've peaked. the same bobbleheads on TV today after yesterday's quarter after yesterday's guidance the same people are starting the same nonsense that they did the past two quarters. hyperscalers capex has peaked they're not going to be spending anymore the margins for NVIDIA are coming down that shows that they have to compete on price there's competition coming nipping at their heels and the best days are behind them Trump's going to impose restrictions on Nvidia and how much will that affect their profits. obviously Trump was Biden from July to December. so the same nonsense wash rinse repeat is already starting the past two quarters the run up was the peak and then it sold down for whatever the reason geopolitical economic bad print CPI PPI pick a reason 10 year treasury going up makes no difference. if we have a bad print tomorrow with the economic numbers the market's going to sell off Nvidia is going to drop when it retest 113 114 lows is when smart money will buy it and they'll sell it when it rallies to 125 and then at the end of this quarter it'll rally again to whatever it is.. and we're probably going to have the same exact response
Looks like going to fall to August 2024 lows.
I think it will break below 50.25 sooner or later. Not on my watch list yet.
Disclaimer
Just past 4 pm ET the $S&P 500 Index (.SPX.US)$ fell 1.59%, the $Dow Jones Industrial Average (.DJI.US)$ fell 0.45%, and the $Nasdaq Composite Index (.IXIC.US)$ fell 2.78...
Check in to the live stock news to find out!
$Warner Bros Discovery (WBD.US)$ climbed 8%, the highest on the S&P after the firm posted earnings that impressed investors: boasting studio revenue growth of 16%, and forecasting 150 m...
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