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Nvidia Stock Stutters Ahead of Tariff. Its AI Chips Are Still Reaching China
Is the drop in NVIDIA's stock price due to rumors of order cuts? Ming-Chi Kuo firmly supports: it is a market misreading.
① NVIDIA's stock price dropped due to market concerns about the reduction of its CoWoS orders, falling by as much as 8.69% on Monday; ② Reports indicate that NVIDIA's CoWoS wafer orders at Taiwan Semiconductor have decreased from over 400,000 pieces to 0.38 million pieces, but Analyst Ming-Chi Kuo believes this is a misinterpretation by the market; ③ NVIDIA's CEO Jensen Huang also stated that the decrease in production is a result of transitioning to new production lines.
Taiwan Semiconductor invests billions of dollars to build factories in the USA, strongly supporting Trump's Global Strategy for AI Chip domestic manufacturing.
Taiwan Semiconductor is the largest AI chip manufacturer in the world, and the company plans to invest an additional 100 billion dollars in its factory in the USA to increase its chip production domestically.
AI Services Provider CoreWeave Files for IPO
NationGate Denies Link to Alleged Nvidia Chip Movement
Nvidia Stock Plunged Again Monday. Is This a Great Chance to Buy?
104158893 : hold the PLTR only. Fundamentals are undoubtedly strong
Restoration : This is very historical-looking analysis only
Buy n Die Together❤ :
151453268 witso : Feel a bit like Braveheart, standing there in the face of conflict knowing i have a big sword but no undies on beneath the kilt.




