Nvidia drop again
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$NVIDIA(NVDA.US)
Why Nvidia is continuing to take a further hit today...- The Information reported that a network linked to Alice Huang allegedly facilitated at least $7.5 billion in Nvidia chip shipments to Chinese companies, involving roughly 240,000 AI chips, including models restricted from sale in China. This would basically mean Nvidia has sold to China when they weren't supposed to. - Bloomberg reported that Nvidia's inventory figures provided to U.S. authorities undercounted approximately 50,000 AI chips worth billions of dollars sold to Megaspeed through hardware partners. Nvidia later claimed the hardware was located at additional warehouses but did not provide a detailed accounting. Basically, if those 50K chips aren't accounted for...could they have gone to China?Both those headlines broke over the past 24 hours as Nvidia is now at a $4.02T marketcap, losing over $1T in value over the past month.Source: amit
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$NVIDIA(NVDA.US) has now erased more than $1.7 TRILLION in market value in just 5 weeks
The stock is down 6.4% today to about $167, its lowest level since late MarchThat's 30% below its record close of $239.24 on Oct 6, when $NVIDIA(NVDA.US) was worth about $5.78 trillionAt roughly $4.03 trillion, it's now neck and neck with $Microsoft(MSFT.US) for the #2 spot, while $Apple(AAPL.US) sits on top at about $5.06 trillionThe slide deepened this week after Jensen Huang admitted an affair with a former Megaspeed executive reportedly suspected of spying for Beijing, the board opened an independent probe, and a shareholder lawsuit followedToday's hot CPI and a 10-year yield back above 5% aren't helpingThe business hasn't broken, with earnings due Nov 17, but the market is now pricing key-person risk on the most important company in AISource: StockMarket.News
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Rate Of ReturnYes lets go
$Sea(SE.US)
Sea Limited earnings does not meet market expectations for Q3 2026. But what is more worrying is its CEO Forrest Li intention to offer cloud services, he might have taken Amazon and Alibaba which started as an ecommerce platform and then expanded to Cloud services as inspiration. Being a new entrant into a now crowded cloud service providers will bleed more cash from the company for the initial setup and profiting from it will need another masterful execution.$NVIDIA(NVDA.US)$Intel(INTC.US)$Netflix(NFLX.US)
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Watch these 4 politicians NVIDIA holders 👀
4 politicians bought $NVIDIA(NVDA.US) this year and haven’t sold:• Maria Elvira Salazar (R)• John McGuire (R)• Alan Armstrong (R)• John Boozman (R)John McGuire stands out the mostHe sits on the House Armed Services Subcommittee which gives him oversight into military AI and chip policy And he also bought $NVIDIA(NVDA.US) three times this year and hasn’t sold


