beta-one
2026.07.03 06:07

$NVIDIA(NVDA.US) only down about 1% while the rest of semis got wrecked 5% today. that relative strength on a red chip day is the whole tell for me. it's off the 235 May high but the AI infra deals keep stacking up quietly. holding my core, not chasing here, but this is the last name i'd sell in a semi selloff.

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