---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000867628.md"
description: "Nvidia’s extended decline and weakness in semiconductor and memory stocks show that investors are becoming more selective on AI exposure.With Nvidia earnings, Jackson Hole, inflation, Fed guidance, tariffs and geopolitical risks ahead, elevated valuations and uncertainty favour quality companies with strong fundamentals, cash flow and earnings visibility.Buying opportunities on pullbacks rather than chasing rallies."
datetime: "2026-08-25T04:48:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000867628.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000867628.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000867628.md)
author: "[Victor y](https://longbridge.com/en/profiles/22453176.md)"
generator: "portal-rs"
---

# Nvidia’s extended decline and weakness in semicond…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Comments (1)

- **Kellyk310 · 2026-08-25T05:59:25.000Z**: curious which names clear that bar for you, everyone means something different by quality.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**