---
title: "$NVIDIA(NVDA.US) has dropped again!It seems that after the earnings report, various gossip have star"
description: "$NVIDIA(NVDA.US) has dropped again!It seems that after the earnings report, various gossip have started to emerge:a. Orders for Cowos sent to TSMC have been cut—some research indicates that the orders"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/27777920.md"
published_at: "2025-03-04T03:09:18.000Z"
author: "[Dolphin Research](https://longbridge.com/en/news/dolphin.md)"
---

# $NVIDIA(NVDA.US) has dropped again!It seems that after the earnings report, various gossip have star

$NVIDIA(NVDA.US) has dropped again!

It seems that after the earnings report, various gossip have started to emerge:

a. Orders for Cowos sent to TSMC have been cut—some research indicates that the orders were initially placed with inflated numbers, and once the yield improves, the actual demand will be closer to the real figures; others say that the rapid switch of B-series products led to misunderstandings about order cuts between Cowos, S, and L.

b. NVIDIA chips are under regulatory scrutiny: Singapore is investigating who the final users of NVIDIA chips shipped from Singapore to Malaysia are.

However, these news items have been circulating for the past couple of days, and the sudden drop, in Dolphin Research's view, is still due to the gross margin guidance in last quarter's earnings report falling short of expectations, leading the market to believe there is a "gross margin bottom period" of about six months.

There may also be a possibility of NVIDIA becoming a bargaining chip in the MY war, with H20 being banned?

But even with such a significant drop, no one questions NVIDIA's long-term logic; more considerations are:

a. Buy now?

b. Buy again mid-year?

c. Wait until Trump's policies become clearer before buying?

I wonder what the community ideas?

### Related Stocks

- [TSM.US - Taiwan Semiconductor](https://longbridge.com/en/quote/TSM.US.md)
- [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md)

---

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