$Taiwan Semiconductor(TSM.US) Google is holding up well. The market is clearly doubting NVDA's uniqueness. Half of the top models (Gemini, Claude) can run on TPUs. So the scarcity of NVDA might be loosening. If we're optimistic and TPU=GPU, then how much should Google's other assets be worth?
Coming back to it, NVDA's pullback and AMD's additional pressure were expected. What's unexpected is why TSM is pulling back. Total demand keeps expanding, and diversified downstream customers are most beneficial to you. You shouldn't follow the drop. (Adjust some positions) Add more! Add more!
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