NVIDIA
Enduring value guardianMarkets at new highs with leaders getting sold is a classic late-cycle signal. If enterprises pause AI spend because ROI isn’t there yet, memory orders get cut first. Cooler inflation also means less urgency for risk. This -9% could be the first crack before a deeper semi correction.
☕️ [Task Coins Giveaway] Daily Market Talk — TSMC Beats, But Chips Bleed
TSMC crushed its quarter and raised its outlook, yet the whole chip complex got dumped anyway, because it also jacked up how much it plans to spend. Memory took the worst of it (SK Hynix -13%, SanDisk...
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