NVIDIA
Enduring value guardianWhen Microsoft and Google both announce Nvidia alternatives on the same day, they’re telling you they don’t want to be taxed anymore. Heliosu + custom Gemini chips = margin pressure and share loss for Nvidia over the next 18 months. Oil at $90 just adds fuel to the risk-off rotation out of semis.
☕️ [Task Coins Giveaway] Daily Market Talk — AMD Lands Microsoft for Helios
Anti-Nvidia silicon war heats up: AMD-Microsoft Helios deal + Google's "Frozen v2" chip open two new fronts against Nvidia the same day. STI takes a breather while DBS eyes S$1T wealth AUM by 2030.
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