https://www.barrons.com/articles/nvidia-stock-price-tsmc-7fdcc042
“The next biggest potential threat on the table has arguably been President Donald Trump’s proposal to put tariffs on semiconductor imports from Taiwan. That would be a headache for Nvidia, which relies on Taiwan Semiconductor Manufacturing, or TSMC
2330
0.00%
, to make its most advanced chips.”
$NVDA daily and weekly charts
Nvidia is getting much attention as earnings are due Feb 26. Inspite of Deepseek Nvidia customers continue to spend big on AI. Investors have been worried about slowing growth or missed earnings. Share price peaked at 153 and fell to 116. Price is recovering as investors gain confidence.
Shorts and hedge funds are skilled at spreading worrisome rumors to move markets. Many still hope for good numbers.
You are taking a large loss from $140 market. Better to sell some and take profits before earnings report next week.
Maybe sell some now and then do a $110 limit order if you think it will fill after the earnings report next week.
Jensen is pumping before earnings:
“I think the market responded to R1, as in, ‘Oh my gosh. AI is finished,’” Huang told Bouzari. “You know, it dropped out of the sky. We don’t need to do any computing anymore. It’s exactly the opposite. It’s [the] complete opposite.”
Huang said that the release of R1 is inherently good for the AI market and will accelerate the adoption of AI as opposed to this release meaning that the market no longer had a use for compute resources — like the ones Nvidia produces.
Usually there is a silent period before a company reports earnings while they collect their numbers. I’m surprised that Nvidia’s lawyers allowed Huang to say anything in public.
