$NVIDIA Corp(NVDA)$ It definitely wasn't- and isn't- priced in. Investors expect Nvidia to have a heavy demand/supply overbalance for years into the future. That's much less likely with China demand consistently disrupted like this. Aside from the US, China is the gorilla in the room for AI/Quantum/ML so people saying they'll overfill orders . I think what we've been seeing this year has been a rush to buy before the door fully closes and more complex workarounds come into play for mainland china. Forward growth seems highly uncertain the next 1-2 years at least.
Will Semi earnings drive stocks higher?
Semiconductor stocks like ASML, TSM will release earnings in the two weeks. Recently, semiconductor stocks show strength amidst weak performance of broader market.
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How do you expect earnings of Semiconductor stocks?
Will earnings boost the semicondutor's performance?
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