$NVIDIA Corp(NVDA)$ The tech s-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$NVIDIA Corp(NVDA)$ The tech sell-off last week evokes memories of the FAANG meltdown in 2021. Short-sellers are celebrating a rare victory and advocating for further downward correction.

The start of the Q1 earnings period coincided with tensions in the Middle East and an upward spike in treasury yields. Long investors are cautious, with some shifting to defensive positions. This provides short-sellers an opportunity to influence the market and sway investors.

Financial news portals tend to present one-sided stories, exacerbating market volatility.

While headlines mention escalating tensions between Iran and Israel, the reality is exchanges involve slow-moving drones being shot down. Both parties aim to avoid escalation, conducting exchanges in a controlled manner.

US inflation was reported as sticky, but a closer look reveals broad-based disinflation across the basket.

We're at the onset of a significant industrial revolution. Computing power is rapidly expanding, AI is reshaping job roles, and economic models in developed countries are undergoing profound transformations, leading to generational productivity gains and significant wage growth for lower-income groups.

While the market may be volatile this year, major macro trends can't be overlooked, and history shows that short-sellers rarely win in the mid and long run and surely can’t win in betting against the AI revolution.

Today, I delved into readings to gain insights into the semiconductor industry, focusing on capital planning and future outlook.

ASML, TSMC and NVIDIA

https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2024-04/34ff75e23e53246302ce3a8d90d0423c57c6b120/TSMC%201Q24%20Transcript.pdf

https://s201.q4cdn.com/141608511/files/doc_financials/2024/Q4FY24/Q4FY24-CFO-Commentary.pdf

https://www.asml.com/en/investors/annual-report/2023

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Short-sellers are celebrating a rare victory and advocating for further downward correction.\n<p>The start of the Q1 earnings period coincided with tensions in the Middle East and an upward spike in treasury yields. Long investors are cautious, with some shifting to defensive positions. This provides short-sellers an opportunity to influence the market and sway investors.</p>\n<p>Financial news portals tend to present one-sided stories, exacerbating market volatility.</p>\n<p>While headlines mention escalating tensions between Iran and Israel, the reality is exchanges involve slow-moving drones being shot down. Both parties aim to avoid escalation, conducting exchanges in a controlled manner.</p>\n<p>US inflation was reported as sticky, but a closer look reveals broad-based disinflation across the basket.</p>\n<p>We're at the onset of a significant industrial revolution. 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Short-sellers are celebrating a rare victory and advocating for further downward correction.\n<p>The start of the Q1 earnings period coincided with tensions in the Middle East and an upward spike in treasury yields. Long investors are cautious, with some shifting to defensive positions. This provides short-sellers an opportunity to influence the market and sway investors.</p>\n<p>Financial news portals tend to present one-sided stories, exacerbating market volatility.</p>\n<p>While headlines mention escalating tensions between Iran and Israel, the reality is exchanges involve slow-moving drones being shot down. Both parties aim to avoid escalation, conducting exchanges in a controlled manner.</p>\n<p>US inflation was reported as sticky, but a closer look reveals broad-based disinflation across the basket.</p>\n<p>We're at the onset of a significant industrial revolution. 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Short-sellers are celebrating a rare victory and advocating for further downward correction. The start of the Q1 earnings period coincided with tensions in the Middle East and an upward spike in treasury yields. Long investors are cautious, with some shifting to defensive positions. This provides short-sellers an opportunity to influence the market and sway investors. Financial news portals tend to present one-sided stories, exacerbating market volatility. While headlines mention escalating tensions between Iran and Israel, the reality is exchanges involve slow-moving drones being shot down. Both parties aim to avoid escalation, conducting exchanges in a controlled manner. US inflation was reported as sticky, but a closer look reveals broad-based disinflation across the basket. We're at the onset of a significant industrial revolution. 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