Nvidia’s selloff feels driven -To The Moon - Tiger Brokers Online Investing Community - To The Moon

Nvidia’s selloff feels driven more by fear than fundamentals. Broadcom’s stumble and geopolitical tensions gave investors an excuse to take profits, but the underlying AI demand story remains intact. Unless there’s evidence that hyperscaler spending is slowing or AI infrastructure demand is rolling over, this looks like a healthy correction in a crowded trade rather than the end of the AI bull market. The risk isn’t collapsing demand—it’s whether expectations had simply gotten too far ahead of reality.

Semis Erase V-Bounce in One Day: Is Bull Run Over?

Monday's V-shaped rebound lasted just 24 hours as semiconductors sold off broadly on Tuesday: SOXL dropped 4.62%, newly S&P 500-added Marvell led declines at -7.61%, SK Hynix's 2x leveraged ETF plunged 10.42%, and AMD fell 3.02%. Notably, bellwether NVIDIA bucked the trend, closing nearly flat at -0.22% — a stark reversal from its prior session underperformance. With valuation concerns unresolved, is this a healthy pullback or a one-day dead-cat bounce? Would you add on weakness or reduce exposure and wait?

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