It has its own thermal mass, i

It has its own thermal mass, it takes a lot to move it in volitile times. This and the PE make it a safe haven.

Nvidia Nearly Flat on Memory Sector Rout; Has It Lost the Top Market Cap Spot?

Nvidia edged up 0.25% Tuesday, posting notable relative strength as memory and chip stocks broadly sold off. Its HBM supplier SK Hynix delivered above-consensus profits but missed revenue targets, leaving the compute supply-demand outlook open to dual interpretation; meanwhile Apple surpassed Nvidia in market capitalization as capital rotated from high-beta AI hardware into defensive assets. As the sector sells off while the leader holds firm, is this divergence a sign of institutional conviction or a calm before a catch-up decline?

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