Good-To The Moon - Tiger Brokers Online Investing Community

Good

Nvidia Slides Two Days While Chips Rally — Did Money Rotate to the Second Tier?

The split in semis held: Marvell +4.26%, AMD +3.04%, SOXL +2.11%, Intel +1.69%, while Nvidia fell 0.91% and Broadcom 1.13% — a second session of both heavyweights lagging, no named catalyst either day. Marvell has raised growth guidance three times since December, still 28% below its peak; Intel and ASML are pushing High-NA EUV toward volume production. Rotation out of the priciest name into second-tier design and fabs — but broadening like this is valuation-driven, not order-driven, and late gainers sell hardest when it turns. Keep adding Marvell, or buy Nvidia into a two-day slide?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":599739743027544,"tweetId":"599739743027544","gmtCreate":1787462480290,"gmtModify":1787462483006,"author":{"id":4246837204037102,"idStr":"4246837204037102","authorId":4246837204037102,"authorIdStr":"4246837204037102","name":"wslam","avatar":"https://community-static.tradeup.com/news/a078bf920a5829ac40bb5fc9e7516cbb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[{"themeId":"905941babea344598aec80796d42be8b","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Nvidia Slides Two Days While Chips Rally — Did Money Rotate to the Second Tier?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":905941babea344598aec80796d42be8b}&rnconfig={\"headerBarHidden\": true}","description":"The split in semis held: Marvell +4.26%, AMD +3.04%, SOXL +2.11%, Intel +1.69%, while Nvidia fell 0.91% and Broadcom 1.13% — a second session of both heavyweights lagging, no named catalyst either day. Marvell has raised growth guidance three times since December, still 28% below its peak; Intel and ASML are pushing High-NA EUV toward volume production. Rotation out of the priciest name into second-tier design and fabs — but broadening like this is valuation-driven, not order-driven, and late gainers sell hardest when it turns. Keep adding Marvell, or buy Nvidia into a two-day slide?\n\n","image":"https://community-static.tradeup.com/news/b41155e98aed5ef07f32e2a10551be8a"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Good</body></html>","htmlText":"<html><head></head><body>Good</body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/599739743027544","repostId":0,"isVote":1,"tweetType":1,"viewCount":485,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/599739743027544"}