Find out more here:Nvidia Reclaims AI Narrative — But at What Cost to Gross Margins?
Nvidia's record quarter: revenue $96.221bn, +106% year-over-...
Nvidia Reclaims AI Narrative — But at What Cost to Gross Margins?
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?
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