Disclaimer: Nothing I say or p

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.

https://www.nytimes.com/2026/11/08/technology/nvidia-investigation-jensen-huang-china.html?smid=nytcore-android-share

Well well well. Its as if there is not enough trouble looming for the tech sector. Jensen Huang, CEO of $NVIDIA(NVDA)$ , decided to send an official email to all his employees admitting he committed infidelity to his wife, and the lady is rumored to be a Chinese spy. Yes the storm has just gotten a whole lot more bigger and scarier.[Duh]

@PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]

Foundry Leadership Meets Policy Risk — Is TSMC Defensive?

TSMC fell 10.75% Thursday as AI policy and data-center concerns spread to leading-edge foundries. Demand depends on Nvidia, AMD, and cloud companies’ in-house chips, but slower capex, campus approvals, or power constraints could reduce wafer forecasts. Bulls cite TSMC’s technology lead and capacity reservations; bears point to customer concentration, expansion costs, and policy risk. What best shows TSMC’s resilience: leading-edge utilization, booked capacity, or capex?

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