@PagRobinson:$NVIDIA Corp(NVDA)$ oops, I hope nobody is short NVDA. This is going to be their biggest loss in 10 yrs.NVDA new AI processor X25-30 faster, and uses X25 less energy! It is expected to ship later this year. Jensen Huang said he is chasing a data center market potentially greater than $250 billion.Huang estimated that companies operating data centers will spend more than $250 billion a year to upgrade them with accelerated Nvidia processor, a market growing by as much as 25% a year.NVDA is shifting from selling single chips to selling total systems, winning a larger chunk of spending within data centers."Nvidia doesn't build chips, it builds data centers," Huang said.Nvidia also detailed a new set of software tools to help

@Omega88:Have we reached the bottom for AI-related semiconductor stocks? Using TSMC monthly revenue as a reference, we can see most of the monthly revenue are down yoy. Furthermore, the profit margin based on net income/gross income is also on a downtrend (from Q2 2022: 46.5%, Q1 2023: 40.0%, Q2 2023: 37.8%). Remember to look out for Q3 results on 19 Oct 2023!  The escalating tensions between US and China is likely to affect the semiconductor industries and export bans may lead to further downside for most semiconductor companies. When everyone seem to be in a strong buying mood! Remember to be fearful when others are greedy and be greedy when others are fearful!! The AI bubble is slowly forming and I believe most semiconductor stocks are not at a fair value.  No doubt the stock will con