The day Huang resigned, I was watching the neighbor instead.
Nvidia closed down 4.3%, AMD rose 5.9%, and Broadcom climbed 5.5% to 364. Nvidia was down more than 10% at one point during the day, but recovered more than half its losses by the close. Money didn’t leave AI—it just came in through another door.
My take: the market is worried about personnel risk at Nvidia specifically, not the AI sector as a whole. But Nvidia’s earnings call on November 17 will be led by an interim CEO—that’s the real test. I’m not quite brave enough to chase Broadcom at these levels.
Do you think this rotation can hold up until earnings?
$AVGO $AMD
#美股 #AI #Semiconductors
Just my personal opinion, not a recommendation
Nvidia closed down 4.3%, AMD rose 5.9%, and Broadcom climbed 5.5% to 364. Nvidia was down more than 10% at one point during the day, but recovered more than half its losses by the close. Money didn’t leave AI—it just came in through another door.
My take: the market is worried about personnel risk at Nvidia specifically, not the AI sector as a whole. But Nvidia’s earnings call on November 17 will be led by an interim CEO—that’s the real test. I’m not quite brave enough to chase Broadcom at these levels.
Do you think this rotation can hold up until earnings?
$AVGO $AMD
#美股 #AI #Semiconductors
Just my personal opinion, not a recommendation
