#ChipStocksExtendLossesAfterNvidiaCEOChange
🔀 From -13% to -4%: Chip Stocks Split After Huang Quits
Chips sold off on Huang's exit, then split into Nvidia's losers and rivals' winners.
📉 NVDA fell 13% at the open, last about -4%
📊 Chip index: -1.8% early, +0.2% after the reversal
📈 AMD +7%, Broadcom +5.4% on bets they win share
⚠️ Alibaba -7.1% in US trade on AI chip access fears
My read: a rotation inside chips, not an exit; the 10Y above 5% is the bigger risk for $BTC .
NVDA by Friday: weekly loss above or below 10%? 👇
$BTC $ETH
#Nvidia #Semiconductors #ChipStocksExtendLossesAfterNvidiaCEOChange
🔀 From -13% to -4%: Chip Stocks Split After Huang Quits
Chips sold off on Huang's exit, then split into Nvidia's losers and rivals' winners.
📉 NVDA fell 13% at the open, last about -4%
📊 Chip index: -1.8% early, +0.2% after the reversal
📈 AMD +7%, Broadcom +5.4% on bets they win share
⚠️ Alibaba -7.1% in US trade on AI chip access fears
My read: a rotation inside chips, not an exit; the 10Y above 5% is the bigger risk for $BTC .
NVDA by Friday: weekly loss above or below 10%? 👇
$BTC $ETH
#Nvidia #Semiconductors #ChipStocksExtendLossesAfterNvidiaCEOChange
