#AIAndSemiconductorStocksLoseOver$1TThisWeek đš AI STOCKS UNDER PRESSURE: NVIDIA HOLDS UP BETTER THAN SMCI
đ The AI boom is hitting a patch. Rising inflation worries over interest rates and growing concerns about the cost of building AI data centers are weighing on semiconductor stocks.
đ From October 9 to October 16 the data shows:
đč $NVDA : Dropped 6.73% to $213.85
đ» $SMCI : Plunged 24.51% to $31.60
That difference is important. NVIDIAâs business is built on demand and solid pricing power which gives it more stability. Super Micro on the hand faces tighter margins and extra risks, including export control issues that could affect its operations.
â ïž The message: Investors arenât just doubting AI demand anymore. Theyâre now asking if future profits will be enough to support the investments needed to keep building AI infrastructure.
What happens next?
đą đ If Treasury yields cool down and buyers return to the market tech stocks that have been beaten down could bounce back.
đŽ If inflation stays high and borrowing costs keep climbing valuations may come under pressure.
đ levels to watch: NVIDIAâs support zone is between $209 and $215. For SMCI the critical area is $32. A bounce at that level doesnât mean a reversal. It just means the stock is testing support.
đŹ Which would you trust more in this pullback? NVIDIAâs business model or SMCIâs higher-risk path, to recovery?
#NVIDIA #Khan62 #AI #Investing
$NVDA · $SMCI · $MUB
đ The AI boom is hitting a patch. Rising inflation worries over interest rates and growing concerns about the cost of building AI data centers are weighing on semiconductor stocks.
đ From October 9 to October 16 the data shows:
đč $NVDA : Dropped 6.73% to $213.85
đ» $SMCI : Plunged 24.51% to $31.60
That difference is important. NVIDIAâs business is built on demand and solid pricing power which gives it more stability. Super Micro on the hand faces tighter margins and extra risks, including export control issues that could affect its operations.
â ïž The message: Investors arenât just doubting AI demand anymore. Theyâre now asking if future profits will be enough to support the investments needed to keep building AI infrastructure.
What happens next?
đą đ If Treasury yields cool down and buyers return to the market tech stocks that have been beaten down could bounce back.
đŽ If inflation stays high and borrowing costs keep climbing valuations may come under pressure.
đ levels to watch: NVIDIAâs support zone is between $209 and $215. For SMCI the critical area is $32. A bounce at that level doesnât mean a reversal. It just means the stock is testing support.
đŹ Which would you trust more in this pullback? NVIDIAâs business model or SMCIâs higher-risk path, to recovery?
#NVIDIA #Khan62 #AI #Investing
$NVDA · $SMCI · $MUB