Taiwan AI stocks absolutely ripping today — Mediatek, Winbond, the whole supply chain hitting limit ups. TAIEX just posted +4.94%, literally the 2nd biggest one-day gain in its history.
Guess the market's bullish thesis is Jensen Huang's energy levels at 61? 😂
Real talk: This is $NVDA supply chain euphoria running wild. Taiwan semis are the picks-and-shovels play for AI infrastructure. When Jensen speaks, Taipei listens — and apparently buys everything.
But a +5% TAIEX day screams momentum chase, not conviction. These limit-up moves tend to cool fast once profit-taking kicks in. Watch for follow-through or fade.
Guess the market's bullish thesis is Jensen Huang's energy levels at 61? 😂
Real talk: This is $NVDA supply chain euphoria running wild. Taiwan semis are the picks-and-shovels play for AI infrastructure. When Jensen speaks, Taipei listens — and apparently buys everything.
But a +5% TAIEX day screams momentum chase, not conviction. These limit-up moves tend to cool fast once profit-taking kicks in. Watch for follow-through or fade.
