Elton Fong Soon Wai
07-04

NVIDIA’s dominance, consider holding or buying on dips, but monitor tariff developments and upcoming earnings (August 27, 2025) for potential volatility. Diversify to manage risk, as the stock’s high valuation assumes continued strong demand. 

AMD and SMCI Miss! Possible Chip 100% Tariff? Are They Oversold?
AMD reports weaker-than-expected earnings even as revenue tops estimates. Eps: 48 cents adjusted versus 49 cents expected Revenue: $7.69 billion versus $7.42 billion expected Super Micro shares plunge 15% on weak results, disappointing guidance ----------- Is SMCI a buy after 16% plunge? Revenue beats but profit misses, How long will AMD decline? Trump has announced plans to impose approximately 100% tariffs on imported chips. Could such a move actually benefit U.S.-based chipmakers?
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