Cavfinfever
07-14

Nice work looking forward to this ride

Nvidia Five-Day Win Streak as AMD Drops 7% — Is Chips Picking Sides?
Nvidia +3.43% Wednesday, touching $222 intraday — its best level since June 3 — with market cap near $5.8 trillion and a fifth straight advance. AMD fell 7.04% on earnings the same session and pulled the Philadelphia Semiconductor Index down with it. That gap reads as rotation rather than cooling: money isn't leaving AI, it's concentrating into the names with the clearest moat and the most visible earnings. SpaceX picking Nvidia is one more demand data point. Certainty, or leverage?
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