ISAM
08-20
Semis have started their journey downhill and I expect 15-20% decline before next rally.
Nvidia After-Hours CEO-Change Report: Can the Rally Hold?
Nvidia rose 2.92% Wednesday; only after the close did reports say its board was discussing Jensen Huang’s future. No decision has been announced—discussion isn’t removal—and the after-hours news doesn’t explain the session gain. The last after-hours trade was about $158.78, 8.61% below the close. Bulls cite AI orders and Nvidia’s ecosystem; bears warn of leadership disruption and rich valuation. The shareholder suit remains an unadjudicated plaintiff allegation. What must a formal board statement and order data show to validate the rally?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • AdelaideFox
    08-20
    AdelaideFox
    A 15-20% flush would just reset the trade, not kill the cycle. AI demand still feels too sticky here
Leave a comment
1