The semiconductor sector just had its worst day since 2020.
Roughly $1.3 trillion in market value was erased from chip stocks in a single session.
If you bought semis today, you’re my kind of people.
While others were panicking, I was buying $NBIS
@FunOfInvesting It isn't. Nvidia's Vera Rubin Using Less System Memory. The SemiAnalysis article that shook the market is specifically about Nvidia's next-gen Vera Rubin NVL72. It drops memory usage from 55 TB to 28 TB.
@SixSigmaCapital They will hate you! lol. These are day traders, Crypto gods and only love stock moves like $MU and go leveraged with crazy ETFs having 2x and 3x. Lol.
In a day like today, if you have a green stock in your portfolio. Worth looking into.
Simplest reason is that they are leaders or bottomed out!
$CRDO is my only green.
FSD: Why did you intervene?
Most annoying feature. I spend more time thinking why.
My most obvious reason is when it picks the lane suddenly which merges in less than 500 m. That is either a "Other" or "Critical".
My $BMNR position is in the trenches. My $SOFI LEAPS are an 18-month bet. As a $TSLA investor, I’ve lived through years of sideways action while others moon.
Watching $MU, $AAOI, $AMD & $NBIS rip is tough. But conviction can’t be borrowed. Only the thesis gets you through.
GOOD NEWS 🚨 JPMorgan Chase has upgraded $TSLA rating from Underweight to Neutral and raised its price target from $145 to $475, a massive 227.59% increase 🔥
Three major factors drive this rationale:
🤖 AI & Autonomy Shift — JPMorgan finally stopped valuing Tesla purely as a traditional car manufacturer, shifting their models to account for massive future software value from FSD, the Robotaxi platform, and robotics.
📈 Market Reality Check — With the stock trading massively above their old $145 target, maintaining a deep "Underweight" rating became completely disconnected from institutional fund flows and the market's actual momentum.
🤝 Burying the Hatchet — After dropping their long-running $162 million legal dispute and repairing corporate banking ties with Elon Musk, the bank's research arm shifted to a much more objective, less hostile outlook.