During the drop of NVDA, the writer already said it is the pointer of the market, now it recovered and S&P made record high simultaneously. Just see a lot of people bought NVDA and AMD while they are falling, but I already suggested to buy in the ratio of 1 to 4 or 5. That is when buying 1 stock of AMD should buy 4 or 5 NVDA. A lot of individual investors only ask suggestion of stock code and buy it without caring the total investing complex.
GOOG stopped falling when the law case in Italy is solved.
INTC is benefitted by the news of saving by TSM, but no further progress announced yet. To INTC, it is surely a goods new, but to TSM, it depends on what terms Donald Trump offer rather than INTC offers. TSM is now forced to save INTC, but the main point is the intellectual property of TSM, would it give freely and unconditionally to US?
Gold price is also in record high, it seems that the market is not afraid of the inflation caused by tariff war. But what happens on semiconductor? Mind that the 100% tariff is not on every product of Taiwan, it’s on chips only. TSM would not move the main factory to US, but we have to see whether the main production will move to US. If the 1.2nm chips still can produce in Taiwan, then TSM still holds the throat of this industry, if it is forced to produce in US, not only TSM will collapse, the whole Taiwan may collapse at once. Let’s see what the deal is, hopefully not so extreme.