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 Posted: Wed Apr 16, 2025 2:54 am
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Posted: Wed Apr 16, 2025 2:58 am
exclaim exclaim exclaim exclaim
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Posted: Wed Apr 16, 2025 2:59 am
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Posted: Wed Apr 16, 2025 3:02 am
question question question
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Posted: Wed Apr 16, 2025 3:04 am
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Posted: Wed Apr 16, 2025 3:06 am
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Posted: Wed Apr 16, 2025 3:07 am
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Posted: Wed Apr 16, 2025 3:09 am
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Posted: Wed Apr 16, 2025 3:27 am
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Posted: Wed Apr 16, 2025 12:02 pm
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Posted: Thu Apr 17, 2025 12:57 am
To make matters worse for Nvidia, they had reportedly booked nearly $18 billion in H20 chip orders since the start of 2025, but didn’t inform several major customers about the new U.S. export restrictions targeting those China-focused chips after receiving the notice.
This drop in NVDA was also compounded by weak earnings from bellwether ASML, which reported that tariffs and macro uncertainties were hurting their orders and bookings.
Obviously when you have NVDA under pressure by 7% in after hours, and all semis following it lower including AMD down more than 7%, you can expect Nasdaq and the overall market to feel the pressure. We always said that supportive chop was the base case but risks remain due to the nature of this headline driven market.
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Posted: Thu Apr 17, 2025 1:01 am
To make matters worse for Nvidia, they had reportedly booked nearly $18 billion in H20 chip orders since the start of 2025, but didn’t inform several major customers about the new U.S. export restrictions targeting those China-focused chips after receiving the notice.
This drop in NVDA was also compounded by weak earnings from bellwether ASML, which reported that tariffs and macro uncertainties were hurting their orders and bookings.
Obviously when you have NVDA under pressure by 7% in after hours, and all semis following it lower including AMD down more than 7%, you can expect Nasdaq and the overall market to feel the pressure. We always said that supportive chop was the base case but risks remain due to the nature of this headline driven market.
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Posted: Thu Apr 17, 2025 1:04 am
rolleyes rolleyes rolleyes
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Posted: Thu Apr 17, 2025 1:05 am
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Posted: Thu Apr 17, 2025 1:07 am
rolleyes rolleyes rolleyes
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