I need a new laptop in this house so I hope it's a MacBook Air with AI capability or chips or something like that-- we need one! maybe two.
Wow- This is bad. We can't let them have the Blackwell chips. The Wall Street Journal reported late Sunday that Nvidia’s latest Blackwell chips are reaching China through third-party resellers using entities registered in nearby regions in violation of export controls. That report was followed by news that Singapore is probing Nvidia’s customers Dell(DELL)and Super Micro Computer(SMCI) — companies that make servers using the chipmaker’s Blackwell GPUs (graphics processing units) — for potentially violating US export restrictions in shipping servers that may contain Nvidia chips from Singapore to Malaysia. Malaysia is reportedly a throughpoint of chip smuggling to China. NasdaqGS - Nasdaq Real Time Price•USD NVIDIA Corporation(NVDA) $116.29 -8.62 (-6.90%) As of 1:57:55 PM EST. Market Open. Dell stock fell nearly 5%, while Super Micro shares dropped 9%. Super Micro's decline comes after the server maker's sharessuffered a nearly 30% losslast week. Shares of British chip designer Arm (ARM) also sank Monday, dropping almost 5%. Nvidia's decline puts the stock down more than 11% over the past five days, with shares trading at levels below their prior 2025 low of roughly $117 in early February following the introduction of a cheap Chinese AI model that rocked US markets. "Anonymous traders cannot acquire, deliver, install, use, and maintain Blackwell products in unauthorized countries," an Nvidia spokesperson told Yahoo Finance in a statement. " >>>>>>> It's a bit tight but NVDA most likely will close at or above $117 and could be bought here for upside. The neg is Frump talks crazy talk to congress and all of these tariffs supposedly go through tomorrow. Frump is a big bluffer so I would say there is 50/50 chance the " talks improve " of something puts these tariffs off tomm and then this NVDA could run. Another neg a further clampdown on China imports of older generation NVDA chips but isn't that priced in? Close @ or above $117<--- watch.
Are we heading into recession or just stagflation. God damn. Frump was handed a great economy and he is ruining it.. couLd this be on purpose.. Wall street may find out there is no save the market moment for Trump. Even though he marks his popularity and success buy the stock market. If it is down too much then it just can't be right-- it can't about him.. so he'll just ignore us and let it drop and drop and drop.. GDP.. that will be impossible to hide form. Are we 1Q negative now?
I don’t know. “ Broadcom, Marvell, Credo could 'reenergize' AI trade, BofA says Chris Ciaccia After the Philadelphia Semiconductor Index fell more than 7% last week amid concerns about trade, tariffs and China, Broadcom (NASDAQ:, Marvell Technology (NASDAQ:and Credo Technology (NASDAQ:could “reenergize” the artificial intelligence trade this week when” $186. -13 $85. -7 $49. -5.3 Seeking the Alpha”