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NVDA Rises 1.68% Against Sector Selloff — Lone AI Chip Survivor?

Nvidia (NVDA) bucked a broad semiconductor rout Monday, gaining 1.68% while SOXL plunged 6% and Intel and SK Hynix each fell 5%. Confidence in the supply chain provided a catalyst, as Samsung announced a $1B investment in Helix Digital for global AI infrastructure, while buzz around Nvidia's glass packaging roadmap reinforced its structural edge. Yet Michael Burry has added put options betting on an early AI bubble burst — when peers collapse and only Nvidia holds, is this a confirmed leadership premium, or is a catch-up decline simply overdue?

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