Several of today's semiconductor earnings reports show that the market has become more demanding of semiconductor companies, and some potential problems can be seen in the $Marvell Technology(MRVL)$ earnings report:Excellent performance in the current quarter, and guidance exceeded expectationsToo single source of incremental volume: while AI drives certainty, weakness across the board except for data centers, e.g., enterprise networking revenue of $171m (-35% yoy), carrier infrastructure of $106m (-38% yoy), consumer electronics of $89m (-38% yoy)Rising inventory days: current inventory levels can support 2-3Q demand, if AI order growth slows it will trigger inventory impairment risk;The market previously expected too high, has overdrawn the positiv
Nvidia Rebounds After Hitting $110: Volatility or Stability Ahead?
Nvidia rebounds after hitting $110. Trump stated that the United States should repeal the CHIPS Act. After yesterday's sharp decline, Nvidia's forward P/E has dropped to around 20x. Do you think Nvidia still has a new story to tell in the future? At what price level are you considering starting to buy the dip? Time to rebound? Is it possible to return $130?
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