Big tech companies as weight, naturally guides the main fluctuations of the $NASDAQ(.IXIC)$ April 7 opening by the "small essay" impact of the $NASDAQ 100(NDX)$ appearedBurst pull, but the second half of the transaction between the long and short sides are evenly matched, relatively "balanced", mainly because of the two days of tariff impact seems to be undecided.At present, both the long and short sides of the two main lines of logic in each other's influence:Downward pressure on performance (favorable).Mainly supply chain cost surge, profit compression (competitiveness decline), of which the supply chain transfer is not only costly, long cycle, but also face future policy changes again.May become an "ex

The semiconductor industry is inherently cyclical, with each full cycle typically lasting 3 to 5 years. Since 2008, the global semiconductor market has gone through four complete cycles, each marked by booms driven by technological innovation and busts caused by oversupply or global economic slowdowns. The current cycle, by most estimates, bottomed out in Q1 2023. With AI hype, GPU demand, and data center expansion, NVIDIA (NVDA) quickly became one of the top beneficiaries of this cycle’s upswing. But now the narrative is shifting again—is it too late to buy? Or is it time to cash out while ahead? The Bull Case: Why Some Think It’s a Bargain? To be fair, there are reasons some investors might still consider NVDA attractive—even at current levels: AI Demand is Real: NVIDIA’s GPUs are still