It is still necessary to keep up with the Nvidia (Nv) related chain. Both the performance and the detailed changes within the industrial chain have been quite significant. The market has still set a valuation range for "Brother Da," which is between 90 and 115. This valuation already incorporates pessimistic expectations such as geopolitical factors, excess computing power, GB (presumably some abbreviation, you may need to clarify) delays, and the downward adjustment of shipments. Both the expectations and the sentiment have bottomed out. As long as it continues to benefit from Nvidia (N) in the future, it just needs to gradually get through this difficult period.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
