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Technology Stocks : Semi Equipment Analysis
SOXX 297.50-2.6%Nov 6 4:00 PM EST
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To: Julius Wong who wrote (94949)8/25/2025 12:42:26 PM
From: Johnny Canuck2 Recommendations

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The con to the 10 to 1 demand vs supply problem is that I think NVDA will have problems ramping supply. There is limited fab capacity on the higher density chips.

They already cancelled some orders from TSM for the H20 that were going to China as the Chinese is essentially calling for a boycott of the H20 chips.

So the concern is they will miss guidance or the guide will be weaker than over exaggerate expectations.

NVDA has sold off the last 2 times despite beating on EPS and rev due to higher than expect expectation on the guide.
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