Nvidia’s selloff feels driven -To The Moon - Tiger Brokers Online Investing Community - To The Moon

Nvidia’s selloff feels driven more by fear than fundamentals. Broadcom’s stumble and geopolitical tensions gave investors an excuse to take profits, but the underlying AI demand story remains intact. Unless there’s evidence that hyperscaler spending is slowing or AI infrastructure demand is rolling over, this looks like a healthy correction in a crowded trade rather than the end of the AI bull market. The risk isn’t collapsing demand—it’s whether expectations had simply gotten too far ahead of reality.

Chip Stocks Plunge Again: Can NVIDIA Handle the Volatility?

NVIDIA fell 2.37% today. 3x leveraged chip ETF collapsed 16.99%, Marvell dropped 9.78%, AMD fell 7.30%, and Intel slid 8.45%, fully erasing yesterday's melt-up. Capital is rotating out of crowded AI hardware into the Dow, which is pushing toward a new high near 52,000, making the 'sell tech, buy value' shift increasingly apparent. As the sector bellwether, NVDA held up relatively well at -2.4% versus double-digit peer losses — but the rollercoaster is far from over. In this kind of volatility, will you hold the leader or step aside?

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.

Comments

We need your insight to fill this gap

Leave a comment

1

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":572441146299232,"tweetId":"572441146299232","gmtCreate":1780778656336,"gmtModify":1780795746167,"author":{"id":4205121410075482,"idStr":"4205121410075482","authorId":4205121410075482,"authorIdStr":"4205121410075482","name":"Sloth16","avatar":"https://community-static.tradeup.com/news/5b5164a07f97cdc8aa61a09fb7d859b3","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.28","exceedPercentage":"80.81%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":2,"starInvestorFlag":false},"themes":[{"themeId":"9df208516ba94df2a0bfade4f16d4762","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Chip Stocks Plunge Again: Can NVIDIA Handle the Volatility?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":9df208516ba94df2a0bfade4f16d4762}&rnconfig={\"headerBarHidden\": true}","description":"NVIDIA fell 2.37% today. 3x leveraged chip ETF collapsed 16.99%, Marvell dropped 9.78%, AMD fell 7.30%, and Intel slid 8.45%, fully erasing yesterday's melt-up. Capital is rotating out of crowded AI hardware into the Dow, which is pushing toward a new high near 52,000, making the 'sell tech, buy value' shift increasingly apparent. As the sector bellwether, NVDA held up relatively well at -2.4% versus double-digit peer losses — but the rollercoaster is far from over. In this kind of volatility, will you hold the leader or step aside?","image":"https://community-static.tradeup.com/news/300f3ce541054a73c805aded9786ea34"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Nvidia’s selloff feels driven more by fear than fundamentals. Broadcom’s stumble and geopolitical tensions gave investors an excuse to take profits, but the underlying AI demand story remains intact. Unless there’s evidence that hyperscaler spending is slowing or AI infrastructure demand is rolling over, this looks like a healthy correction in a crowded trade rather than the end of the AI bull market. The risk isn’t collapsing demand—it’s whether expectations had simply gotten too far ahead of reality.</p></body></html>","htmlText":"<html><head></head><body><p>Nvidia’s selloff feels driven more by fear than fundamentals. Broadcom’s stumble and geopolitical tensions gave investors an excuse to take profits, but the underlying AI demand story remains intact. Unless there’s evidence that hyperscaler spending is slowing or AI infrastructure demand is rolling over, this looks like a healthy correction in a crowded trade rather than the end of the AI bull market. The risk isn’t collapsing demand—it’s whether expectations had simply gotten too far ahead of reality.</p></body></html>","text":"Nvidia’s selloff feels driven more by fear than fundamentals. Broadcom’s stumble and geopolitical tensions gave investors an excuse to take profits, but the underlying AI demand story remains intact. Unless there’s evidence that hyperscaler spending is slowing or AI infrastructure demand is rolling over, this looks like a healthy correction in a crowded trade rather than the end of the AI bull market. The risk isn’t collapsing demand—it’s whether expectations had simply gotten too far ahead of reality.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/572441146299232","repostId":0,"isVote":1,"tweetType":1,"viewCount":644,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":430,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/572441146299232"}