Semiconductors Rally Over? - NVDA, AVGO, and TSM
An In-Depth Look at the Fundamental Data - Stock Market and Crypto Update
During the 1849 Gold Rush, the smartest entrepreneurs didn't waste time panning for gold in freezing rivers. Instead, they made their fortunes selling picks, shovels, and sturdy denim pants to thousands of hopeful prospectors. Today's artificial intelligence boom follows a strikingly similar pattern.
While everyone talks about the latest AI applications making headlines, the real money flows to companies building the essential infrastructure behind the scenes. These are the modern equivalents of those savvy Gold Rush merchants—except instead of selling mining tools, they're providing the fundamental technology that powers every AI breakthrough.
This publication examines three powerhouses driving today's AI infrastructure boom. First, we'll explore NVIDIA (NVDA), whose specialized processors have become as essential to AI development as pickaxes were to gold mining. Next, we'll dive into Broadcom (AVGO), which creates the custom chips and networking equipment that connect AI systems—functioning much like the railroads that linked Gold Rush settlements to civilization. Finally, we'll examine Taiwan Semiconductor Manufacturing Company (TSMC), the master manufacturer producing cutting-edge chips for virtually every major player in the industry.
These companies sit at the center of what may be the most transformative technological shift of our lifetime. However, the landscape carries significant risks—from overbought prices, escalating geopolitical tensions and fragile supply chains to the relentless pace of technological change that can quickly make today's leaders tomorrow's footnotes.
The following analyses will examine each company's financial strength, competitive position, and unique challenges. Because in this modern gold rush, understanding who's really profiting requires looking beyond the glittering surface to the foundational players making it all possible.
After the fundamental analysis for NVDA, AVGO, and TSM we will study the market conditions and the Support and Resistance levels for over 40 securities.
This publication consistently analyzes the following securities to provide a broad market perspective and empower your trading decisions:
Indices & Futures: SPX, NDX, DJI, IWM, ES=F, NQ=F
ETFs: SPY, QQQ, SMH, TLT, GLD, SLV, DIA, SH, PSQ
Major Stocks: AAPL, MSFT, GOOG, AMZN, NVDA, META, TSLA, BRK.B, LLY, UNH, AVGO, COST, PFE, PLTR, NFLX
Crypto & Related: Bitcoin, ETH, IBIT, MSTR
Leveraged ETFs: TQQQ, SQQQ, UDOW, SDOW, UPRO, SPXS, URTY, SRTY
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Let's continue with the fundamental analysis of NVDA, AVGO, and TSM, including their updated price targets, followed by the stock market and crypto update.
NVIDIA Corporation: Financial Performance and Market Position Analysis