Tag: Nvidia
-
1.3 Billion Shares of SOXS: A Warning Flare From the Ai Trade
Something extraordinary happened beneath the surface of the stock market today. The Direxion Daily Semiconductor Bear 3X Shares ETF—better known by its ticker, SOXS—traded more than 1.3 billion shares, according to Goldman Sachs. That reportedly makes it the third-largest volume day, measured by shares, for any U.S.-listed exchange-traded fund in approximately two decades of observed…
-
Michael Burry Bets Against the AI Boom: A Contrarian Signal for Offshore Investors
Michael Burry — the legendary investor who famously predicted and profited from the 2008 housing crash — is once again taking a bold, contrarian stance. This time, his target is the Artificial Intelligence (AI) sector. Through more than $1 billion in bearish bets via put options, Burry is signaling that he believes the market’s enthusiasm…
-
Trump’s $50 Billion Power Play: How NVIDIA Got Back Into China — at a Price
In 2022, NVIDIA was locked out of China’s booming AI chip market. By April 2025, U.S. restrictions went further — an outright ban on selling advanced AI processors to China. Overnight, both NVIDIA and AMD lost access to their most lucrative international customer base. Then came an unprecedented reversal. In June, NVIDIA CEO Jensen Huang…
-
Semiconductor Chip Stocks: The New Frontier in the Global AI Race
The artificial intelligence (AI) revolution isn’t just reshaping industries — it’s reshaping global power structures. And at the heart of this seismic shift lies a critical and fiercely contested resource: semiconductor chips. As AI’s insatiable appetite for computational power accelerates, semiconductor companies are becoming the new oil barons of the digital era. For investors, this…
-
Magnificent Seven Stocks – a Bubble?
The dominance of Meta, Microsoft, and Nvidia, along with Apple, Alphabet, Amazon, and Tesla, the so-called Magnificent Seven, is beginning to rattle nerves among some investors and analysts who fear that a speculative bubble is forming. But Nigel Green, the CEO of one of the world’s largest independent financial advisory and asset management organisations, says…