POPA ReconToday's semiconductor issue is ultimately
Today's semiconductor issue is ultimately Nvidia circular finance + Chinese DUV self-production shock NVIDIA Circular Finance 1. If NVIDIA pays money to buy NVIDIA chips, what is the meaning of this? They say they are artificially pumping it and it goes down. 2. Open AI’s credibility has eroded Nvidia’s credibility (Nvidia CDS premium increases = stock price falls) 3. The situation of Open AI may be seen as bad. Looking at it positively, NVIDIA will step in to prevent Open AI from going bankrupt + it can be seen as a strengthening of NVIDIA's dominance, but the market seems to be viewing it…
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