Nvidia's board is reportedly deciding whether to remove Jensen Huang.
Here are 6 stocks that could thrive if Nvidia's troubles continue:
1. $TSM - Taiwan Semiconductor
TSMC doesn't need to pick a winner. Nvidia is its largest customer, but it also builds chips for AMD, Broadcom, Google and Amazon. Revenue grew 41% last quarter to $46.7B, Q4 guidance is $52.3B to $54.3B, and management says AI demand is still running ahead of its supply.
Memory and semiconductor names led Wednesday’s rally
$MU +11.9%
$SNDK +13.7%
$INTC, $AMD, $AVGO and the broader SOX index all posted strong gains
CoreWeave results and raised guidance reinforced demand for AI servers, HBM and networking ($MU $SNDK $SMCI)
The AI hardware complex just got fresh fuel after recent volatility
I expect volatility to remain elevated, but the broader AI infrastructure trend is still worth watching closely.
💡As a reference, I’ve called multiple 10x names early. Follow for more trend-driven AI and disruptive stock updates before the crowd.
“About once every two years the market falls 10%. Every six years the market’s going to have a 25% decline. That’s all you need to know. You need to know that the market’s going to go down sometimes. If you’re not ready for that, you shouldn’t own stocks.” – Peter Lynch
Stanley Druckenmiller: I never buy unless the fundamentals and the chart are both great.
Even more important — don’t think in the present. Think 18 months ahead.
You’re buying the future, not today. What’s popular now is often a crowded trade that will look very different in a year and a half.







