Since October 2022 $NVDA (+4,72%) on the Wanted List, due to the high Nasdaq100 position (unfortunately) never included as an individual stock in the portfolio to date.

$NVDA (+4,72%) .

Following the tightening of US export restrictions for Nvidia & Co, China is looking for alternatives. Huawei's 910C chip is set to hit the market in May.

The Chinese technology group Huawei is planning to start mass deliveries of its advanced AI chip 910C to Chinese customers as early as next month. This was reported exclusively by the news agency Reuters on Monday, citing two people familiar with the matter. According to the report, some deliveries have already been made.

The Reuters sources also reported that Huawei's 910C chip is "more of an architectural advancement than a technological breakthrough". The 910C graphics processor combines two 910B processors in a single package using advanced integration techniques. It achieves a performance comparable to that of Nvidia's H100 chip, it says. This means that it has twice the computing power and memory capacity of the 910B. There are also other advances, such as improved support for various AI workload data. When asked by Reuters, Huawei declined to comment on the delivery plans for the 910C chip and its capabilities.

USA tightens export restrictions

The issue is particularly explosive because the US government of President Donald Trump has tightened export restrictions on AI chips for China. From now on, it will require licenses for the export of AI chips to China, as was announced last week. Among the products affected by the export licenses are the H20 chips from US company Nvidia.

In an effort to restrict China's technological development, Washington has been trying for years to cut China off from Nvidia's most advanced AI products, including the flagship B200 chip. The H100 chip, for example, was banned from China by the US government in 2022 before it even hit the market. Since 2022, Nvidia and other manufacturers have only been allowed to sell slow GPU accelerators to China.

After Nvidia initially used a loophole to export slimmed-down versions of its AI accelerators to China, the US government under Joe Biden also banned these AI accelerators, known as A800 and H800, for China in 2023. The H20 chip, on the other hand, is based on the same chip architecture, but was specially adapted to the US export restrictions. The new US export controls for AI chips are likely to cost Nvidia several billion US dollars; Intel is also affected.

Independence in chip manufacturing

In view of these developments, China is trying to become independent in chip manufacturing - and is well on the way to doing so. Huawei and the chip contract manufacturer SMIC in particular are investing heavily in local chip production. SMIC can produce chips with 7-nanometer structures, but faces the problem of procuring modern lithography systems. Dutch global market leader ASML, for example, is not allowed to sell machines with extreme ultraviolet (EUV) exposure technology to China. Meanwhile, Huawei is decoupling itself from Google's Android world with its HarmonyOS smartphone software. At the end of last year, the chip installed in Huawei's new Android-free smartphone series "Mate 70" caused a stir - a sign that Chinese companies are making rapid progress in this area.

The US Department of Commerce's recent export restrictions on Nvidia's H20 "mean that Huawei's Ascend 910C GPU will now be the hardware of choice for (Chinese) AI model developers and for deploying inference capabilities," said Paul Triolo, an expert from the Albright Stonebridge Group consultancy, who was interviewed by Reuters on the subject.

As reported by Reuters, Huawei sent samples of its 910C processor to several tech companies at the end of last year and began accepting orders. However, the news agency was unable to find out which companies will mainly manufacture the 910C. An anonymous source pointed out that at least some of Huawei's 910C processors use semiconductors manufactured by Taiwan's TSMC for the Chinese company Sophgo. However, when asked by Reuters, Huawei emphasized that it has not used any Sophgo chips manufactured by TSMC. TSMC also stated that it complies with regulatory requirements and has not supplied Huawei since mid-September 2020.

(akn)

https://www.heise.de/news/Alternative-zu-Nvidia-Neuer-KI-Chip-von-Huawei-vor-der-Auslieferung-10357517.html

$NVDA (+4,72%) is marching steadily towards the 80 euro mark again, and the market is twitching again.

It's just stupid that the tax assessment notice came in last week - okay, I've been waiting for it for weeks. The bad news: the tax authorities want around 100k from me. The good news: I thought it would be 120k. From that perspective ...

My last additional purchase was at just under 80 euros, if I remember correctly. I could imagine that we'll see that again. Then I would probably add a few more K.

I wish everyone here tonight a fun fairytale show and a successful week in the (super)markets.

The USA has had a permanent trade deficit for over 50 years. It imports more than it exports. Why is that? Because they have focused on high-tech. While other countries have built their factories for washing machines $WHR (-1,58%) sneakers $NKE (-0,18%) and tractors $DE (-0,43%) kept their factories running, the Americans preferred $MSFT (+1,32%) , $GOOGL (-1,98%), $NVDA (+4,72%) and $V (-0,06%) raised them. Technology instead of cheap production.

But: no world power can manage in the long term without industrial production. Trump now has three possible paths ahead of him:

1. introduce tariffs. Sounds like a heavy hand, but it often leads to less innovation and poorer quality because international competition is eliminated.

2. conclude trade agreements. In other words, deals that determine what is exported and imported, how much and where. More structured, but more laborious.

3. currency manipulation. Countries like Turkey or Denmark like to do this to boost their exports. For the USA, however, this is more difficult with the dollar as the world currency. If they start to manipulate it, everyone else will react too.

What is Trump doing instead? Exactly what he has always done: The big bluff.

With North Korea: threatening Rocketman as if he would flatten the whole country. Bluff.

With Gaza: the "hell on earth" rhetoric. Bluff.

With the Ukraine war: calling Zelensky a dictator and then a few days later pretending he never said anything. Bluff.

Now comes the next bluff. Against the EU. Against China. Against Jerome Powell.

He's playing the lunatic because that's how he understands the game. It worked in his reality show and it worked in the election campaign. He knows that if he goes crazy, everyone will stare at him spellbound. And that's enough for him to win. Chaos is part of his plan.

My conclusion: I won't be swayed by the fuss. I don't make investment decisions based on tweets and headlines. I'd rather take advantage of the weak dollar and keep buying

Here is also a suitable YouTube video: https://youtu.be/wIeTXYRajhw?si=NaVKDkc0xxDQtIwR

Where are the trade agreements?

The S&P 500 has now lost 2.5 trillion US dollars since its high on April 9 after the 90-day tariff break. Current level-3% drop.

While the markets are waiting for trade agreements, Japan has said today that it will "not simply give in further" in the US tariff talks.

TECHNOLOGY STOCKS TODAY:

1. tesla, $TSLA (+10,24%) : -7%

2. nvidia, $NVDA (+4,72%) : -6%

3. broadcom, $AVGO (+2,75%) : -4%

4. meta, $META (+0,53%) : -4%

5. amazon, $AMZN (+0,25%) : -4%

6. Robinhood, $HOOD (+1,7%) : -3 %

7. AMD, $AMD (+2,72%) : -3 %

8. alphabet, $GOOG (-1,83%) : -3 %

9. Microsoft, :, $MSFT (+1,32%) -2%

10. palantir, $PLTR (+4,68%) : -2%

The Nasdaq has officially re-entered bear market territory and is now 20% below its recent high.

You can't make this stuff up:

The S&P 500 has now lost $750 billion in market capitalization since Trump started calling Fed Chairman Powell "Mr. Too Late" this morning.

This will indeed be a dark red chart tomorrow when we get the data reconciliation here.

Focus on the balance sheets of tech giants

US tech giants are in the spotlight in the current reporting season. Companies such as NVIDIA $NVDA (+4,72%)Microsoft $MSFT (+1,32%)Amazon $AMZN (+0,25%), Tesla $TSLA (+10,24%) and the parent company of Facebook, Meta Platforms $META (+0,53%)present their results. Expectations are high, as the performance of these companies is crucial for many investors. In addition, the finanzen.net ZERO trading platform enables trading in Alphabet A (formerly Google) until 11 pm without order fees. This underlines how important these shares are for the market and investor interest.

NVIDIA shares under pressure: history suggests price reversal

NVIDIA shares have experienced a steep decline in recent weeks and are currently trading at around 101.49 US dollars. This corresponds to a decline of around 34% since the high in January 2025. However, historical data shows that such declines often represent a buying opportunity. In the past, NVIDIA shares have often staged strong recoveries following setbacks of more than 35%. Analysts emphasize NVIDIA's market leadership in the field of AI accelerators and the positive long-term trends that speak for the company and fuel hopes of a recovery in the near future.

Challenges and opportunities for NVIDIA

Despite the pressure on NVIDIA shares, the company has decisive advantages that should not be ignored. Its own software platform, CUDA, makes it easier to develop applications and sets NVIDIA apart from the competition. In addition, the launch of the new B200 chip is seen by analysts as a potential game changer that could significantly increase performance per dollar. Although there are challenges from increasing competition and geopolitical tensions, NVIDIA could be well equipped to expand its market share in the AI industry and potentially emerge stronger from this phase.

Sources:

https://www.finanzen.net/nachricht/aktien/giganten-im-ueberblick-bilanzen-tesla-nvidia-apple-amazon-co-termine-und-ergebnisse-der-tech-riesen-in-der-aktuellen-saison-14362387

https://www.finanzen.net/nachricht/aktien/aufschwung-in-sicht-nvidia-aktie-unter-druck-steht-eine-baldige-kurswende-bevor-14386033

Hello my dears,

I've just picked out a ranking for you for Easter of the companies and ETFs in which you are most invested.

I would have expected the "Magnificent Seven" to be at the top of the list.

I found it all the more astonishing how high up other companies are. And outrank the "Magnificent 7" here.

Apart from $NVDA (+4,72%) Nvidia and $MSFT (+1,32%) Microsoft, which are right at the top. But then comes the pharmaceutical stock $GILD (+1,09%) Gilead, which hardly anyone here would have expected.

Perhaps a little inspiration for you to discover new companies.

$NVDA (+4,72%)