NVDA & AMD Sell Off: "Investors Don't Want to be in A.I. Right Now"

"Good news doesn't matter" while "bad news is terrible news" for A.I. investors, according to Doug Clinton. Export restrictions on Nvidia (NVDA) and AMD Inc. (AMD) pinned pressure on the A.I. trade today, but Doug points to TSMC's (TSM) "monopoly" at a forward P/E of 16x as a viable investment ahead. Cory Johnson notes Nvidia's Blackwell production beginning at TSMC's Arizona plant this week as a sing of tech positivity. However, he points to DeepSeek as an example of what can happen if China gets greater access to these chips.

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