Geopolitics Alpha

Martin Shkreli Says New Photonic Chips Could Run Circles Around Nvidia

Published . Updated .

Martin Shkreli Says New Photonic Chips Could Run Circles Around Nvidia 24/7 Wall St.

Directly affected

  • NVDA Nvidia

    Named in this report.

Indirectly affected

  • TSM Taiwan Semiconductor

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMD AMD

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

  • LRCX Lam Research

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor

    A fund of semiconductor companies

  • SOXX iShares Semiconductor

    A fund of semiconductor companies

  • QQQ Invesco QQQ

    Big tech moves with chip-supply risk

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA———————
TSM———————
ASML———————
AVGO———————
AMD———————
AMAT———————
LRCX———————
SMH———————
SOXX———————
QQQ———————

Martin Shkreli Says New Photonic Chips Could Run Circles Around Nvidia 24/7 Wall St.

Source: 24/7 Wall St.

How solid the semiconductors case looks

12 out of 100

“Martin Shkreli Says New Photonic Chips Could Run Circles Around Nvidia” scores 12 out of 100. The score uses 1 sources.