Semis
Nvidia announced $150 billion in US spending plans, sending Taiwan chip stocks higher as key suppliers in its hardware stack benefit from accelerating capex. Meanwhile, mainland China chip stocks like Cambricon sold off, as the spending signals continued US-centric supply chain consolidation that bypasses Chinese foundries.
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↔ PAIR+6% target-3% stop2-4 weeks
Fade the Nvidia headline pump and go pair-long TSM vs short Chinese chip proxies like CAMT or SMCI China-exposed names on supply chain bifurcation.