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Bridgewater's big move: reducing shareholding in nvidia, heavy positions in SMCI and AMD
The world's largest hedge fund, Bridgewater Fund, caused quite a stir with its investment operations in Q3: it chose to reduce its holdings amidst the surge in nvidia's stock price.
Chinese Industry Groups Say Buy Local as US Chips 'No Longer Safe,' Reuters Reports
Breaking news! Four major industry associations collectively state: exercise caution when purchasing usa chips.
① The china semiconductors industry association, china automotive industry association, china internet plus-related association, and china communication enterprises association have all issued statements urging domestic companies to carefully select and procure usa chips. ② The new round of export restrictions from the usa involves over 140 chinese enterprises, affecting semiconductors manufacturing equipment, electronic design automation tools, etc., undermining the principles of fair competition in the global semiconductors industry.
Intel Stuck Between Foundry and Hard Place as It Searches for New CEO
Advanced Micro Devices (AMD)'s Supercomputing Power Overtakes Nvidia (NVDA) – Can Its Stock Performance Too?
Advanced Micro Devices, Inc. (AMD) Among Billionaire Ken Fisher's Top Stock Picks Heading Into 2025
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