Source Post

WHY IS $NVDA CRASHING WHILE $AMD SKYROCKETS?!?

Ricky GutierrezMay 7, 2026

The creator discusses the recent divergence in semiconductor stocks, with Nvidia ($NVDA) selling off while AMD ($AMD) and others like SanDisk, Intel, and Super Micro ($SMCI) are surging. This rotation is attributed to investors taking profits in crowded AI leaders like Nvidia and moving into laggards or peers with catch-up potential, driven by technicals and earnings upgrades. Despite Nvidia's short-term weakness, its long-term AI story and strong fundamentals remain intact.

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Tickers discussed in this post

AMZNNeutralLow ConvictionResearch Only

Amazon performed well today, indicating strength within the 'Mag 7' group, though some others are lagging.

GOOGNeutralLow ConvictionResearch Only

Alphabet (Google) is performing quite well, contrasting with some other 'Mag 7' companies that are lagging.

MSFTBearishLow ConvictionResearch Only

Microsoft is noted as potentially selling off slightly, aligning with other 'Mag 7' companies that are lagging the broader market.

METABearishLow ConvictionResearch Only

Meta Platforms is mentioned as one of the 'Mag 7' companies that seem to be lagging behind while the rest of the market pushes higher.

SMCIBullishMedium ConvictionSignal-backedSecondary

Super Micro is up nearly 20% after hours, indicating strong performance and benefiting from the rotation into AI-related semiconductor stocks.

INTCBullishMedium ConvictionSignal-backedSecondary

Intel has traded in an incredibly bullish way, benefiting from the rotation into semiconductor stocks with catch-up potential.

SNDKBullishMedium ConvictionSignal-backedSecondary

SanDisk is performing strongly, up 4.6% in the past week and is part of the rotation into semiconductor stocks with catch-up potential.

LRCXBullishMedium ConvictionSignal-backedSecondary

Lam Research is included as a semiconductor stock seeing investor rotation due to its catch-up potential and positive technical indicators.

MRVLBullishMedium ConvictionSignal-backedSecondary

Marvell Technology is listed as a semiconductor stock attracting investor rotation due to its potential for catch-up and bullish technicals.

AVGOBullishMedium ConvictionSignal-backedSecondary

Broadcom is identified as a semiconductor stock benefiting from investor rotation due to its potential for catch-up and bullish technicals.

MUBullishMedium ConvictionSignal-backedSecondary

Micron is mentioned as one of the semiconductor stocks attracting investor rotation due to bullish technicals and potential catch-up.

NVDABearishMedium ConvictionSignal-backedPrimary

Nvidia is selling off due to short-term technical weakness, profit-taking after a massive run, and rotation into other semi names, despite its strong long-term AI story.

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