semiconductor guidance · X 热门 · 2026-09-19 23:12 UTC

# semiconductor guidance — X 热门讨论 (2026-09-19 23:12 UTC)

## @timoassi (Timothy 🟢 | Panic Drop) · 09-19 15:29 · ♥37 ↻4 💬11 JENSEN HUANG SAYS NVIDIA WILL SELL TWICE AS MANY CHIPS NEXT YEAR ‼️

That's above his own company's guidance. Nvidia guided 70% revenue growth to roughly $673 billion.

Here are 6 stocks that cannot deliver it without 👇🏻

1/6 Taiwan Semiconductor $TSM https://t.co/6UnivuUq9s https://x.com/timoassi/status/2101332738284323181

## @Jayvone__ (Jay001__🎮) · 09-19 10:29 · ♥30 ↻1 💬0 Semiconductor stocks remind me how much expectations matter. A rate hike may already be priced in, but changing Fed guidance can still move the sector. With AI capex supporting chip demand, I’m watching FOMC guidance and semiconductors on #BingX TradFi. #FOMC https://t.co/kDXmPLEopO https://x.com/Jayvone__/status/2101257344311054418