nvidia news today: what's the big deal?

TSMC > Nvidia? Hold on a Frickin' Second...

Okay, lemme get this straight. We're supposed to believe that now, after Nvidia's been printing money hand over fist, now is the time to jump ship to...TSMC? Taiwan Semiconductor Manufacturing? The company that makes Nvidia's chips? Give me a break.

This is like saying the company that makes the paper money is a better investment than, I dunno, actual gold.

The "Magic" of Fabrication? More Like a Necessary Evil

So, Nvidia's CEO, Jensen Huang, calls TSMC's fabrication process "magic." Magic? Really? It's called semiconductor manufacturing, and while it's complex, it ain't freakin' Hogwarts. It's a business. A necessary one, sure. But magic? Come on.

And this whole thing about TSMC making chips for everyone, including Nvidia's competitors? That's supposed to be a good thing? So, they're playing both sides? That sounds like a recipe for mediocrity, not market dominance. Jack of all trades, master of none, and all that jazz.

Half a Trillion Dollars...So What?

Then there's this: Nvidia's CEO claims there's half a trillion dollars worth of demand for their chips through 2026. Half a trillion! And Wall Street's all a-flutter. But let's be real. Companies throw numbers around like confetti all the time. It's called hype, people.

"I think we're probably the first technology company in history to have visibility into half a trillion dollars of cumulative Blackwell and early ramps of Rubin through 2026," Huang said.

Translate that into plain English: "We're trying to pump up our stock price, so please buy our stuff."

But wait, are we really supposed to believe that analysts' earnings estimates are too low? Seriously? The same analysts who missed the boat on Nvidia's initial surge? Those guys are always playing catch-up.

Oh, and speaking of money, I'm still waiting on that check for $23.47 from that class-action lawsuit against that social media company. I swear, it's been like, five years... Where was I? Oh yeah, Nvidia. According to Nvidia's CEO, there is some " Nvidia's CEO Shares Game-Changing News (NASDAQ:NVDA)" to share.

The Taiwan Card: A Geopolitical Nightmare Waiting to Happen

And let's not even get started on the geopolitical elephant in the room: Taiwan. TSMC is based in Taiwan. China considers Taiwan a renegade province. You do the math. Investing in TSMC is not just about financials; it's about betting on international relations not completely imploding.

TSMC is diversifying its fabrication locations, investing $165 billion into adding capacity in Arizona. That's great, offcourse, but it doesn't change the fact that their headquarters, their core operations, are in a potentially very unstable region.

So, what happens if China decides to "reunify" Taiwan? Suddenly, your "safe" investment in TSMC turns into a smoking crater.

This Smells Like Another Dot-Com Bubble

Look, I'm not saying Nvidia is going to crash and burn tomorrow. They're still making money hand over fist. But this whole AI hype train is starting to feel a little too familiar. It's giving me flashbacks to the dot-com bubble, when every company with ".com" in its name was worth billions, regardless of whether they actually made a profit.

TSMC might be a solid company, but betting on them to outperform Nvidia over the next three years? That's a bold claim. A claim that smells suspiciously like wishful thinking. Then again, maybe I'm the crazy one here.

So, What's the Real Story?

Don't fall for the hype. This is tech, and tech is always one disruptive innovation away from becoming obsolete.