SpaceX Aims to Develop Its Own GPUs Amid Chip Supply and Cost Concerns
📊 NVDA — Piyasa Yorumu
▼ down · 60%The news announces that SpaceX, a major customer, plans to develop its own GPUs. This could create long-term demand and market share concerns for NVDA. Technically, the RSI is approaching overbought territory at 60.7, and the MACD has fallen below the signal line, indicating short-term weakness. Following a 7% rise in the last 24 hours, profit-taking and the negative impact of the news may lead to a decline. However, trading above the SMA20 and SMA50 suggests any downside could be limited.
📊 AMD — Piyasa Yorumu
▼ down · 60%The news announces that SpaceX, a major customer, plans to develop its own GPUs. This could mean potential demand loss and competitive pressure for AMD. Technically, the price is below the 20-day moving average and the RSI is in neutral territory, indicating weak upward momentum. The MACD is below the signal line and trending downward, suggesting that selling pressure may continue in the short term. Despite the rise in the last 24 hours, a decline can be expected in the near term due to the negative impact of the news and weak technical indicators.
📊 TSM — Piyasa Yorumu
▼ down · 60%The news links SpaceX's goal of developing its own GPUs to chip supply and cost concerns. This could create worries about reduced demand for chip manufacturers like TSMC. Technically, the price is below the 20-day moving average and the RSI is below 50, indicating weak momentum. The MACD remains below the signal line, supporting a short-term bearish trend. However, the recent 3% gain at the last close and the price being above the 50-day moving average suggest that the decline may be limited.
📊 AVGO — Piyasa Yorumu
▼ down · 65%The news announces that SpaceX, a major customer, plans to develop its own GPUs. This could increase the risk of future order losses for chip suppliers like Broadcom. Technical indicators already paint a weak picture: the price is below both the 20-day and 50-day moving averages, the RSI is near oversold territory at 34, and the MACD is negative below the signal line. The 5% decline in the last 24 hours indicates continued selling pressure. Given the negative news flow and weak technical structure in the short term, the downtrend is expected to persist.