Same $10,000, same five years, same AI chip race: NVIDIA turned it into $107,369 versus $59,864 in AMD
As seen on the 24/7 Wall St. homepage on September 21, 2026.
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Regular session
$183.90
-6.17%
open $196.00
A 6.17% intraday slide to $183.90 from a $196.00 open is a rare single-session drop for a $4.4 trillion company, and it sets the tone for AI chip sentiment everywhere else.
Reddit Pulse
r/stocks
This is psychology/social engineering mixed with algorithms designed to take profits in this zero sum game. Yes some of these deserve to crash hard as they are not sustainable, but a lot of what is going down has absolutely no reason for it to.
467 comments on one post asking why semis and AI names are halving shows retail is still hunting for a reason. "It seems like a buying opportunity" carries no weight when you cannot name what changed.
Regular session
$409.23
-9.59%
open $452.64
Roughly $65 billion of market value disappeared in one session at this $669 billion AI-chip bellwether. Moves this size are rare here, and they tend to set the tone for the rest of the group.
Regular session
$184.96
-5.64%
open $196.00
A 5.6% slide to $184.96 takes roughly a quarter trillion dollars off the $4.5 trillion AI bellwether in one session, the kind of single-day move that drags index funds with it. No confirmed catalyst yet, so watch whether $196 gets reclaimed.
Reddit Pulse
r/stocks
The dips keep on dipping
With AI names down 10% or more, 341 comments argue over whether regulatory noise justifies the selloff, and the top replies show retail is out of dry powder. Dip buying only works if you still have cash when the dip arrives.
Reddit Pulse
r/stocks
Definitely a huge overreaction. Just look at AMD and SK Hynix earnings and guidance, companies are still heavily invested in data centers for 2027. It’s a good time to buy some semi stocks now.
A 3-for-1 split made the semiconductor ETF look like it halved overnight, and 157 comments piled in before the poster caught the error. Check corporate actions before you panic sell, or before you buy someone else's panic.
A single session just erased four months of gains in one of the most crowded AI chip trades, and the rest of the semiconductor complex rarely sits out a move this size.
BREAKING: Advanced Micro Devices, $AMD, plunges -12.2%, hitting its lowest level since July. https://t.co/HXiHJgJafD
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- 1DJTbearish124 comments · 553 upvotes
- 2AMDbullish186 comments · 1.0K upvotes
- 3GOOGLsplit346 comments · 429 upvotes
- 4SMCIbullish119 comments · 475 upvotes
- 5MSFTbullish119 comments · 331 upvotes
Retail traders are piling into the AI trade again, staying bullish on AMD, Super Micro and Microsoft, while Alphabet draws the biggest argument of the day at 346 comments. Trump Media is souring fast after the midterms, and Meta chatter is heating up.
Renting 8,000-plus Blackwell GPUs from European neoclouds would route Chinese AI demand around chip export limits, the exact workaround Washington and Nvidia's own customer rules are trying to close.
MOONSHOT SEEKS $NVDA BLACKWELL ACCESS IN EUROPE Chinese AI lab Moonshot, the developer of Kimi, has held talks to rent clusters of 8,000+ Nvidia Blackwell GPUs from European 🇪🇺 neoclouds, primarily for inference and potentially training, CNBC reports. The White House previously https://t.co/BJ2Vamw18X
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Renting compute abroad is the loophole Washington has not closed yet, and any move to shut it would hit demand for Blackwell capacity in European data centers.
CHINESE AI LAB SEEKS NVIDIA BLACKWELL CHIPS THROUGH EUROPEAN DATA CENTERS China's Moonshot AI has reportedly explored renting Nvidia's advanced Blackwell computing capacity in Europe, potentially circumventing US restrictions on chip exports to China. According to CNBC,
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- Reposts23
- Likes110
PODCAST
Mad Money w/ Jim Cramer
Mad Money w/ Jim Cramer 11/4/26
- Cramer ties Apple's 5.3% jump and record high to hopes midterm results slow data center building and cap DRAM prices
- T-Mobile's new plans cut the $2,000 iPhone Duo to as low as $800 in family bundles, protecting Apple volumes
- Microsoft rose 6.7% and Amazon 6.1% on the idea cheaper, scarcer data centers enforce capex discipline
- AMD's big beat finished up only 1%; Nvidia fell 6.5% on the day, down from $239 to about $200
Cramer's read flips the AI trade on its head: regulation that curbs data center construction relieves memory costs for Apple and spending pressure for Microsoft and Amazon, while hitting the chipmakers that need the build to continue. He cautions the move is only a one-day trade, with Friday's payroll report capable of undoing much of it.
- 1AMDsplit603 comments · 4.9K upvotes
- 2METAbearish241 comments · 1.4K upvotes
- 3GOOGLsplit361 comments · 1.1K upvotes
- 4ORCLbearish200 comments · 1.3K upvotes
- 5SPYbearish443 comments · 306 upvotes
AMD's earnings have retail traders arguing both sides across 603 comments, the loudest board on Reddit today. Meanwhile the mood is souring fast on Meta and heating up fast on Nvidia, a sign the AI trade is rotating.