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AI Semiconductors room

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1.9K members · 85 posts today · built around Trader Flow in this collection

Room sentiment vs the collection

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— Bullish share— AI Semiconductors move50% bull dashed line
Where do you stand on AI Semiconductors this week?67% bullish · 1,157 votes
This week: 71% bullish of 300 · 41 neutral
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semis_deskStaffPinned · Morning brief6h

Capex day. A major cloud provider raised AI spending guidance before the open; servers and memory are the first read-through. Watch FOMC minutes at 14:00 and TSM results Thursday before the open. The TSM event thread opens Thursday at 07:00.

tapereader_nyFunded trader · The5ers FuturesTop contributorLive guestChartBullish1h✓ Traded NVDA and NQ this week

NVDA holding VWAP at $141 after the gap. If it holds through the 2:00 minutes, I’m watching for a push at the $145 high. NQ confirming so far.

Shared chart · NVDA · 5mOpen chart
NVDA+0.3%NQ+0.1%
gapfillFunded trader · The5ersIdeaBullish2h✓ Traded SMCI and NQ this week

Equal-weight AI semis up 4.4% while NQ is only +1.6%. That spread rarely holds into CPI. Trimming the laggards, keeping SMCI.

SMCI—NQ0.0%
delta_miraQuality Score ATakeBearish2h✓ Traded SMCI this week

3.6x relative volume and +11% straight into resistance. Taking profits here; not chasing the second leg.

SMCI—
newtrader_anaNewQuestionNeutral1h

Why does TSM reporting before NVDA matter for the whole group? First earnings season I’m trading through.

TSM0.0%NVDA0.0%
chipwatchQuality Score BChartBearish3h

Rotation inside the group: NVDA volume flat while ARM and SMCI run at 2–3.5x. Second-day rotations tend to fade; watching for NVDA to retake leadership.

Shared chart · ARM · 15mOpen chart
ARM—NVDA0.0%
tapereader_nyFunded trader · The5ers FuturesTop contributorLive guestIdeaBullishNov 1

SMCI basing for two weeks with volume drying up. First move out of the range is the trade.

SMCI—
tapereader_nyFunded trader · The5ers FuturesTop contributorLive guestQuestionNeutralOct 24

Anyone tracking how TSM guidance has moved NVDA the next day? Building a table.

TSM+3.1%

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tapereader_nyFunded trader · The5ers FuturesTop contributorLive guestTakeBullish1hin NVDA Trade Talk✓ Traded NVDA this week

Clean gap-and-go off the open. Holding above VWAP at $141, trailing stops under the 10:00 low. Capex news gives this legs into earnings.

NVDA0.0%
delta_miraQuality Score ATakeBearish1hin NVDA Trade Talk

Relative volume is 1.8x but most of it came in the first 30 minutes. Fading into $145 resistance with a tight stop; not fighting it if it closes above.

NVDA0.0%
gapfillFunded trader · The5ersTakeBullish2hin NVDA Trade Talk

Earnings in 12 days and IV is already lifting. Waiting for a pullback to $139 to add.

NVDA0.0%

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