Broadcom loses support, NVIDIA shines alone: 1. NVIDIA $NVDA The one and only savior! While the entire semiconductor sector is collectively silent, it's the only one holding the fort. Currently, the stock price is back above $222. Next step: as long as it stabilizes above $231.5, the target is directly $236.5. 2. Broadcom $AVGO Even stellar earnings reports can't help. Rumors about Google seeking alternatives (like collaborating with $MRVL) have scared the market into a sell-off. Currently, it's fallen below the 200-day moving average. If it can't reclaim $370, the gaps at $334 or even $315 will eventually need to be filled. 3. AMD $AMD The second brother lacking upward momentum. It has fallen below the 100-day moving average, and while NVIDIA is soaring, it hasn't shown much reaction. The short-term trend is weak, so don't rush to catch the dip for now. 4. TSMC $TSM A so-so performance. Although it has climbed back above the 100-day moving average, it's basically just holding on without showing any strong breakout intentions. 5. Micron $MU The most explosive potential beast in the room! The stock price has been consolidating tightly in the $930–$956 range for a long time. Once it picks a direction and breaks out, it could trigger a major move at any moment.