The Semiconductor Gut Check - Is the "Rubin" Trade Taking a Breather?
Price is the only truth
Yesterday, NVIDIA ($NVDA) delivered what can only be described as a stellar Q4 report: $68.1 billion in revenue (up 73% YoY) and a massive Q1 guide of $78 billion. On paper, the "Rubin" architecture transition is moving at light speed.
And yet, the stock failed to reclaim its All-Time High.
When the market greets a "beat-and-raise" with a shrug or a sligh…
