I am observing the recent dip in Nvidia $NVIDIA Corp(NVDA)$   and TSMC $Taiwan Semiconductor Manufacturing(TSM)$   with keen interest, noting TSMC 's nearly 8% plunge in pre-market trading before stabilizing to 1% loss. The news of the U.S. revoking TSMC's waiver for chip supplies to China has clearly shaken the semiconductor sector, with Nvidia opening down 3%. This volatility feels familiar, and I am curious to see how it plays out given the broader market context.

My portfolio holdings are feeling the impact of this downturn, particularly my positions in semiconductor stocks. The pullback across the board is a concern, but I remain calm knowing that Nvidia's stock has historically followed a pattern of falling after earnings before rebounding later. I am hopeful that this trend will hold true again, offering a chance for recovery in the near future.

The positive aspect for me is the response from institutions, with at least ten raising their twelve-month price target for Nvidia to an average of two hundred two dollars and sixty cents, a three percent increase. This vote of confidence from analysts strengthens my belief in Nvidia's long-term potential. I am encouraged by this support and see it as a potential signal for a rebound.

I am considering whether now is the time to start bottom-fishing, especially with the current dip presenting what might be a buying opportunity. The earnings release has sparked this volatility, but the raised price targets give me some reassurance. I plan to monitor the market closely over the next few days to determine the best entry point.

Reflecting on my strategy, I feel that holding steady for now is prudent, given Nvidia's past rebound patterns. However, I am also preparing to act if the stock shows signs of stabilizing or if further positive news emerges. My approach is cautious yet optimistic, balancing the current dip with the long-term outlook.

The broader semiconductor sector's reaction, including TSMC's challenges, makes me wonder about the geopolitical factors at play. I am intrigued by how these external pressures might influence my investment decisions moving forward. For now, I am maintaining a watchful stance, ready to adjust my portfolio as needed.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

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