Nvidia News Today: Will It Outperform Itself?

Generated Title: Nvidia's Reign Is Ending? Don't Fall for the Hype.

Alright, alright, settle down. Another day, another breathless article about how Nvidia's about to be dethroned. This time it's Taiwan Semiconductor Manufacturing (TSMC), the company that makes Nvidia's chips, that's supposedly going to leave them in the dust. Give me a break.

TSMC: The "Safe" Bet?

The argument is simple enough: Nvidia's competitors are nipping at their heels, but TSMC makes chips for everyone, so they win no matter what. It's like saying the company that sells shovels during the gold rush is the real winner. Maybe. But gold rushes end, and shovel sales dry up.

And let's be real, the article practically begs you to see TSMC as the safe, responsible pick. "TSMC makes Nvidia chips, but they also make chips for AMD, Amazon, Apple, Alphabet, and Qualcomm, among others." Translation: "Don't worry your little head about picking a winner, just buy the company that supplies the whole damn industry!"

TSMC's got a sweet gig, no doubt. 70% of the semiconductor fabrication market? That's insane. And they're raking in the dough, consistently hitting $10 billion a month in revenue. But here's the question nobody seems to be asking: Is "safe" good? Safe doesn't get you 1,390% returns in three years, like Nvidia did. Safe gets you… well, safe. Maybe a slightly bigger pile of cash when you retire.

The Geopolitics Are a Nightmare

Then there's the whole geopolitical mess. Trump wants chips made in America, Biden passed the CHIPS Act, and TSMC is building six fabrication plants in Arizona. Sounds great, right? Except it's a $165 billion investment to avoid "tariffs -- and White House difficulties." Translation: "We're bending over backwards to appease politicians who could screw us over at any minute."

And don't even get me started on the Taiwan situation. If China decides to "reunify" (aka invade), TSMC is toast. All those fancy fabrication plants? Gone. Your "safe" investment? Up in smoke.

Offcourse, nobody wants to talk about that. It's easier to pretend that everything's going to be fine and dandy, and that TSMC's "dynamic growth" will continue forever.

But it won't. Nothing does.

Nvidia's Still Got a Trick Up Its Sleeve

Jensen Huang, meanwhile, is out there dropping truth bombs at Nvidia's Global Technology Conference (GTC) 2025. Half a trillion dollars in demand for Nvidia chips through 2026? That ain't pocket change. That's a mountain of cash so high it could block out the sun.

And the best part? Wall Street analysts are still underestimating Nvidia's growth potential. "The stock still offers attractive return prospects at these highs," the article says. Are you kidding me? This is like finding a winning lottery ticket on the sidewalk. As one article suggests, Jensen Huang Just Gave Investors 1 Incredible Reason to Buy Nvidia Stock Hand Over Fist.

I'm not saying TSMC is a bad company. They're clearly good at what they do. But betting against Nvidia right now? That's just plain dumb. They're not just making chips; they're building the future of AI. And that's worth a hell of a lot more than a "safe" investment.

Then again, maybe I'm just blinded by the green glow of Nvidia's stock price. Maybe I'm missing something. But I doubt it.

This "Safe" Bet Ain't Worth the Paper It's Printed On