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‌$英伟达(NVDA)$  ‌What are the market's biggest concerns? First, whether NVIDIA can maintain its strong technological edge. Before the earnings call, industry insiders already knew that Jensen Huang’s highly anticipated Blackwell chip was facing production "delays." Huang had confidently stated during the Q1 earnings call that Blackwell would significantly contribute to the company’s revenue this year. However, on the day of the Q2 earnings report, CFO Colette Kress acknowledged production issues with Blackwell, indicating that the company is working on design improvements to boost output, with shipments now postponed to the fourth fiscal quarter. This has raised significant concerns about NVIDIA’s future growth. Second, whether big tech companies

‌$台积电(TSM)$  ‌