Could Nvidia's stock benefit from shifting SMCI orders?

Semiconductor companies have seen stellar performance over the last two years, owing to the revolutionary potential of widespread AI adoption. This is most apparent with stock market darling Nvidia (NASDAQ: NVDA), which has seen year-to-date (YTD) returns of 188.08%. At press time, NVDA shares are trading at $138.76, having registered a 3.61% loss over the last week due to market uncertainty.NVDA stock price YTD chart. Source: FinboldThe chipmaker is now worth roughly 12% of the United States GDP, and worri ...