NVDA Stock Rebounds But Remains Below Key Support For Second Session: Retail Sees Massive Upside

• NVIDIA is struggling to reclaim a key technical ground after slipping below its 200-day moving average on Friday.
• Taiwanese outlet cnYES reported that NVIDIA is revising the design of its Feynman AI chips due to limited production capacity on TSMC’s advanced A16 process.
• NVIDIA has outperformed all but two of its ‘Mag 7’ peers so far this year.

NVIDIA (NVDA) struggled below key technical levels, with the stock staying under its 200-day moving average. It had breached this for the first time since May 2025 in the previous session.

Despite slipping below a crucial level, NVDA stock rebounded more than 2% on Monday as the chipmaker doubled down on its long-term AI ambitions. 

Source: TradingView

Meanwhile, retail sentiment for NVDA on Stocktwits turned ‘neutral’ from ‘bullish’ a day earlier.

What Did Stocktwits Users Say?

Chatter was mixed. One user said the stock is overdue for a 40%-70% run.

Another user cited broader market weakness as the cause of the stock’s underperformance.

Despite trending down, NVDA shares have outperformed all but two of its peers in the “Magnificent 7” group so far this year. The stock declined 5.8% so far in 2026. Only Google (-5%) and Apple (-5.3%) fared better.

Partnership with Emerald AI To Develop AI Factories

On Monday, the chipmaker teamed up with Emerald AI and energy firms including AES Corporation (AES), Constellation Energy (CEG), Invenergy, NextEra Energy (NEE), Nscale Energy & Power, and Vistra Corp. (VST) to develop a new class of AI factories.

The facilities are designed to connect to power grids more quickly and can also operate as flexible energy assets to support grid stability. The AI factories will rely on co-located power generation and storage to bring capacity online quickly before transitioning to full grid integration.

NVIDIA’s Feynman AI Chips Production Under Pressure

Earlier on Monday, Taiwanese outlet cnYES reported that NVIDIA is revising the design of its upcoming Feynman AI chips due to limited production capacity on TSMC’s advanced A16 process. NVIDIA was earlier expected to be the lead customer for TSMC’s 1.6nm node, slated for mass production later this year. However, capacity constraints are now forcing a shift in strategy.

Under the potential revised plan, only the most critical chip components will use the A16 process, while other parts will be produced using the older N3P (3nm) node.

NVIDIA has also been in the spotlight after the U.S. indicted three individuals linked to Super Micro Computer Inc (SMCI), including co-founder Yih-Shyan Liaw, over their alleged involvement in a scheme to smuggle $2.5 billion worth of NVIDIA equipment into China.

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