NVIDIA Corporation ($NVDA) is facing scrutiny following indications of a potential profit warning. Analysts and traders are discussing the implications of a 'semi rotation' in the market, with mentions of other semiconductor stocks such as $SMH, $SOXS, and $AVGO. There are suggestions that NVIDIA may be attempting to secure orders for upcoming products amid concerns about its current offerings. Speculation about the company's direction has intensified, particularly in light of its recent performance and market conditions. The discussions reflect a broader trend in the semiconductor sector, as investors weigh the future of key players in the industry.