Nvidia's strong results and bullish growth forecast sent Taiwan's market to a new rebound high, good news for tech investors but a reminder that single-stock bets carry more risk than spreading money around.

• Nvidia guided for much faster revenue growth next fiscal year than analysts expected, reigniting AI buying across US and Taiwan tech stocks.
• Taiwan's index jumped at the open and closed up, with TSMC and MediaTek leading and turnover back above the trillion-dollar mark.
• Rather than piling into Nvidia alone, spreading money across a US tech ETF such as 009824 — whose top holdings include Apple, Nvidia, Broadcom, Google and Micron — caps single-stock risk at 20% and still trades near its NT$10 launch price after July's selloff.
• Passive component makers surged after Samsung Electro-Mechanics raised fourth-quarter prices by up to 30%, sending Yageo and peers limit-up.
• Largan hit a record high above NT$7,000, nearly doubling in 21 trading days, while IC substrate maker Unimicron was searched by prosecutors and rushed out statements to calm shareholders.

Outlook: Taiwan's listed companies are on track for record full-year profits, and the AI-driven rally looks set to continue, though sharp swings should be expected.