$NVIDIA(NVDA)$

Jensen’s China visit might be more about damage control than growth. Nvidia’s reliance on high-end chip exports to China is under threat, and the U.S. clampdown is intensifying. Even if Nvidia remains innovative, its access to one of its biggest markets is shrinking. Once growth projections are revised downward, the market may correct aggressively. Don’t forget that tech stocks, especially semis, are highly sensitive to sentiment. If confidence fades, a retracement to $90 isn't unthinkable—especially if macro pressures persist. For risk-averse investors, it might be time to step back and reassess exposure before the next earnings call.