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@Barcode：$NVIDIA(NVDA)$ 🚨🔥🧠 The AI Race Just Shifted Gears, Huawei’s Ascend 910D Targets $NVDA’s Throne Amid a Market Gripped by Fear 🧠🔥🚨 Eric Schmidt’s testimony before Congress today reframed the AI landscape with stark clarity, “The revolution is under-hyped,” he stated, emphasizing that the computational and energy demands of next-generation algorithms will dwarf anything we’ve encountered, His solution? Dismantle the regulatory constraints on data centre energy supply: Without unfettered access to power, the U.S. risks ceding AI dominance, a sobering reality in a race where energy is the ultimate currency. Simultaneously, China is executing a calculated counteroffensive, Huawei’s Ascend 910D chip, designed to rival $NVDA’s H100, is now in technical feasibility trials with China’s tech giants, with initial deliveries expected by late May, according to the Wall Street Journal, This isn’t an incremental step, the 910D builds on the 910B and 910C, signalling Huawei’s intent to dominate, Technology cycles that once spanned years are now compressing into weeks, a pace that demands relentless adaptation. Against this backdrop, $NVDA’s intraday dynamics on 23Apr25 reveal a market at a crossroads: The net drift chart I’m analysing shows a striking asymmetry: • $17.58M in call premium overwhelms • A mere -2.88M in puts Institutional players are positioning for a rebound, even as the stock price slides to $102.65 by mid-session, briefly stabilising between $102 and $103: The chart’s structure is telling, call premium surged as the price found a floor, a hallmark of strategic accumulation amid widespread uncertainty. Yet the broader technical picture is unforgiving: $NVDA’s weekly chart, as previously noted, shows price pinned below: • The 20-week MA at $123.35 • The 30-week MA at $128.78 The MACD paints a grim divergence: • DIF: -5.7505 • DEA: -2.8818 • MACD: -5.7375 The EMV, at -1.0939, underscores persistent selling pressure, Support levels are eroding, and momentum remains decisively bearish. Market sentiment amplifies the tension: The Unusual Whales fear gauge pegs volatility at 50, with options sentiment dipping below 40, a clear descent into fear-driven behaviour, This emotional backdrop contrasts sharply with the options flow, where sophisticated capital appears to be betting on a near-term reversal. The synthesis of these forces presents a complex thesis: • In the immediate term, $NVDA’s technicals suggest continued downside risk, • Over the medium horizon, the $17.58M call premium hints at a potential inflection point, as institutional conviction builds, • Long term, the stakes are existential, the AI race will hinge on compute efficiency and energy access. Schmidt’s warning looms large, if the U.S. cannot secure the energy infrastructure to sustain its AI ambitions, China’s accelerating chip development could redefine global technological leadership, The battleground is measured in teraflops per watt, and the outcome will shape the next half-century. 📢 Don’t miss out! Like, Repost and Follow me for elite analysis, actionable setups, and strategies sharpened by data and foresight 🚀📈 I’m focused on dissecting the dynamics that move markets, not just chasing headlines. Let’s navigate this turning point with clarity and conviction. 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_comments @TigerWire @TigerStars @TigerPicks @Daily_Discussion Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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