Hedge. I think I would be comf

Hedge. I think I would be comfortable with 10% down from the current price point so as to hedge a bit. So around 162 or so. Last three quarters results if you see especially since Trump inauguration and probably now forgotten DeepSeek, missed deliveries because of production issues, China concerns and delivery problems etc a hedge is a good thing. Not to mention Jensen Huang selling some of his shares last few months.

Modified in.08-29

Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?

Nvidia’s Q2 revenue rose over 55%, but revenue in China dropped sharply by 24%, wiping out $93B in market value. After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180. This time, the earnings aren’t actually bad — the recent surge just front-loaded the gains. 1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level? 2. What’s your choice — is it ever too late to buy Nvidia? 3. How will AVGO affect Nvidia stock price?

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