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05-15 16:30

NVIDIA pushing to fresh all-time highs ahead of earnings feels different this time because the momentum is being supported by both explosive AI demand and improving geopolitical sentiment simultaneously. Jensen Huang joining high-level U.S.-China discussions sends a powerful message that NVIDIA is no longer just a chip company, but a strategic pillar in the global AI economy. The market’s relatively calm reaction despite bullish developments could actually be constructive, as it suggests institutional investors are positioning carefully rather than chasing euphorically. If earnings and forward guidance once again exceed expectations, the combination of AI dominance, massive data center spending, and potential easing of China-related concerns could give this rally far more durability than many skeptics expect.

NVDA All-Time High, PT Raised: Take Profits or Buy Before Earnings?
Nvidia surged 4.39% to a new all-time high, while Cerebras soared 68% on its IPO debut, validating AI inference chip demand. The $235 level is the key near-term pivot — a hold points to the $250 round-number target. Institutional bulls and bears are sharply divided at current levels. Will you chase the rally now, or wait for a pullback? What are your expectations for Nvidia's earnings next week?
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