Macro Highlights This WeekThe December FOMC delivered a widely expected 25bp rate cut and announced roughly USD 40bn in short-term Treasury purchases to replenish system reserves. However, the market’s real focus was not the policy action itself, but Chair Powell’s rare admission that current job growth may be “systematically overstated.”The latest dot plot shows a sharply widened divergence in views on the 2026 rate path. While the median still points to one 25bp cut, the range now spans from no cuts to as much as 150bp of easing, highlighting a lack of consensus among policymakers on the economic outlook.At the corporate level, Oracle’s earnings triggered the market’s first broad-based concern over AI capex returns. Weak cloud revenue combined with sharply higher capital spending drove t

$NVIDIA(NVDA)$ China's H200 hunger is off the charts, blasting past Nvidia's production lines and sparking talks of ramped-up output to feed the beast. ByteDance and Alibaba are lining up orders after Trump's green light, signaling a revenue revival that could add billions to the AI king's coffers. But Friday's session saw NVDA slide lower despite the buzz, closing at $175.02 on Dec 12 amid broader tech turbulence. Enter BofA's bullish reset: After a private huddle, they're sticking with Buy and a $275 target, eyeing 50% upside from today's levels on exploding AI chip demand. With China's demand overwhelming supply, this turbulent China path might finally smooth out, but tariffs loom like storm clouds. Can resumed sales supercharge revenue and sna

Such a great way to diversify 

Sure hit 250 into 2026

Buy... like Steve Jobs, Jasen Wang is the key for innovation at Nividia now😎

Yes Navida will double 

$NVIDIA(NVDA)$ $Alphabet(GOOGL)$ $Alphabet(GOOGL)$ $Tesla Motors(TSLA)$ I have spent decades analysing liquidity regimes and volatility mechanics across global markets. Today’s Tesla gamma dynamics are some of the most tactically significant I have seen in recent months. The GEX progression shows a clear transition from negative to positive dealer exposure. Early session positioning pinned $TSLA beneath the $450 call wall with negative GEX stacked from $455 to $485. As flows evolved, positive GEX rapidly expanded between $445 and $470, meaning market makers are increasingly hedging by buying strength rather than sellin

🚀 H200 Sales to China Approved: Will NVIDIA’s Revenue Double — And Is the Downtrend Finally Over? A major turning point just hit the semiconductor world. Former President Trump announced that NVIDIA will be allowed to resume sales of its H200 AI accelerator to China — a market that has historically accounted for a meaningful share of its data-center revenue. Within hours, Reuters reported that Nvidia’s shares rose 1.2% after-hours following the announcement, signaling market optimism. But the real question is: Does this unlock a new revenue wave for Nvidia, or is the China rebound already priced in? Let’s break down the significance. 📉📈 ⸻ 🌏 1. Why China Matters So Much to NVIDIA Before U.S. export restrictions began, China accounted for 20–25% of Nvidia’s data-center revenue — mainly drive

$Amazon.com(AMZN)$   $NVIDIA(NVDA)$   Key Points for Amazon and Nvidia Market News Amazon’s India Bet: Amazon committed over $35 billion to expand India’s AI and cloud infrastructure through 2030, aiming to generate 1 million jobs, quadruple exports and accelerate AI adoption among millions of small businesses as global tech giants compete for leadership in the market. Amazon Commits $35 Billion to Accelerate India’s AI and Cloud Expansion Amazon announced plans to invest more than $35 billion in India’s cloud and artificial intelligence infrastructure by 2030, deepening its long-term bet on one of the world’s fastest-growing digital

Before we jumped at the news of President Trump’s approval for Nvidia's H200 chips export to china, we might need to ask ourselves whether $NVIDIA(NVDA)$ is benefitting from this approval, and what are some factors and uncertainities we need to be aware of. The headline “approval” helps remove one big permission roadblock, but the 25% surcharge + Beijing’s likely curbs create a large accounting & commercial uncertainty that can meaningfully dent Nvidia’s reported revenue and margins depending on who legally/contractually ends up paying that 25%. In this article, I would like to share how we can walk through the mechanics, 3 quantified scenarios (optimistic / base / bearish), accounting consequences, and the exact signals to watch. What the new

H200 sales may be approved by president trump but I think China will still avoid to use it, they have huawei, Baidu's kunlun AI and others, they will consider that trump have hold them hostage once and he will do it again. So China will be worried and want to develop their own technology rather than relying the US which is so unpredictable. therefore I'm bullish with Baidu Kunlun AI chip. 

 🌟🌟🌟While Trump has recently approved the sale of Nvidia's H200 chips to "approved customers" in China, I believe that the impact on $NVIDIA(NVDA)$  sales to China, will likely be limited in the near term. Why US Approval Has Limited Impact  China's Prioritisation of Domestic Chips:  The Chinese government has a strategic goal of technological self sufficiency and actively encourages local companies to use domestic alternatives, such as those made by Huawei. Chinese authorities are discussing an approval process to limit access to the H200, requiring buyers to justify why a domestic supplier cannot meet their needs. Previous Precedent : A similar situation occured earlier in 2025 with the H20, a l

🐉 Deep Dive: Why the Return of the Dragon is NVDA’s Next Rocket Fuel 🚀 The headlines are flashing, and the after-hours market is moving. Trump has officially given the green light for Nvidia ($NVDA) to resume selling its H200 AI chips to China, subject to a 25% tariff. At first glance, some investors might worry about the tariff. But if you look deeper, this is arguably the most bullish signal we have received for Nvidia in months. We are currently sitting at $184.29, and I believe this news is the catalyst that finally ends the recent correction. Here is my full analysis on why the "China Unlock" changes everything. 👇 1. The Myth of the "Tariff Problem" 🛑➡️🟢 The Bears will argue that a 25% tariff makes Nvidia chips too expensive for Chinese buyers. This is a fundamental misunderstanding o

$Apple(AAPL)$ $Broadcom(AVGO)$ $NVIDIA(NVDA)$ I am stalking a regime change in $AAPL that could unleash asymmetric volatility as capital flees AI fragility 🎮 Fundamentals Driving Expectation I have a market that wants stability inside a chaotic AI tape. UBS reiterates Neutral with a $280 price target implying about 0.8% upside from $277.89. App Store growth is slowing but resilient at 6% YoY in November after 9% in October and 7% in September. FX added about 5%. Quarter to date is tracking near 7% reported and 6% FX neutral. December must deliver mid teens growth to print double digits which creates a high stakes comp setup. Apple quietly retired its AI chief on

What a positive news!!

nvdl

Semiconductor chips are the new oil. To be a strong country, you must have your own source and be able to control the entire manufacturing chain. Nividia is the most valuable company as it powers AI. AI is the next growth engine and we are just touching the initial areas of what it can do. There would be alot of development in this area. It's demise is greatly exaggerated.

$S&P 500(.SPX)$ $Dow Jones(.DJI)$ $NASDAQ(.IXIC)$ $NVIDIA(NVDA)$ Market mayhem just got a Trump twist – the President announced Nvidia can sell its powerhouse H200 chips to "approved customers" in China, slapping a 25% fee on revenues but unlocking a lifeline for the AI giant's battered sales path. Shares jumped 1.2% after-hours on December 9, 2025, to $187.50 from a $185.55 close, snapping a recent decline that's shaved 5% off NVDA in November amid export curbs and demand jitters. This green light isn't charity – it's a calculated crack in the trade wall, potentially boosting Nvidia's China revenue (15% of total) b