White House Invitation: What Will Nvidia Ramp Up Investing in US Mean?

Around his first 100 days in office, Trump is planning to host an event at the White House to promote investment in America, with senior executives from companies such as Nvidia set to participate. ------------- Can Nvidia manage to solve the problem and safeguard its status in the semi industry? How much will Huawei's new chip affect Nvidia? Will Nvidia ramp up US investment? How will this mean to the stock?

avatarPigpen
14:29
$NVIDIA(NVDA)$  nothing. The entire sectors toxic for the time being. 
avataryourcelesttyy
04-29 04:14

Nvidia’s White House Spotlight: A Game-Changer for Semiconductors?

$NVIDIA(NVDA)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ As President Trump marks his first 100 days, a high-profile White House event on April 29, 2025, is set to spotlight U.S. investment, with Nvidia’s senior executives among the attendees. This “Investing in America” event aims to showcase Trump’s push for domestic growth, but for Nvidia, the stakes are sky-high. Caught in the U.S.-China trade war crossfire, Nvidia faces export curbs, a $5.5 billion Q1 hit, and rising competition from Huawei’s new AI chip. Can Nvidia secure its semiconductor throne, ramp up U.S. investment, and weather the storm? Let’s break down the implications for Nvidia and its stock. Nvidia’s
Nvidia’s White House Spotlight: A Game-Changer for Semiconductors?

NVIDIA Eyes Key 117 Level – Breakout or Rejection?

$NVIDIA(NVDA)$ Technical Analysis NVDA has been in a short-term downtrend, forming lower highs and lower lows. Current resistance is in the 114–117 zone. A break above 117 would signal a reversal of the short-term downtrend. Price is still below the highlighted resistance, suggesting sellers are still in control for now. Support zone lies between 90–95. If price fails to break above 117 and turns down, retest of 90–95 support zone is possible. Using DLCs for Short-Term Trading on NVDA Traders can use Daily Leverage Certificates (DLCs) to capture short-term price movements in NVDA. If the price breaks above 117 with strong momentum, long DLCs (e.g. $NVDA 3xLongSG261006(NVIW.SI)$ )will likely gain in val
NVIDIA Eyes Key 117 Level – Breakout or Rejection?
avatarJimmyHua
04-29 04:32
$NVIDIA(NVDA)$ Nvidia (NVDA) being invited to the White House signals just how crucial the company has become to U.S. strategic interests.If Nvidia ramps up investment domestically, it could reshape the entire tech supply chain:AI Sovereignty: U.S. dominance in AI hardware could strengthen, reducing reliance on overseas manufacturing (think Taiwan, South Korea).Massive Capital Inflows: Expect more data centers, fabs, and AI hubs in the U.S., pulling talent and capital toward Nvidia-led ecosystems.Policy Tailwinds: With government backing, Nvidia might access incentives, grants, and fast-tracked approvals that turbocharge its growth.Bottom line: This isn't just good for NVDA stock — it's a potential turning point for U.S. tech leadership on the glo
avatarJimmyHua
04-29 04:33
$NVIDIA(NVDA)$ The headlines sound exciting — Nvidia (NVDA) ramping up U.S. investment after a White House invite — but don’t ignore the risks under the surface.Higher Costs: Building and operating in the U.S. is significantly more expensive than in Asia. Margins could take a hit.Execution Challenges: Talent shortages, regulatory red tape, and supply chain bottlenecks in the U.S. could slow Nvidia’s ambitions.Political Overhang: Closer government ties could also mean closer scrutiny — think antitrust pressures or export restrictions.In short: While the optics are positive, investors should stay grounded. A bigger U.S. footprint could weigh on Nvidia's profitability before it boosts it.
avatarantiti
04-29 06:28
$NVIDIA(NVDA)$ fell as much as 4% during intraday trading after reports surfaced that China's Huawei is preparing to test its latest and most advanced AI processor, with the goal of replacing some of Nvidia’s high-end products.
avatarJimmyHua
04-28 06:05
$NVIDIA(NVDA)$ $Apple(AAPL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ $Tesla Motors(TSLA)$ Trump's bullying of Jerome Powell reveals a damaged man w/ the emotional maturity of a petulant 5-yr-old. It also shows how utterly desperate he is for someone to save him. His destruction of the US economy was completely self-inflicted.
avatarVibha
04-28 14:37
$NVIDIA(NVDA)$  sideways moment 😒 Hope this starts picking up before the earnings 🤩
avatarWendyOneP
04-28 06:02
$NVIDIA(NVDA)$ If you invested $10K in $NVDA 5 years ago, it would be worth $147K today. Which stock do you think has the same potential right now?
$NVIDIA(NVDA)$   I am actually very bullish on NVDA and expect them to beat their earnings estimate next month (May 2025). Hope it can break past $120 next month[Cool]  

NAND+Logic Boom! Lam's Conservative Outlook with Long-Term High Target​

$Lam Research(LRCX)$ 2025Q3 Earnings Outperform, Revenue and Earnings Significantly Beat Expectations, Operational Efficiency and Gross Margin Improvement Significantly, Capital Expenditures Accelerate Layout for the Future, and the Company is Optimistic for Subsequent Quarters.Core viewDual-engine growth: NAND technology upgrade (+40% QoQ) and logic chip advanced process (foundry revenue +15% YoY) together drive performance beyond expectation.Gross margin resilience: supply chain management capability is highlighted, but may face $200M-$300M/QoQ inflationary cost pressure in the future.Geo-balancing: China market revenue share is stable, showing the company's ability to flexibly deal with export control.Guidance caution: 25Q4 revenue guidance of
NAND+Logic Boom! Lam's Conservative Outlook with Long-Term High Target​

Nvidia Stock Surges Past $100: Onward to $110 or Time for a Breather?

$NVIDIA(NVDA)$ $NASDAQ(.IXIC)$ $S&P 500(.SPX)$ Nvidia’s stock has roared back to life, climbing above $100 amid a broader market rebound. Investors are buzzing with questions: Can Nvidia sustain this momentum and push toward $110, or is a pullback looming? With CEO Jensen Huang steering the company through choppy US-China chip policy waters, Nvidia’s future hinges on its ability to adapt and innovate. Let’s break it down. What’s Driving the Rebound? Nvidia’s recent surge past $100 reflects a mix of market optimism and company-specific resilience. After a period of volatility, the stock has reclaimed key ground, buoyed by a recovering tech sector. Jensen Huan
Nvidia Stock Surges Past $100: Onward to $110 or Time for a Breather?
$NVIDIA(NVDA)$  I think it will be struggling at range of  100 to 120 until a clear direction of tariff but worring the market share been taken off by the competitors.
$NVIDIA(NVDA)$  Looks bullish! Careful when investing.
avatarBarcode
04-23
$SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ 🚨🔥🧬 Split Signals, Singular Insight, Why NVDA Bulls Aren’t Flinching While SPY Puts Surge 🧬🔥🚨 While the broader market wobbled, the options market told a tale of divergence today. $SPY may have drifted into red territory, but $NVDA’s call flow held firm, sending a sharp signal that institutional conviction remains intact. 📊 $SPY, Risk-Off Tone Hits the Tape Put premium crossed call premium for the first time intraday, flipping the net drift negative with a hefty $17.54M in puts versus $11.26M in calls. That $6.28M bearish delta says it all. Volatility wasn’t just expected, it was actively priced. One glance at the net flow chart, and you’ll see wave after wa
$NVDA 20250509 115.0 CALL$ i always start to be cautious once$NVIDIA(NVDA)$  breaks $110. Make or break inflection point in my opinion? Will it continue to rally and break through $120?
$NVIDIA(NVDA)$ Nvidia at $100 might look bullish, but don’t get caught chasing. A pullback could be around the corner.Overbought Short-Term: RSI and other momentum indicators are flashing hot. After a quick rally like this, some cooling off is natural and healthy.Valuation Stretch: Even with growth, NVDA’s valuation is getting ahead of itself again. Priced for perfection = vulnerable to even slight earnings misses or macro shocks.Market Rotation Risk: If the market starts rotating out of tech and into value or defensives (especially with rate volatility), Nvidia could be the first to get hit.Profit-Taking Zone: $100–$103 has historically seen profit-taking. With many traders up double digits in a few days, expect some selling pressure to kick in.B
$NVDA 20250509 115.0 CALL$ Another quick trade, taking profit after consecutive green days in the market. Small profit always better than potential losses!!
avatarBarcode
04-24
$NVIDIA(NVDA)$ 🚨 NVIDIA BETS BIG ON OPEN-SOURCE AI AGENTS TO LEAD THE WAY IN ENTERPRISE TECH 🚨 Nvidia has launched a new platform, NeMo microservices, to help businesses build their own AI agents. The company is betting on open-source models, offering more flexibility and control for companies handling sensitive data. Nvidia’s CEO, Jensen Huang, hopes to tap into the $1 trillion AI agent market, which could replace traditional enterprise software. With key players like OpenAI and Google in the game, Nvidia’s bold move could reshape how AI integrates with business operations. Source: WSJ
avatarHarj
04-25
$NVIDIA(NVDA)$  will go pass 110
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