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$NVIDIA(NVDA)$
$NVIDIA(NVDA)$
As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.
ByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say
Reading this just warms my heart. Nvidia has opened the door to a golden age!
Nvidia Stock Rises. The Road to Sales in China Opens Up
$NVIDIA(NVDA)$
Best news of the day!
Nvidia Considers Increasing H200 Chip Output Due to Robust China Demand, Sources Say
$NVIDIA(NVDA)$
Great article, would you like to share it?
Nvidia Says Its GPUs Are a "Generation Ahead" of Google's AI Chips
More and more good news for Nvidia!
Nvidia Aims to Begin H200 Chip Shipments to China by Mid-February, Sources Say
I expect a rebound because Nvidia's fundamentals remain amazing by any measure and pullbacks are being driven by somewhat irrational fear. The highly positive mid‑term/longer-term AI and data‑centre thesis does not change for Nvidia. Semis are inherently cyclical so these kinds of pullbacks are part of owning the winners in this space. Keep holding through the noise!
This is fantastic news for Nvidia!
US Launches Review of Advanced Nvidia AI Chip Sales to China, Sources Say
Average target price is $232 and highly expected to beat forecasts on Nov 19! Nvidia is an undervalued gem at the moment. Should return to $210 within the next week or so.
I believe in a bottom up approach as it means starting with the business, not the macro story: digging into a company’s products, balance sheet, cash flows and competitive moat, then asking whether management can compound value over years, regardless of market noise. This is why I continue to buy into Nvidia for instance despite the recent volatility.
This perspective rightly calls out “AI bubble” talk as absolute nonsense, pushing back against the lazy headline narrative by grounding the discussion in capital structure realities and cash flow discipline; AI is being built on real earnings power, strong balance sheets and robust enterprise demand, so the task for everyone is not to panic at every drawdown, but to distinguish normal cyclical volatility from any true deterioration in cash flows or credit quality.
Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow
$NVIDIA(NVDA)$
Undervalued Nvidia shares indeed. Looking forward to the inevitable rally
Nvidia's Stock Is Almost Historically Cheap - And That's A Good Sign For Bulls
Finally!
Nvidia and AMD Shares Rise 2%, Intel up 1% As US to Allow Nvidia H200 Chip Shipments to China, Trump Says
$NVIDIA(NVDA)$
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