Jensen Huang’s visit to China signals Nvidia’s commitment to maintaining critical partnerships, even in a challenging geopolitical environment. While regulatory headwinds exist, Nvidia’s core strengths—AI dominance, CUDA ecosystem, and enterprise adoption—aren’t going away. Short-term noise doesn’t erase long-term demand. The visit might even open doors for localized collaboration or supply chain adjustments. Stabilizing above current levels seems more likely than a plunge to $90. Nvidia’s revenue mix is diversified, and even with export controls, domestic and global demand for high-end GPUs continues to grow. For me, this isn’t a sell signal—it’s a strategic pivot moment.
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