$NVIDIA(NVDA)$ Yes, Trump might end chip restrictions if reelected—but assuming Nvidia will instantly rocket past $120 is risky.
Here’s why caution is warranted:
🧭 Policy Isn’t Law Yet: Trump is not in office. Until policies are officially reversed, the restrictions stand.
🇨🇳 Geopolitical Risk Remains: Even if Trump eases rules, China-U.S. relations are unstable. Tech tension could resurface anytime.
📉 Valuation Is Already Rich: Nvidia is trading at premium multiples. Much of the “AI optimism” is already priced in.
Investors banking on $120 should watch the policy developments closely—but also be prepared for volatility and policy reversals.
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