The key catalyst for me is earnings next week. I’m also watching the Trump-China visit closely, especially reports that 10 Chinese companies may be allowed to import Nvidia H200 chips again. If confirmed, it could improve sentiment around Nvidia’s China business significantly.
So my take is: buy more gradually. I still believe Nvidia remains the backbone of the AI boom, and strong earnings plus positive China news could finally help the stock catch up with the rest of the AI sector. Valuation is no longer as stretched as before compared to many AI peers after months of consolidation.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- BonnieHoyle·05-15 18:13TOPBeen holding too, H200 China headline is the real swing factor. You averaging before earnings or waiting for the print?1Report
- 1PC·05-15 19:43TOPNice Sharing 😁 @koolgal @Barcode @JC888 @Aqa @DiAngel @Shernice軒嬣 20002Report
- CayChan·14:18China is not buying H200 chipsLikeReport