highhand
12-03

$NVIDIA(NVDA)$  fair price is 210 to 220 thereabouts.

At 180, if you don't have any shares is a BUY.

If you are holding and average cost is much lower, it's a HOLD. I would only add closer to 160.

There's always stories threatening NVDA. But as of now, NVDA's eco system is a real moat and top dog. All these"bad" news will fade away with time.

BofA Goes Bullish, H20 Sales May Lift — Is $180 a Buy?
According to Reuters, China’s demand for H200 chips has already exceeded NVIDIA’s current production capacity, and the company is evaluating an increase in H200 output. However, NVDA still traded lower during Friday’s session. Nvidia’s path to selling in China has been turbulent—can the resumption of China sales help boost its revenue? And can this mark the end of Nvidia’s recent decline?
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