I made an additional investment in NVIDIA (NVDA) following the U.S. approval of H200 processor exports to China, albeit with a 25% fee. This move represents a strategic compromise that balances national security concerns with commercial opportunities, avoiding the full ban many feared. While Nvidia’s Blackwell chips remain restricted, the decision still opens a meaningful revenue channel in China and helps sustain its leadership in AI semiconductors. With global AI demand accelerating and regulatory uncertainty partially eased, this development strengthens Nvidia’s growth outlook and reinforces confidence in its long-term market dominance.