$NVIDIA(NVDA)$ Looks like Nvidia is finally joining the Santa rally! With so much positive news (Nvidia starting H200 shipments to China from mid-Feb 2026, Nvidia's Intel investment obtaining approval, Nvidia's collaboration with Synopsys, the next-generation Rubin chips slated for release in about 6 months etc.), Nvidia is definitely an undervalued gem!
Reading this just warms my heart. Nvidia has opened the door to a golden age!
Nvidia Stock Rises. The Road to Sales in China Opens Up
$Nvidia(NVDA)$ was gaining early on Friday. The chip maker looks to be nearing official U.S. permission to export artificial-intelligence chips to China.Nvidia shares were up 1% at $176 in premarket...
US Launches Review of Advanced Nvidia AI Chip Sales to China, Sources Say
EXCLUSIVE-US launches review of advanced Nvidia AI chip sales to China, sources sayTrump administration move could pave way for Nvidia H200 chip sales to ChinaCommerce Department sends license applications for interagency reviewConcerns remain over chips boosting China's military and AI capabilitiesBy Alexandra Alper
I expect a rebound because Nvidia's fundamentals remain amazing by any measure and pullbacks are being driven by somewhat irrational fear. The highly positive mid‑term/longer-term AI and data‑centre thesis does not change for Nvidia. Semis are inherently cyclical so these kinds of pullbacks are part of owning the winners in this space. Keep holding through the noise!
This perspective rightly calls out “AI bubble” talk as absolute nonsense, pushing back against the lazy headline narrative by grounding the discussion in capital structure realities and cash flow discipline; AI is being built on real earnings power, strong balance sheets and robust enterprise demand, so the task for everyone is not to panic at every drawdown, but to distinguish normal cyclical volatility from any true deterioration in cash flows or credit quality.
Goldman Sachs Asset Management: AI Funding Concerns Overblown, Trillion-Dollar Capex Backed by Tech Giants' Cash Flow
Goldman Sachs Asset Management's Sung Cho, Co-Head of Technology Investing and U.S. Fundamental Equity, recently conveyed a reassuring message during a discussion with Scott Wapner: the widespread...
Nvidia Considers Increasing H200 Chip Output Due to Robust China Demand, Sources Say
EXCLUSIVE-Nvidia considers increasing H200 chip output due to robust China demand, sources say Dec 12 (Reuters) - Nvidia NVDA.O has told Chinese clients it is evaluating adding production capacity for
As I've reasoned in an earlier comment, there is substantial demand from Chinese companies for a chip that is considerably more advanced than anything available in the domestic market and this deal was worked out at the highest level of both countries! All I can see is upside for Nvidia.
ByteDance, Alibaba Keen to Order Nvidia H200 Chips After Trump Green Light, Sources Say
(Reuters) - ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the...
Nvidia and AMD Shares Rise 2%, Intel up 1% As US to Allow Nvidia H200 Chip Shipments to China, Trump Says
Nvidia shares rise 2% in after-hours trading after Trump's announcementConcerns over AI chips aiding China's militaryTrump says same approach will apply to AMD, IntelThe U.S. government will allow...