[Game] Jensen Got H20 Back! Will Nvidia Close at ___ This Friday?
On July 15, according to official news from Nvidia, the company has received approval for H20 sales licenses in mainland China and launched a brand-new, fully compatible RTX PRO GPU for the Chinese market.
Jensen Huang has been invited to attend the 3rd China Chain Expo, which opens on July 16, and a photo of his meeting with $XIAOMI-W(01810)$ Lei Jun has also surfaced.
Despite Beijing’s scorching 40°C heat, Mr. Huang still wore his iconic leather jacket.
Jensen handled Trump and got H20 back!
So far this year, Jensen Huang has visited China three times, repeatedly emphasizing the importance of the Chinese market. It’s worth noting that before this visit, he had already met with Donald Trump.
“In Washington D.C., Jensen Huang met with Trump and policymakers to reaffirm Nvidia’s efforts in supporting the government’s job creation initiatives and maintaining U.S. leadership in AI,” said an Nvidia spokesperson.
The H20 is a product customized for mainland clients based on the Hopper architecture at the end of 2023 and was shipped in large volumes starting 2024, replacing the H800 chips restricted by export controls. On April 15, Nvidia filed with the SEC, stating that it had received an indefinite export license for the H20 on April 9.
ByteDance becomes Nvidia’s second-largest client? Chinese companies purchased $16 billion worth of chips!
Driven by China’s large language model boom and DeepSeek’s viral success during Lunar New Year, the H20 has seen a rush of orders from clients.
In December 2024, The Financial Times, citing Omdia data, reported that Microsoft had purchased 485,000 Nvidia Hopper chips in total in 2024, with ByteDance ranking second with 230,000 units. In April, Reuters reported that Chinese tech firms bought over $16 billion worth of H20 chips in Q1 2024, a scale that even surpassed Nvidia’s total business in some Western markets.
With Jensen settling things with Trump and Chinese sales now unlocked, is Nvidia about to take off again?
Where will Nvidia close this week?
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I think Nvidia will close at $170.
The reward is based on the rounded number. For example, if Nvidia closes at $170.25, coins will be distributed based on the $170 prediction.
🕒Event Time:
2025.7.15 - 2025.7.18 12:00 SGT
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With the H20 license officially approved and China orders flowing again, Nvidia’s China strategy has clearly paid off. Jensen Huang’s ability to navigate both Washington and Beijing—meeting Trump on one hand and showing up at the China Chain Expo on the other—signals a masterclass in geopolitical balancing. The fact that he secured an indefinite export license for the H20 speaks volumes about Nvidia’s long-term positioning in China, especially with ByteDance now emerging as a top customer.
The demand from China, especially after the LLM frenzy and DeepSeek’s explosion, is nothing short of massive. $16 billion worth of chips in Q1 alone is a staggering figure, and this could very well mark the beginning of a strong earnings cycle. Combine that with the symbolic momentum of Jensen rocking his leather jacket, it feels like another breakout moment is brewing. That’s why I’m going with $180!
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$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Tesla Motors(TSLA)$ 📈🅱️ U͎ L͎ L͎ I͎ S͎ H͎ 💰🔥📊🚀 Nvidia Stock Price Prediction for Friday: A Bullish Outlook 🚀📈🔥
Based on all the information available as of 15Jul25 NZT, I’m predicting where Nvidia’s stock might close this Friday. After analysing the technical trends, fundamental drivers, recent events, and market sentiment, I’m leaning heavily bullish. Here’s my breakdown and final call.
📈 Current Price and Momentum
Nvidia’s stock is currently trading at $171.355 (as of 15Jul25), up from its last close of $164.07. That’s a solid single-day gain, and the stock’s been on an incredible run; up over 18% in the past month and a staggering 170% YTD. This momentum is a key starting point for my prediction.
📉 Technical Analysis: The Chart Says “Go”
The technicals are flashing green lights🚦:
• Price Levels: The stock’s pushing past $170, with the next resistance around $180. A break above that could open the door to $190.
• Indicators: RSI is at 65, strong but not overbought (over 70 is typical). MACD just gave us a bullish crossover.
• Options Flow: Heavy call buying at the $175 and $180 strikes for 18Jul expiry. That’s likely to amplify the rally if we approach those levels.
The chart’s forming a cup-and-handle pattern, a classic bullish setup. If it confirms, I’m betting on a breakout toward $175–$180 by Friday.
🌏 Fundamental Catalyst: China Unlocks Billions
🇨🇳🇨🇳🇨🇳 The big story is China. Nvidia’s just been greenlit to sell its H20 chips, reversing earlier U.S. export restrictions. Chinese tech firms bought $16B worth of these chips in Q1 2024, and the new RTX PRO GPU for China adds more fuel.
Why it matters:
• Revenue Surge: This could add $10B to Nvidia’s topline over the next year, boosting growth to 28–30% in FY2026.
• Margin Recovery: Margins dropped to 58% in Q1 2025 (from 65% in 2024) after a $5.5B write-off. I expect recovery toward 62–64% by year-end.
CEO Jensen Huang has made 3 trips to China this year and worked the U.S. diplomacy angle hard. This is a structural breakthrough.
🚀 Macro Tailwinds: AI Boom in Full Swing
The global AI chip market is expected to grow from $45B in 2024 to $120B by 2028, and Nvidia leads the charge. China’s return as a buyer aligns perfectly, especially with firms like ByteDance hoarding chips for AI scale-up. The U.S. greenlighting H20 sales right now is a pragmatic win amid ongoing geopolitical tension.
⚡ Recent Events: Catalysts Hit This Week
The 15Jul headlines are red-hot:
• H20 sales approval + $16B in Q1 orders
• RTX PRO GPU launch for China
• Jensen’s Chain Expo appearance on 16Jul, which could drop more hints
This is all very fresh and should drive sentiment straight through to Friday’s close!
📊 Analyst and Market Sentiment
Wall Street’s on board:
• Price Targets: Goldman Sachs at $185, Citi at $190, average sits at $179.32
• Hedge Funds: Big names are piling in, and retail chatter is buzzing across forums
Options traders are hammering $180 calls, and with 8% short interest, there’s potential for a squeeze if we climb.
⚠️ Risks to Watch
Two key risks stand out:
• A U.S. ~ China escalation could change everything fast
• A broader market pullback on rates or CPI volatility could drag tech sentiment short-term
But right now, momentum and catalysts far outweigh those risks.
🎯 My Prediction
Putting it all together: I see Nvidia climbing this week.
• Starting at $171.355
• A 4.2% gain lands us at $178.50, right near analyst consensus
• If volume accelerates through $175, I think we test $180 or higher
My call: Nvidia will close at $178.50 this Friday, with an outside shot at $180 if we get a strong Chain Expo vibe or more China order headlines.
Watch $175 as your pivot. A close above it on Thursday would likely confirm the move higher. Nvidia has the wind at its back; I’m betting on a strong finish to the week.
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$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ 📈🚀🇨🇳 I’m forecasting NVDA Friday at $178.50, where confluence rules and the order book’s thrifty❣️
A breakout confirmed if we clear that $175, wiith volume and flow keeping bulls 🐂🐂🐂well alive.
Cup and handle’s in motion, MACD has crossed, RSI’s firm, no momentum is lost!
🇨🇳🇨🇳🇨🇳 China reopens, injecting deep fuel, this isn’t a guess, it’s precision and rule!
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$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Baidu(BIDU)$ 🚀🔥🎯 Nvidia’s China Gambit: $16B Unlocked, RTX PRO Ignites Stock Surge 🎯🔥🚀
Jensen Huang just pulled off a masterstroke in China, and I’m all in. The greenlight for H20 chip sales, combined with the launch of Nvidia’s RTX PRO GPU custom-built for the Chinese market, isn’t just a newsflash; it’s a high-stakes pivot that could reshape Nvidia’s growth arc for the next year. After diving into the technicals, fundamentals, and macro context, I believe we’re looking at a setup with serious breakout potential.
Let’s unpack why I think NVDA could rip into the $180s, and maybe beyond next week. I’m calling it: Nvidia will close at $178.50 on Friday, with an outside shot at $180 if the stars align, think big China order announcements or a strong Chain Expo vibe. I’d watch $175 as the key level; a close above it on Thursday could confirm the push to $180. Either way, Nvidia’s got the wind at its back, and I’m betting on a strong finish to the week.
📈 Technical Setup: Bullish Breakout in Progress
As of 15Jul25 NZT, Nvidia’s trading at $171.355, up from $164.07 at last close. That’s a clean 4.5% intraday move, pushing year-to-date gains to a staggering 170%, and +18% over the past month alone. I’m seeing multiple bullish signals aligning:
• Price Structure: The stock just reclaimed the $170 level. A daily close above $175 opens the door to $180, with $190 within striking distance if momentum accelerates.
• Indicators: RSI is sitting at 65, strong, but not overheated. The MACD has turned positive again with a clean crossover, pointing to fresh upside energy.
• Chart Pattern: I’m spotting a classic cup-and-handle on the daily. If that handle clears, the measured move points toward $188 to $190.
Call options at the $175 and $180 strikes expiring 18Jul are getting aggressively bid. With short interest at 8% of the float, it’s not excessive; but enough to trigger a momentum burst if volume spikes. The gamma setup this week looks explosive.
💰 Fundamentals: China Delivers a $10B Lifeline
The H20 was tailor-made for China’s AI ambitions, and it’s back in play. When U.S. export restrictions first hit, I thought Nvidia might face a multi-billion-dollar revenue hole. But on 09Apr25, Huang secured an indefinite export license for the H20 after lobbying Trump and key U.S. policymakers. That flipped the narrative.
• Revenue Reboot: China ordered $16B in H20 chips in Q1 2024 alone. ByteDance is projected to buy 230,000 units this year, trailing only Microsoft’s 485,000. I estimate this channel could pump an additional $10B into Nvidia’s top line over the next 12 months, lifting revenue growth from 22% to potentially 28 to 30% in FY2026.
• Margins in Recovery: That $5.5B inventory write-down in early 2025 dragged gross margin down to 58% in Q1, from 65% a year prior. But with Chinese orders flowing again, I’m forecasting a margin recovery to 62 to 64% by year-end.
• RTX PRO Launch: This is Nvidia’s ace card. The new GPU is fully compliant with U.S. trade rules and targets China’s digital twin and smart factory sectors. I’m pencilling in $2 to 3B in annual revenue upside from this alone.
This isn’t passive diplomacy; Jensen’s been on the ground in China three times this year. His Chain Expo appearance on 16Jul25 (amid 40°C heat, no less) and that leather-jacket photo-op with Xiaomi’s Lei Jun signal one thing: Nvidia is not backing down.
🌐 Macro Context: AI Demand Surging as Geopolitics Realign
Zooming out, the global landscape adds further fuel:
• AI Chip Demand: The market’s scaling fast, $45B in 2024 heading to $120B by 2028. Nvidia still owns this runway.
• US–China Dynamics: Authorising the H20 license was a calculated move by Trump’s team to maintain U.S. dominance in AI, without handing China the keys. It’s a balancing act, but one that plays directly into Nvidia’s hand.
• Sovereign AI Boom: Jensen’s “sovereign AI” pitch, emphasising local AI compute infrastructure, is resonating globally, and China’s the biggest prize. DeepSeek’s Lunar New Year demand spike only reinforces that this isn’t a one-off.
Even in a higher-rate environment, Nvidia’s 25x forward earnings multiple looks attractive when stacked against its 5-year average of 30x. The China re-entry could trigger a full rerating.
📰 Catalyst Recap: Why This Week Matters
🔥 Here’s why I’m fired up right now:
• H20 Export License (09Apr25): Brought $16B in Q1 2024 orders back into play; clear evidence of pent-up demand.
• RTX PRO GPU Launch: Nvidia is adapting at speed. This chip is compliant, competitive, and directly targets China’s industrial digitisation wave.
• Jensen’s Diplomacy: Multiple China visits in 2024, meetings with Trump and Beijing officials, and a major Chain Expo headline appearance, this is full-throttle execution.
ByteDance and Tencent are loading up. DeepSeek is fuelling a secondary demand wave. The stars are aligning.
🏦 Institutional and Analyst Positioning
• Price Targets: Goldman Sachs is at $185, Citi at $190, with the Street average at $179.32 and a high end of $250. From here, that’s roughly 10% upside; but I think those estimates are trailing reality.
• Hedge Fund Bets: Coatue’s Philippe Laffont sees NVDA hitting a $5.6T market cap by 2030. Hedge funds are rotating heavily into AI infrastructure, and NVDA is still top of the Nasdaq 100.
Even retail flows are on fire 🔥. Traders online are dialled in to Jensen’s China pivot, the RTX PRO buzz, and the scale of the H20 backlog. This narrative has legs.
🔎 My Watchlist This Week
1. $175 Close: A breakout confirmation opens clean air to $180, and possibly $190.
2. 🇨🇳 China Orders: Watch for new announcements from ByteDance, Tencent, or DeepSeek.
3. Macro Risks: Any sudden flare-up between D.C. and Beijing could inject volatility; I’ll be tracking this closely.
4. Options Dynamics: The $180 strike has magnetic potential into 18Jul expiry. A gamma pop is very possible.
5. Chain Expo Buzz (16Jul): Jensen could drop another headline moment: new partnerships, big customer deals, or export flexibility pivots.
💡 My Trade Plan
• Buy the Stock: I’m adding on dips to $165, with $190 as my short-term target. This is a high-conviction macro + momentum play.
• Options Strategy: Selling $160 puts for August to pocket premium, or running a $170/$180 call spread for directional upside.
• Hedge Protection: For long exposure, I’ll anchor with $160 puts as downside insurance. China’s a big opportunity, but still unpredictable.
📍 Conclusion: Nvidia’s China Reentry Is the Launchpad
I’m calling it, this isn’t just a rebound; it’s a reacceleration. Between the H20 unlock, RTX PRO tailwind, and Jensen’s all-out geopolitical strategy, Nvidia is making its boldest move since the original Hopper rollout. The technicals are validating the narrative, and the capital flows are following.
🎯 My near-term prediction? A close at $178.50 week, up 4.2% from $171.355. But if the Chain Expo headlines land and call momentum kicks in, we could be staring down $180+ by Friday.
This is Nvidia’s moment to reclaim the AI throne, and I’m not just watching from the sidelines. I’m on this rocket 🚀
📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀
Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀
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perhaps $175 [Thinking] [Thinking] [Thinking]
With Jensen settling things with Trump and Chinese sales now unlocked, is Nvidia about to take off again?
Where will Nvidia close this week?
🎁Join the prediction game
Each participant who guesses the correct closing price will share 1,000 Tiger Coins (evenly split).
Each participant gets 5 Tiger Coins just for joining.
The coins have been distributed and can be found under “History” in the Tiger Coin Center. Looking forward to seeing you in the next event!
However Nvidia is slightly down today on news that 2 US senators sent a letter to Huang urging him not to meet with Chinese firms linked to military or intelligence operations. There could also be some profit taking as some investors are locking in gains ahead of July 16 Beijing press conference.
However if Jensen Huang announces new partnerships or chip orders, there maybe a sharp spike.
I believe that Nvidia will close at USD 175 this Friday.
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📈🤞