JimmyHua
05-08

$NVIDIA(NVDA)$ If Trump lifts chip restrictions, it could be a game-changer for Nvidia. The AI chip leader has been hampered by U.S. export bans, especially in China—a massive market. Removing these limits would open up billions in potential revenue.

Here’s why $120 isn’t just possible—it’s probable:

  • 📊 China Market Access: Nvidia’s A800 and H20 chips, tailored for China, were already selling well before the ban. Full access could turbocharge sales.

  • 🚀 Demand for AI Still Surging: Global demand for GPUs is relentless, especially in data centers and generative AI sectors.

  • 💵 Earnings Momentum: Nvidia’s recent earnings crushed expectations. With fewer restrictions, growth could accelerate further.

Nvidia near $120? With geopolitical winds shifting, it could be just the beginning.

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