Shyon
07-15
I think Nvidia $NVIDIA Corp(NVDA)$ will close at $180 this week.

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!

@TigerStars @Tiger_comments

Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?
Nvidia’s Q2 revenue rose over 55%, but revenue in China dropped sharply by 24%, wiping out $93B in market value. After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180. This time, the earnings aren’t actually bad — the recent surge just front-loaded the gains. 1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level? 2. What’s your choice — is it ever too late to buy Nvidia? 3. How will AVGO affect Nvidia stock price?
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