$NVIDIA(NVDA)$ has proven to b

$NVIDIA(NVDA)$ has proven to be U.S. national baby, with resumption of sales of H20 to China. While it's not the top tier chip, China will just buy more. Don't forget that Saudi also has interest in the chip giant's Blackwell platform. Demand is therefore strong, and well met with production smooth sailing. Expect explosive earnings reports to follow, with margins to remain wide. $Micron Technology(MU)$ would also ride the wave, being embedded in Blackwell.

Not financial advice.

Modified in.07-15

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