$NVDA 20280121 160.0 CALL$ NVD

NVDA PMCC Wk6 Update

Another turbulent week for the stock market with the unwinding of Japan Yen carry trade, NVDA's spectacular earnings and dimming hopes of rate cuts in Dec.

Sold calls yesterday when we had a good run up and went to bed. Woke up to a big surprise on my P&L. At least my calls helped to cushion the way down.

Investment is a game that rewards patience and punishes emotions. If you cannot handle loss on a 10k account, you will never be able to handle a 100k account.

Modified in.2025-11-22

H200 China Sales Near Confirmation: Can Nvidia's Rally Last?

Plans to sell the H200 to the Chinese market are now largely confirmed. NVIDIA has informed Chinese clients that it plans to begin delivering H200 chips around mid-February 2026. Total shipments are expected to reach 5,000–10,000 module sets, equivalent to roughly 40,000–80,000 H200 chips. NVIDIA shares rose 3% yesterday. With H200 sales acting as a catalyst, can this rebound be sustained? At current levels, is NVIDIA undervalued or already overvalued?

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