NVIDIA at 185: Profit or Hold? Here Is the Real Story

Isleigh
12-03

NVIDIA's rebound to 185 is not just a bounce. It is a stress test of market conviction after weeks of AI volatility. The CFOs denial of an AI bubble aligns with the data. AI chip supply is still absorbed by new data center construction rather than replacement cycles. This means the demand curve is still expanding, not plateauing.

Here is the key metric to watch: global data center capex is projected to reach 3 to 4 trillion by 2030. If this trajectory holds, NVIDIA remains the primary beneficiary across GPUs, networking, and accelerated computing. Valuations look rich on the surface, but the growth runway has not peaked.

Short term, 185 to 190 is a resistance zone tied to ETF outflows and rotation into small caps. Medium term, if earnings revisions stay positive, NVIDIA can reclaim 200 with momentum from cloud partners and sovereign AI programs.

I am holding this name into 2026 unless the macro breaks. Structured profit taking only makes sense if you are overweight and need to rebalance.

Not financial advice. Trade wisely, Comrades.

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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Comments

  • Mortimer Arthur
    12-03
    Mortimer Arthur
    NVDAs low ..of $169.25 hit November 25th is a bottom…. ladies and gentlemen…..We have hit Bottom IMHO….
    • Isleigh: 
      My hope is for NVDA to reclaim $200 soon!
  • Valerie Archibald
    12-03
    Valerie Archibald
    I'm going to reiterate, December is going to be great for NVDA. Maybe even better than I expected.

    • Isleigh: 
      $200 and beyond!! Come on!!
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