goblintheking
12-04

If you’re considering buying the dip in NVIDIA (NVDA) or Amazon (AMZN), it really comes down to your risk tolerance and investment goals. NVIDIA is a leader in GPUs and AI chips, with enormous growth potential due to the AI boom, but its stock is highly volatile and priced for high growth, meaning it can swing dramatically on earnings or news. Amazon, on the other hand, is a more diversified and stable company, dominant in e-commerce and cloud computing (AWS). While its growth is slower than NVIDIA’s, its stock tends to be steadier and less susceptible to extreme swings. Essentially, NVDA offers higher potential upside but comes with higher risk, whereas AMZN provides steadier growth with moderate risk. For many investors, a balanced approach—buying smaller amounts of both—can capture growth while managing volatility. The choice ultimately depends on whether you’re looking for high-risk, high-reward exposure to AI (NVDA) or steadier, long-term growth (AMZN).

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?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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