Semiconductor chips are the ne

2025-12-09

Semiconductor chips are the new oil.

To be a strong country, you must have your own source and be able to control the entire manufacturing chain.

Nividia is the most valuable company as it powers AI. AI is the next growth engine and we are just touching the initial areas of what it can do. There would be alot of development in this area. It's demise is greatly exaggerated.

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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