Strong demand, analyst ratings

Strong demand, analyst ratings & recent positive price movement have pushed the sentiment for NVDA to bullish. This suggests it is a potential buy-the-dip moment for long-term investors rather than a "sell-the-news" scenario. So, while there could be a gap up opening, it is unlikely to be a sell the news.

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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