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@Barcode：$NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Eli Lilly(LLY)$ 🚨🧠📊 $NVDA $200 Gamma Trap Activated as H200 Orders Unlock and $13B HBM Capex Hits the Tape 📊🧠🚨 $NVDA is locked in a multi-week compression between $180 and $190, holding above the rising 50-week and the $160.85 institutional liquidity shelf. The weekly momentum model just flipped red for the first time since September, the same regime that preceded the October vertical into $210+. With the same signal now active in January, the probability skew tilts toward a return into the $200 handle. 📈 Price is coiling inside a high-conviction accumulation range with vanna and gamma rebuilding above $190. Dealer convexity is stacked into the $200 strike, creating a reflexive upside loop if spot clears $188. Volatility remains suppressed, leaving IV and skew underpricing breakout risk as liquidity thins into the $195 to $205 air pocket. 📰 Nvidia confirmed to Reuters that no upfront payments are required for H200 chips, removing capital friction for hyperscalers and accelerating forward order flow. That liquidity unlock directly aligns with SK Hynix’s ₩19T, $13B, investment into advanced AI chip packaging and HBM expansion in Cheongju starting April 2026. 🔥 SK Hynix, alongside Samsung, dominates global HBM supply for Nvidia’s H200 platform. Rising memory prices and capacity expansion confirm AI-driven demand is outrunning supply, reinforcing Nvidia’s pricing power and backlog visibility into the December-quarter earnings cycle. Above $188 forces gamma to chase toward $200. Failure below $180 reopens the $172 liquidity pocket. Structure, flow, memory and payment terms are now aligned. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 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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