To The Moon

$NVIDIA(NVDA)$ $GraniteShares 2x Long NVDA Daily ETF(NVDL)$ $Taiwan Semiconductor Manufacturing(TSM)$ 🚨🔥📈NVIDIA $NVDA JUST BLEW THROUGH $170 FOR THE FIRST TIME IN HISTORY. Futures ripped across the board, and this is no longer just a stock breakout. It’s a strategic inflection point, driven by geopolitical clarity, tech diplomacy, and a total repricing of Nvidia’s global AI dominance.

🇨🇳 CEO Jensen Huang just confirmed that Nvidia will resume H20 GPU sales to China with US regulatory clearance reportedly in place. Alongside that, he unveiled the new RTX PRO—a fully compliant GPU designed specifically for digital twin AI in Chinese smart factories and logistics hubs. This isn’t a workaround. It’s a deliberate expansion of Nvidia’s AI footprint into the heart of Asia’s industrial engine.

Markets didn’t blink. They surged. The US Tech 100 jumped +122 points, the US 500 rose +24, and the VIX dropped 1.8% to 19.13, reflecting a sudden increase in risk-on appetite. Nvidia just turned what was a geopolitical liability into a fresh growth driver, and global capital flows are responding in real time.

This move comes with impeccable timing. It lands just as Nvidia was consolidating below resistance at $167.89. That level is now history. We printed $171.16 in overnight trading and are tracking toward the next Fibonacci extension at $173.60. If that breaks, I’m targeting $181.20 into month-end. RSI(6) is elevated at 82.56, but in vertical expansions like this, momentum can stay overbought longer than most expect.

Options flow continues to confirm institutional aggression. Over 19.5M calls traded in the past 10 sessions, with August 160, 170 and 180 strikes lighting up. Multiple block trades point to bullish positioning through earnings and into September. Dealers are likely pinned short gamma, which could fuel more upside if $173.60 triggers another wave of buying.

What’s most impressive here is the velocity of execution. Jensen has managed to bridge policy divides in both Washington and Beijing while maintaining Nvidia’s competitive edge. This is what real leadership looks like. He isn’t just selling GPUs. He’s securing Nvidia’s role as the infrastructure layer of AI for both emerging and developed economies.

The narrative has shifted. Nvidia isn’t constrained by regulation. It’s navigating around it, with precision and confidence.

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