With the H20 license officially approved and China orders flowing again, Nvidia’s China strategy has clearly paid off. Jensen Huang’s ability to navigate both Washington and Beijing—meeting Trump on one hand and showing up at the China Chain Expo on the other—signals a masterclass in geopolitical balancing. The fact that he secured an indefinite export license for the H20 speaks volumes about Nvidia’s long-term positioning in China, especially with ByteDance now emerging as a top customer.
The demand from China, especially after the LLM frenzy and DeepSeek’s explosion, is nothing short of massive. $16 billion worth of chips in Q1 alone is a staggering figure, and this could very well mark the beginning of a strong earnings cycle. Combine that with the symbolic momentum of Jensen rocking his leather jacket, it feels like another breakout moment is brewing. That’s why I’m going with $180!
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.
- 1PC·07-16Wow 😳😮 $180 🤯 lets go 🚀🚀🚀 @JC888 @Barcode @Shernice軒嬣 2000 @yourcelesttyy @koolgal1Report