With Trump pushing a national -To The Moon - Tiger Brokers Online Investing Community - To The Moon

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KKLEE
07-24

With Trump pushing a national AI agenda and companies racing to expand their infrastructure, capital expenditure is surging again — and Nvidia is back in the spotlight. After a volatile stretch, the stock is rebounding. But is this just a relief rally, or the start of a renewed bull run?

What’s Driving the Rebound?

Policy tailwinds: Trump’s AI push is expected to unlock funding, accelerate federal adoption of AI, and incentivize private sector investments — all of which mean more demand for chips.

Capex surge: Major tech firms, cloud providers, and even startups are boosting spending on GPUs, data centers, and AI infrastructure. Nvidia remains a key beneficiary at the center of this ecosystem.

Resumed China sales: Loosening export concerns and resumption of shipments to China add another spark to Nvidia’s recovery.

Is It Sustainable?

While valuation remains rich, Nvidia's earnings growth and product leadership keep justifying the premium — at least for now. If the capex cycle continues and Trump’s AI strategy gains traction, Nvidia could stay on top as the arms dealer of the AI era.

However, short-term volatility remains. Rebounds can lose steam fast without follow-through from earnings or new demand signals.

Final Thought

Nvidia’s rebound isn’t just about charts — it’s about policy, capex, and dominance in a multi-trillion dollar AI race. If the AI narrative heats up again, this rally could have real legs.

# Waiting Game: Nvidia at Highs, Add at $170 or Wait $150?

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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BelindaHaywood
·07-25
Such insightful analysis! I love it! [Heart]
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skippix
·07-25
Bullish outlook
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After the last earnings report, Nvidia pulled back and consolidated before breaking to new highs, eventually climbing to $180.\n\nThis time, the earnings aren’t actually bad — the recent surge just front-loaded the gains.\n1. Is $170 the start of Nvidia’s new bull market, or should we wait for a pullback to the $150 support level? \n2. What’s your choice — is it ever too late to buy Nvidia?\n3. How will AVGO affect Nvidia stock price?","image":"https://community-static.tradeup.com/news/f25e2d9f09c0db67168713ec61de517e"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>With Trump pushing a national AI agenda and companies racing to expand their infrastructure, capital expenditure is surging again — and Nvidia is back in the spotlight. After a volatile stretch, the stock is rebounding. But is this just a relief rally, or the start of a renewed bull run?</p>\n<p>What’s Driving the Rebound?</p>\n<p>Policy tailwinds: Trump’s AI push is expected to unlock funding, accelerate federal adoption of AI, and incentivize private sector investments — all of which mean more demand for chips.</p>\n<p>Capex surge: Major tech firms, cloud providers, and even startups are boosting spending on GPUs, data centers, and AI infrastructure. Nvidia remains a key beneficiary at the center of this ecosystem.</p>\n<p>Resumed China sales: Loosening export concerns and resumption of shipments to China add another spark to Nvidia’s recovery.</p>\n<p>Is It Sustainable?</p>\n<p>While valuation remains rich, Nvidia's earnings growth and product leadership keep justifying the premium — at least for now. If the capex cycle continues and Trump’s AI strategy gains traction, Nvidia could stay on top as the arms dealer of the AI era.</p>\n<p>However, short-term volatility remains. Rebounds can lose steam fast without follow-through from earnings or new demand signals.</p>\n<p>Final Thought</p>\n<p>Nvidia’s rebound isn’t just about charts — it’s about policy, capex, and dominance in a multi-trillion dollar AI race. If the AI narrative heats up again, this rally could have real legs.</p></body></html>","htmlText":"<html><head></head><body><p>With Trump pushing a national AI agenda and companies racing to expand their infrastructure, capital expenditure is surging again — and Nvidia is back in the spotlight. After a volatile stretch, the stock is rebounding. But is this just a relief rally, or the start of a renewed bull run?</p>\n<p>What’s Driving the Rebound?</p>\n<p>Policy tailwinds: Trump’s AI push is expected to unlock funding, accelerate federal adoption of AI, and incentivize private sector investments — all of which mean more demand for chips.</p>\n<p>Capex surge: Major tech firms, cloud providers, and even startups are boosting spending on GPUs, data centers, and AI infrastructure. Nvidia remains a key beneficiary at the center of this ecosystem.</p>\n<p>Resumed China sales: Loosening export concerns and resumption of shipments to China add another spark to Nvidia’s recovery.</p>\n<p>Is It Sustainable?</p>\n<p>While valuation remains rich, Nvidia's earnings growth and product leadership keep justifying the premium — at least for now. If the capex cycle continues and Trump’s AI strategy gains traction, Nvidia could stay on top as the arms dealer of the AI era.</p>\n<p>However, short-term volatility remains. Rebounds can lose steam fast without follow-through from earnings or new demand signals.</p>\n<p>Final Thought</p>\n<p>Nvidia’s rebound isn’t just about charts — it’s about policy, capex, and dominance in a multi-trillion dollar AI race. If the AI narrative heats up again, this rally could have real legs.</p></body></html>","text":"With Trump pushing a national AI agenda and companies racing to expand their infrastructure, capital expenditure is surging again — and Nvidia is back in the spotlight. After a volatile stretch, the stock is rebounding. But is this just a relief rally, or the start of a renewed bull run? What’s Driving the Rebound? Policy tailwinds: Trump’s AI push is expected to unlock funding, accelerate federal adoption of AI, and incentivize private sector investments — all of which mean more demand for chips. Capex surge: Major tech firms, cloud providers, and even startups are boosting spending on GPUs, data centers, and AI infrastructure. Nvidia remains a key beneficiary at the center of this ecosystem. Resumed China sales: Loosening export concerns and resumption of shipments to China add another spark to Nvidia’s recovery. Is It Sustainable? While valuation remains rich, Nvidia's earnings growth and product leadership keep justifying the premium — at least for now. If the capex cycle continues and Trump’s AI strategy gains traction, Nvidia could stay on top as the arms dealer of the AI era. However, short-term volatility remains. Rebounds can lose steam fast without follow-through from earnings or new demand signals. Final Thought Nvidia’s rebound isn’t just about charts — it’s about policy, capex, and dominance in a multi-trillion dollar AI race. 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I love it! [Heart]","text":"Such insightful analysis! I love it! [Heart]","html":"Such insightful analysis! I love it! 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