NVIDIA$NVIDIA(NVDA.US)
I am still confident in NVDA over the long term. The $2B investment in CoreWeave shows they’re serious about expanding data center capacity.
Near term, China H200 chip approvals remain uncertain, which adds some volatility. If that clears up, the upside could be huge.
Fundamentals remain solid, short term swings are just part of the story.
@Bridge Buzz SG
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