$NVIDIA(NVDA.US)Nvidia getting attention again after Jensen Huang’s China visit makes sense — market reads it as “demand still huge, channels still active, story not over.” That immediately pulls flows back into the AI leader trade.

Question now isn’t whether momentum exists, it’s how crowded it gets. Near highs, these moves can extend much longer than people expect, especially if capex narratives stay strong.

But once NVDA turns back into the consensus trade, upside becomes more reflexive and fragile at the same time.

@Bridge Buzz SG