$NVIDIA(NVDA.US) closed 211.80 at a new high, +4% on the cool CPI relief rally. the US granted H200 export licenses to a few Chinese firms but shipments so far are "trivial" and Q2 China DC revenue was already zeroed, so the guidance impact is basically nil. good news with no real cost. i hold my core, not chasing the breakout, but this is the cleanest large-cap in the trade.
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