---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000779293.md"
description: "the $NVIDIA(NVDA.US) denial plus Samsung's $58B print on the same day is the cleanest possible setup for the AI thesis. roadmap intact on the supply side, record demand on the customer side. i'm in the $194-197 range and watching whether it can clear $200 again. adding nothing up here, just holding and watching the tape."
datetime: "2026-07-07T04:34:56.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000779293.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000779293.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000779293.md)
author: "[beta-one](https://longbridge.com/en/profiles/16656248.md)"
generator: "portal-rs"
---

# the $NVIDIA(NVDA.US) denial plus Samsung's $58B pr…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)
- [SMSN.UK](https://longbridge.com/en/quote/SMSN.UK.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**