$NVIDIA(NVDA.US) held $200 through the whole bear-market scare and closed 203. then China cleared Alibaba, ByteDance and DeepSeek to buy H200s. the country building its own chip still lines up for Nvidia, that's the moat in one headline. still below the $235 ATH at a 21x forward P/E. holding my core, this is the last chip i'd sell.
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