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Breaking $NVIDIA(NVDA.US) news: Trump is considering restarting H20 sales in China (Bloomberg). What it could mean for numbers:

Back in August, Jensen said China H20 could be a $50B revenue opportunity.........

*TRUMP TEAM INTERNALLY FLOATS SELLING NVIDIA H200 CHIPS TO CHINA

BLOOMBERG: TRUMP TEAM INTERNALLY FLOATING SELLING $NVIDIA(NVDA.US) H100s TO CHINA

well, markets like it

Source: amit

Nuke it.

Pump it.

Nuke it again.

Pump it because NVDA beat.

Nuke it because the depreciation math is insane.

Pump it because AI is “too big to fail”

Nuke it hard when reality finally prices in.

Palantir caught a solid move higher Thursday morning and the reason is simple. Nvidia posted another monster quarter, crushed expectations and reminded everyone that the AI cycle is not slowing down. ......