$NVIDIA(NVDA)$ I added to my Nvidia position as the U.S. approval of H200 exports to China, even with a 25% fee, reduces near-term regulatory risk and preserves Nvidia’s access to a key market. The move signals a strategic middle ground that safeguards U.S. interests without triggering a full ban that could strengthen Huawei. Although Blackwell chips remain restricted, the H200 clearance supports Nvidia’s sales trajectory and reinforces its leadership in AI, making this an attractive moment to increase exposure.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 183.63 0 | -0.17% Holding |
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