Time in the market beats timing the market 

NVIDIA a bit overvalued, wait n see

NVDA $200 🔥 TSLA $600 🔥

Very interesting insight 

 I strongly believe in $NVIDIA(NVDA)$ coming into the new year. Its a great potential growth company.

$NVIDIA(NVDA)$ H200 China sales still hinges on demand from customers in China, though Nvidia reportedly saw strong interest in its H200 AI processors. So there have been news of Huawei Ascend 910C Accelerator challenging Nvidia H200. If you have been dabbling with AI development, one would look at maturation of the technology, adaptation of current AI model and infrastructure to any new hardware (e.g. Chips). So in this article, I would like to share what I think of the current situational and investment-oriented assessment of Nvidia’s H200 China sales prospects, the competitive positioning of Huawei’s Ascend line (especially the 910C), and the implications for Nvidia’s longer-term dominance with CUDA and overall AI infrastructure leadership. Chi

Reading the news, it seemed like the Chinese government was trying to prevent h200 chip sales from properly happening, in part to avoid reliance on nvidia (and western companies as a whole) and in part to encourage their local manufacturers to produce something competitive enough. Unsurprising considering China has seen how volatile the US president is and they themselves like to string their trade partners up high and dry to get their way. It is absolutely terrible that countries do not play nice and hse trade between one another as a cudgel to whack one another to get whatever they want. This only serves to cut efficiency of using resources and serves to fragment the world. I am curious if nvda has had any expression of interest by China companies, or are they simply believing in th

Chinas purchase could force USA hand, trump could easily step in the way or punish the deal forcing shaky value growth imo. 

Feels like another attempt to keep the market floating upwards

Temporarily measures to keep the US economy humming, whilst China is playing catch up A time will come when China will just dump H200 chip. 

Hopefully this is the right move

1. China H200 ship-ups and catalyst potential Plans to begin delivering H200 AI chips to China around mid-February 2026 are now widely reported. Initial shipments are expected to comprise roughly 5,000–10,000 module sets, equivalent to approximately 40,000–80,000 chips, subject to Chinese regulatory approval. The move follows a reversal in U.S. export policy that permits H200 sales to “approved customers” with a 25% revenue share for the U.S. government. These shipments would mark the first major resumption of Nvidia’s AI chip exports to China after prior bans.  From a demand perspective, the China market represents a meaningful addressable opportunity for Nvidia given the scale of AI adoption among hyperscalers and cloud providers there. Analysts estimate H200 sales could add materia

From my perspective, confirmation that NVIDIA plans to resume H200 deliveries to China around mid-February 2026 is a meaningful near-term catalyst. The expected 5,000–10,000 module sets—equivalent to roughly 40,000–80,000 H200 chips—won't redefine NVIDIA's global revenue base on their own, but they clearly help stabilize expectations around China exposure. After months of uncertainty driven by export controls, even partial normalization reduces downside risk and improves visibility, which explains why the stock reacted positively with a 3% gain. That said, I see the China H200 story more as a confidence booster than a structural growth re-acceleration. The volume involved is material, but not transformative compared with hyperscaler demand in the US, Middle East, and Europe. What matters m

Nvidia Best Buy 2026

Yess. AI will slowly be monetized by companies as the technology matures. We have only scratched the surface. I have been using AI throughout 2025 for work, personal life like learning and holiday planning. I'm sure companies are finding ways to get am edge by using AI. $NVIDIA(NVDA)$  Is at the fore front of it all. CUDA ecosystem is like a moat. As other companies try to gain market share, NVDA growth will still carry on. NVDA will not stay still. At this price, it's a steal and without doubt 200 will be broken in 2026

🤖 AI Is Quietly Crossing the Point of No Return — And the Market Is Still Debating Valuation 🏦 Bank of America CEO Brian Moynihan just made a statement that deserves far more attention: AI is now having a meaningful impact on the U.S. economy. This matters because markets don’t reprice themes — they reprice economic forces ⚙️📈 When CEOs start describing AI in economic terms, not innovation buzzwords, we’re no longer in a “story phase”. We’re entering an execution phase. ⸻ 📊 Why JPMorgan’s “conservative pricing” comment isn’t crazy On the surface, AI stocks look expensive. Under the hood, expectations are still… modest. What’s largely not priced in 👇 • 🚀 AI inference demand beyond Big Tech • 🏢 Enterprise-wide AI deployment becoming default • 🌍 Sovereign & national AI infrastructure spen

1. Will AI Continue as a Dominant Investment Theme in 2026? Strong consensus among major strategists and market outlooks suggests that AI will remain a central theme driving investment flows and economic growth into 2026. Economic Growth and Corporate Capex • Large financial institutions, including Bank of America, highlight that AI investment has meaningfully contributed to current US economic growth and is expected to continue growing in 2026, potentially becoming a more significant driver of productivity and capital spending next year. � • BlackRock’s outlook also points to AI capital expenditure supporting economic growth next year, at three times historical averages. � Market Strategy and Asset Allocation Views • Several brokerages and analysts believe AI will cement itself as a core

$NVIDIA(NVDA)$ Bank of America's top boss Brian Moynihan just dropped a game-changer, highlighting how AI's grip on the US economy is ramping up big time. He pointed out that AI investments have been building steam all year, setting the stage for massive growth kicks in 2026 and beyond. With the domestic economy forecasted to hit 2.4% growth next year, up from 2% in 2025, Moynihan sees AI as the secret sauce supercharging margins and productivity across sectors. This isn't fluff – it's backed by real momentum, with AI weaving into everything from banking ops to consumer trends, turning soft spots like labor cools into opportunity goldmines. JPMorgan chimes in too, arguing that AI companies' market pricing stays conservative despite the hype, leavi