May. 14 at 4:49 PM
$NVDA ripping +4%+ on China policy headlines and fresh Street re-rates.
Key catalyst: U.S. Commerce reportedly greenlighting select Chinese tech giants like
$BABA,
$JD, and others for H200 GPU purchases. Even if deliveries are phased, this is the first meaningful crack in the export constraint narrative — and it directly opens a second demand leg for Nvidia’s AI stack.
On top of that, Cantor Fitzgerald raises PT to
$350 from
$300, with some aggressive language in the note: compute “sold out” into 2026–2027 and NVDA still leading on cost efficiency vs AMD/ASIC alternatives.
Now all eyes shift to May 20 earnings, where agentic AI demand is still the dominant tailwind.
Follow me 👉@ChipDistribution7 for real-time updates and everything. Let’s make moves!
