NVIDIA at 185: Profit or Hold? Here Is the Real Story

Isleigh
12-03

NVIDIA's rebound to 185 is not just a bounce. It is a stress test of market conviction after weeks of AI volatility. The CFOs denial of an AI bubble aligns with the data. AI chip supply is still absorbed by new data center construction rather than replacement cycles. This means the demand curve is still expanding, not plateauing.

Here is the key metric to watch: global data center capex is projected to reach 3 to 4 trillion by 2030. If this trajectory holds, NVIDIA remains the primary beneficiary across GPUs, networking, and accelerated computing. Valuations look rich on the surface, but the growth runway has not peaked.

Short term, 185 to 190 is a resistance zone tied to ETF outflows and rotation into small caps. Medium term, if earnings revisions stay positive, NVIDIA can reclaim 200 with momentum from cloud partners and sovereign AI programs.

I am holding this name into 2026 unless the macro breaks. Structured profit taking only makes sense if you are overweight and need to rebalance.

Not financial advice. Trade wisely, Comrades.

BofA Goes Bullish, H20 Sales May Lift — Is $180 a Buy?
According to Reuters, China’s demand for H200 chips has already exceeded NVIDIA’s current production capacity, and the company is evaluating an increase in H200 output. However, NVDA still traded lower during Friday’s session. Nvidia’s path to selling in China has been turbulent—can the resumption of China sales help boost its revenue? And can this mark the end of Nvidia’s recent decline?
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Comments

  • Mortimer Arthur
    12-03
    Mortimer Arthur
    NVDAs low ..of $169.25 hit November 25th is a bottom…. ladies and gentlemen…..We have hit Bottom IMHO….
    • Isleigh: 
      My hope is for NVDA to reclaim $200 soon!
  • Valerie Archibald
    12-03
    Valerie Archibald
    I'm going to reiterate, December is going to be great for NVDA. Maybe even better than I expected.

    • Isleigh: 
      $200 and beyond!! Come on!!
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