$NVIDIA(NVDA)$ I made an additional investment in NVIDIA (NASDAQ: NVDA) following the U.S. approval of H200 processor exports to China, albeit with a 25% fee. This strategic compromise safeguards national security while maintaining America’s leadership in AI, according to President Trump. While Blackwell chip exports remain restricted, the deal prevents a full ban that could have accelerated Huawei’s dominance in China’s AI sector. I view this as a positive development for NVIDIA’s international growth, signaling sustained demand in China and mitigating downside risks from regulatory uncertainties, making it an opportune moment to increase exposure.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 179.53 0 | -2.42% Holding |
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