$NVIDIA(NVDA)$ Nvidia just dropped a bombshell after the market closed—and the fallout is hitting AMD even harder. Let’s unpack what’s going on. At the time of recording this, Nvidia shares are down between 5.3% and 6.5% in after-hours trading, depending on when you’re watching this. Meanwhile, AMD is down even more—around 6.2%—despite the news being entirely about Nvidia. So what’s the story? Earlier today, Nvidia filed an 8-K revealing that the U.S. government has imposed new export restrictions on its H20 chips—a version of the more advanced H200, tailored specifically to comply with previous export rules for China. The H20 was Nvidia’s workaround for selling chips in the Chinese market. Well, that loophole is now closed. As of April 9, 2025, t
Nvidia Sinking: Buy-the-Dip Opportunity Again Under $100?
Nvidia Plunges 7%, Dragging Down Chip Stocks. The company faces a $5.5 billion cost due to U.S. export restrictions on its H20 chips. According to two sources familiar with the matter, former President Donald Trump’s proposed new round of tariffs could cost U.S. semiconductor equipment makers over $1 billion annually. ---------- Will tariff restrictions force NVIDIA back to $90? Is it a buy-the-dip opportunity? How do you view tariff impact on NVIDIA and semiconductors?
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