🌟I believe that Semiconductors & AI infrastructure are growing faster than AI Cloud Services. While AI Cloud is seeing a massive multi year re-acceleration, the hardware layer is experiencing a surge driven by record breaking Capex from those cloud providers. AI Semiconductors' growth rate in 2025/2026 is 65% to 75%. This is due to extreme demand for Blackwell/

🌟🌟 NVIDIA $NVIDIA(NVDA)$ CUDA moat has remained largely intact.  This is due to the fact it has over 4 million registered developers & 40,000 organisations.  CUDA is at the forefront of AI development. Most developers are trained on CUDA & its documentation & community support are 10x to 20x larger than any alternative. CUDA has a flywheel which CEO Jensen Huang describes as a seif sustaining cycle where a massive installed ba

At $200, Nvidia is not an obvious “sell” level. It is a psychological checkpoint, not a fundamental ceiling. Why strength can persist Taiwan Semiconductor Manufacturing Company just validated AI/HPC demand (>60% mix), which directly feeds NVDA’s backlog visibility. NVDA still enjoys software lock-in (CUDA) + ecosystem dominance, which keeps pricing power intact. Supply remains tight in advanced packaging and HBM, supporting elevated margins. But why $200 matters It is a crowded narrative trade. Expectations are extremely high. Any sign of slowing hyperscaler capex or margin compression can trigger sharp profit-taking. Post-earnings IV crush and positioning unwinds can cause fast pullbacks even in uptrends. Practical stance If you are trading: trimming near $200 is rational, then redeplo

Yes it will, long term outlook is promising 

$NVIDIA(NVDA)$  will reclaim its all time highs as Jensen Huang mentioned in the GTC that trillions of revenue is going to happen within a year from now. That is undeniable as we see more energy, time and money is being expended in the AI development.  Why? AI is important and NVDA is the spearhead company that is leading us into the new age. 

Technically the hardware for a project like Nvidia is the basic needs be it during peaceful or war time. The mining of minerals for the hardware supplies will not just stopped because of the war but the targetted market sells and demand already registered. So a long term investment shall not looked and stopped at current market situation. The short term demand may drop but the long term needs. Market makers and players may change during which the time for certain investors were at a higher end and have no choice but to cut lost and exits. This is the time for investors that having holding power to excel well. In so doing, the sustainability momentum will further push the price higher. In considering my investment not for speculation purpose, I am of the opinion to hold for a longer periods

Likely to go below $200 by the end of the week. Be wary when trading

$Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ Nvidia has roared back to the $200 level, riding a wave of confirmation from TSMC’s blockbuster Q1 earnings that showcased robust AI compute demand, combined with broader market record highs acting as powerful macro tailwinds. 😤 This reclaim is no small feat after recent volatility — it signals that the AI infrastructure narrative remains firmly intact, with hyperscaler capex continuing to fuel insatiable appetite for Nvidia’s GPUs and custom silicon. TSMC’s strong results, including record advanced-node revenue and AI-related growth, provided direct validation that the semiconductor backbone is humming, while S&P 500 and Nasdaq records added the

More likely: consolidation with failed breakout signal, though not outright bearish reversal yet 

$NVIDIA(NVDA)$ breaking $200 is vast overconfidence. The US is unable to control the Strait and Iran will get nukes within a year. Iran has won this war,  not by firepower but have achieved strategic victories. Their regime survives and have withdtood the power of the US military. nd now they own the Strait and Trump is desperate to get a bargain but there is none. His Presidency will soon be over over and Democrats will win the mid terms . The world economy is going to disintegrate  very soon, high inflation, fuel and food shortages High interest rates and there won't be an end in site. And down the market will go. Wait and see. Sorry to be the bearer of bad news, I wznt the US to win. But as far as I can see the US can't win

False breakdown some downside ahead

Bullish, $NVIDIA(NVDA)$  

$NVIDIA(NVDA)$  it should continue it's rally this time because technically, it's EMA50 line break through above EMA 100 today. It should continue its rally except that Iran War might break out on Monday. Let's pray for Monday and Nvidia [Bless]  [Bless]  

I am not too sure about this but I would love to know more about it

Nvidia is fantasticat the moment,  but the world economic outlook looks poor. Interest rates and inflation  will       climb. Contracting economies will.  focus on energy and food.  That trillion dollars worth of  chip orders will dimish in priority also allowing time for competitors  to bring other chips to the table .

$NVIDIA(NVDA)$ nice all good.

Based on gurufocus valuation, NVDA is currently very undervalued with good financial health. Also good to know that they have some involvement in the quantum space. Would recommend a long term approach to bullish trades on NVDA, volatility in the short term is expected.

Break 200 and to the moon next!