Nvidia's Reentry Into China Is The Ultimate Buy Signal

  • Nvidia's stock has surged to new all-time highs following a bullish reaction to recent developments relating to H20 shipments to China. The U.S. government's decision to grant export licenses for H20 chips removes a major overhang on Nvidia's growth. This opens up access to China's $50B+ AI market, reigniting revenue from previously stranded R&D and inventory.