Nvidia: Back In The Game, Can H20 Fuel More Gains? (Rating Downgrade)
Summary
- Nvidia Corporation rallies on China export approval, pushing H20 chip momentum and broader semiconductor sector gains.
- Valuation stretched after rapid rebound; author downgrades from buy to hold pending better entry points.
- U.S. government AI investments and export licenses could reignite long-term demand across chips and energy.
- Investor optimism is high, but patient value buyers may prefer lower multiples before reloading NVDA stock positions.
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