ロング

NVDA Searching For Support?!?

has been making impressive strides in value since Q1 of 2025!

Beginning of April 2025 seen a Low of $86.62 and since then has done nothing but rise and continue creating Higher Highs after surpassing the previous All Time High of $153.13 at the start of the 2025 year!

Now the story seems to have changed with quite a price decline from the new All Time High of $212.19. One leading factor of this is due to the fallout between Anthropic and the War Department with Trump and his administration labeling Anthropic a "Supply Chain Risk".
-This would compel to divest from Anthropic.
tradingview.com/news/DJN_DN20260228000828:0/

If we use the Fibonacci Retracement Tool and go from the Low of $86.62 to the High of $212.19, we get a favorable 50% Retracement Level @ $149.40 .. Is this where Bulls will find Support again?! Only time will tell!!

Fundamentally, has had a great track record when it comes to Earnings and Revenue beating estimates as far back as 2020.

seems to have a new AI Processor specialized for inference they will be releasing and Open AI already having committed to being a customer and this could be the catalyst to investors seeing Revenue come in and bring value back up!
tradingview.com/news/DJN_DN20260302003676:0/

ノート

Coherent - tradingview.com/news/DJN_DN20260302004341_20260302004449:0/

Lumentum - tradingview.com/news/reuters.com,2026:newsml_L4N3ZQ194:0-nvidia-to-invest-2-billion-in-photonic-product-maker-lumentum/

entering partnership with Coherent and investing $2 Billion into Lumentum

ノート

tradingview.com/news/gurufocus:cc23d2a07094b:0-trump-weighs-75-000-h200-cap-as-nvidia-china-shipments-could-hit-1-million/

With "attempting to reengage with China AI market, Trump and his administration are looking to set a cap on Chips shipped to 75k per China customer."