Buy Nvidia Under $250 on Trump’s China Visit and Warsh’s Dovish AI Signals
View original at finance.yahoo.com“after a $4.5 billion H20 charge in Q1 FY2026”
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Kevin Warsh's reported willingness to keep Federal Reserve policy accommodative for AI capex protects hyperscaler spending on Nvidia systems
60% confidenceOpenAI committed to 10-plus gigawatts of Nvidia systems, Anthropic to 1 gigawatt, and Meta to millions of Blackwell and Rubin GPUs
60% confidenceAny thaw on H200 exports through the Trump-Xi track is pure upside to a number already guided north of $78 billion
60% confidenceNVDA at $235.74 screens attractively; analyst rates Buy under $250
60% confidenceComputing demand is growing exponentially and the agentic AI inflection point has arrived
60% confidenceReddit retail euphoria including a viral '1240% gain on NVDA' thread is a signal that tends to precede consolidation in the stock
60% confidenceNvidia's Q1 FY2027 guidance excludes $12.5B in potential China H200/H20 revenue that could unlock if Trump-Xi trade talks produce an export carve-out
60% confidenceThe accelerating push by Tencent and Alibaba into homegrown AI chips creates competitive headwinds for the China upside thesis
60% confidenceNvidia's Q1 FY2027 revenue outlook of roughly $78.0 billion explicitly assumes zero Data Center compute revenue from China
60% confidenceHyperscaler capex commitments from OpenAI, Anthropic, and Meta are locked in and insulated from rate policy changes
60% confidence
Data points we hold from this source
| Federal Reserve · gdp | 3.75 percent_upper_bound |