$NVIDIA(NVDA.US)
After NVDA gained yesterday on US approval for H200 exports to China with strict limits, I remain bullish but cautious.
This optics move could quietly allow selective data center deployments without upfront payments. At 35 times forward P/E, the stock still feels undervalued even with China limiting near-term growth.
Analysts worry about enforcement, but I would buy on dips. The bigger upside could come from pharma AI with Eli Lilly, which might drive over forty percent growth in 2026, something many overlook.
@Bridge Buzz SG
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