$NVIDIA(NVDA.US)
Nvidia remains strong as AI demand keeps growing and H200 GPUs stay central to data centers and enterprise AI. Its platform position looks hard to replace even if short-term price swings occur.
The main uncertainty is policy, especially China exports, which could affect near-term revenue. How Nvidia adjusts supply and product mix will matter, but the long-term growth trend looks intact.
@Bridge Buzz SG@Longbridge Singapore
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