NVDA Those who consider NVIDIA (NVDA) undervalued appear to overlook the significant risks posed by President Trump’s America First policy. This is not a critique of Trump’s approach but rather a reflection of NVIDIA’s own strategic vulnerabilities. The company’s outsized profits have largely been driven by access to low-cost imports and high-margin exports to China, a dynamic that is directly at odds with Trump’s economic agenda. His administration prioritizes domestic manufacturing, which benefits the broader U.S. economy by fostering job creation and reducing reliance on foreign supply chains. Moreover, Trump’s push to restrict the export of advanced technologies to China, particularly in critical areas like semiconductors and AI, threatens NVIDIA’s revenue streams, given China’s substantial share of its market.
While a potential reduction in NVIDIA’s profitability may disappoint shareholders, it aligns with the long-term strategic interests of the United States. Domestic production strengthens economic resilience, and curbing technology transfers to geopolitical rivals enhances national security. NVIDIA’s current valuation, often justified by its dominance in AI and GPU markets, fails to adequately price in these policy-driven headwinds. Investors would be wise to reassess the stock’s risk profile in light of these macroeconomic and geopolitical realities.
AMZN Amazon's price action is exhibiting bearish tendencies, punctuated by a bullish gap and a recent bearish gap. Two critical zones warrant close attention:
Resistance Zone: $176.83 - $179.40 This level may experience selling pressure, potentially leading to a price rejection.
Support Zone: $170.94 - $161.72 A Volume Imbalance area is present, indicating potential buying interest and support.
Trading Strategy: Exercise caution when trading around these levels, as they may significantly influence price movement. A thorough analysis of market conditions and risk management strategies is recommended. NVDAAAPLMSFTGOOGL
NVDA dominates with a 90% share of the AI chip market and a strong track record of explosive growth. At 22x forward earnings, it’s a fantastic buy. Long term holders should not let bearish noise distract them.
NVDA When things go mad, only titans survive. I'm totally confident in NVDIA. The world needs chips in every area. In the future everything is gonna have some type of "intelligence", that is why we need semiconductors and its demand is only gonna go up. This sector could be cyclical but for me NVIDIA is like the JP Morgan of the Semiconductors. Even better than TSMC. NVIDIA is like maths and physics for engineers. When a plane flies at higher altitudes it is easier to maintain the speed because it has less resistance and it can avoid some climate problems. NVIDIA just needs to keep delivering efficiently with massive action. I'm sure it'll be one of the very least companies that will maintain its strength over the years. NDXSPYSPX
GOLD CHINA VOWS RETALIATION AGAINST COUNTRIES THAT FOLLOW U.S. CALLS TO ISOLATE BEIJING
China on Monday warned it will retaliate against countries that cooperate with the U.S. in ways that compromise Beijing’s interests, as the trade war between the world’s two largest economies threatens to embroil other nations.
China’s warning comes as U.S. President Donald Trump’s administration is reportedly planning to use tariff negotiations to pressure U.S. partners to limit their dealings with China. Trump this month paused major tariff increases on other countries for 90 days, while hiking duties further on goods from China to 145%.
“China firmly opposes any party reaching a deal at the expense of China’s interests. If this happens, China will not accept it and will resolutely take reciprocal countermeasures,” the Chinese Ministry of Commerce said, according to a CNBC translation.
The ministry cautioned about the risk to all countries once international trade returns to the “law of the jungle.” SPXNVDASILVERUSOIL
NVDA Those who consider NVIDIA (NVDA) undervalued appear to overlook the significant risks posed by President Trump’s America First policy. This is not a critique of Trump’s approach but rather a reflection of NVIDIA’s own strategic vulnerabilities. The company’s outsized profits have largely been driven by access to low-cost imports and high-margin exports to China, a dynamic that is directly at odds with Trump’s economic agenda. His administration prioritizes domestic manufacturing, which benefits the broader U.S. economy by fostering job creation and reducing reliance on foreign supply chains. Moreover, Trump’s push to restrict the export of advanced technologies to China, particularly in critical areas like semiconductors and AI, threatens NVIDIA’s revenue streams, given China’s substantial share of its market.
