Confidently bullish on NVIDIA, core logic:

Market share rebounds from the bottom: After the export share to China dropped to 0%, the lifting of restrictions on H200 has opened a window for NVIDIA to re-enter China. The initial approval for 10 core companies (75k units quota per company) is expected to help NVIDIA compete again in the local market against Huawei (Ascend ecosystem), which holds 60% share.
Performance "not priced in" dividend: Wall Street's current valuation models and NVIDIA's official guidance of $78 billion in revenue for Q1 FY2027 completely exclude revenue from China. This means all compliant deliveries in China are absolute incremental additions to the current financial report.
First batch delivery expectations: It is expected that initial orders sent to China will directly consume 5,000 to 10,000 chip modules (equivalent to 40,000 to 80,000 individual H200 chips). This move can quickly convert inventory into approximately $1.28 billion to $2.56 billion in direct revenue.
Target price: Wall Street consensus $270, current potential return 14%
$NVDA ‌#Gate广场五月交易分享