NVDA is experiencing a sentiment-driven pullback (-3.1% over one month, -0.97% today) despite fundamentally intact AI infrastructure demand, with the stock now trading near the $205-210 support zone established after its June lows. The contrarian entry is justified NOW because the market is discounting near-term export control noise and post-earnings fatigue while ignoring China's $295B AI buildout (which accelerates non-China GPU demand from hyperscalers racing to stay ahead), HPE/NVIDIA agentic AI factory deployments entering production, and a pipeline of new Blackwell-based infrastructure deployments — all of which support Q2 guidance of ~$91B. The risk/reward is asymmetric: downside is structurally limited by $205 support and $80B buyback authorization, while analyst targets (BofA $350) imply 68% upside over the medium term.