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NVDA LONG

NVIDIA Corporation

Completed
Progress to Target
Current
Entry
$186.50
Target
$225.00
Stop Loss
$175.00
Potential
R/R

Investment Thesis

NVDA at $186.50 represents an attractive entry point to capitalize on accelerating China demand and strategic M&A consolidation. The $20B Groq acquisition extends NVDA's dominance into inference markets while H200 chip resumption to China could add $3-5B in incremental 2026 revenue, with Chinese customers ordering 2M+ units. This growth acceleration occurs as NVDA consolidates AI infrastructure leadership through aggressive M&A, aligning with the broader AI Infrastructure Consolidation theme.

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