Bullish Long-Term Outlook on Nvidia Despite Near-Term China Revenue Challenges

28 days ago

Jose Najarro

"Now, today, today there are reports that Nvidia aims to begin H200 chip shipments to China by midFebruary, sources say. So if we start to see some shipments in Nvidia's China revenue, if this report is true, it's going to be more in quarter 1 of fiscal year 2027. I wonder if they're going to share any guidance in the next earnings report, but long-term opportunity is extremely bullish. It doesn't matter to me when I get it; if we get it this quarter that can definitely drive the stock price a lot higher."

The speaker discusses Nvidia's potential to restart shipments in China with its H200 chips, noting current revenue challenges but highlighting a long-term bullish outlook as shipments may begin in quarter 1 of fiscal 2027. Despite near-term headwinds, the long-term growth catalyst is seen as a major positive for the stock.

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