tech
January 8, 2026
Good news keeps coming for Nvidia but not the stock. Time to buy?
Positive developments continue to boost our confidence in Nvidia stock and inform our advice for investors with and without positions.
TL;DR
- China will allow the import of Nvidia's H200 AI chips, with revised payment terms to mitigate trade uncertainty.
- Nvidia CEO Jensen Huang emphasized the company's role in autonomous vehicles, robotics, and physical AI, and stated that AI advancements will necessitate significant infrastructure replacement.
- CFO Colette Kress indicated that the company's sales guide has 'definitely gotten larger' and they are planning for substantial Vera Rubin chip volume.
- The stock is considered attractively valued for new investors, trading at a discount to its historical average forward valuation and with strong earnings growth projections.
- Existing shareholders are advised to hold off on adding to their positions, awaiting a clearer catalyst beyond the upcoming earnings release.
- The stock has been consolidating for over five months, presenting a technical setup for a potential upside move.
Continue reading the original article