So back in February, the tech world was in scrambles. China wasn't years behind us in AI, they were only 6 months. It was a wake up call, that we cannot get complacent in the AI race, let alone slow us down with regulations.
NVIDIA is a stock with a high barrier of entry. It has been on a rise for a while now and so investing in the company right now would not be smart. Waiting for the barrier of entry to go down would be the right time.
NVIDIA is going to see its own version of the deepseek panic, that blew up the markets. Right now china is not producing GPU's at the level the US is. But it is only a matter of time. The reason I say that is China is way ahead of us in energy production and it isn't even close. NVIDIA is producing energy efficient GPU's. China does not have to worry about that. And there bound to produce GPU's at the level we are sooner or later. Where it is six months or a year. It is bound to happen, and when it does the stock market is gonna go nuts. Investors are gonna panic, and NVIDIA stock is gonna plumet. That is the ideal time to invest heavily in NVIDIA.
my personal fav: https://youtubetranscriptoptimizer.com/blog/05_the_short_cas...