nvidiawatchdog

[nvidiawatchdog]

Nvidia and the U.S government: a note to all Nvidians

Thursday, 10:45pm

May 01, 2025

Author: John

Friendly readers,

What would happen if the U.S continue to to place restrictions on Nvidia chips?

Over the past few weeks Nvidia and other tech. CEOs have been meeting with the he U.S president Donald Trump on the issue of tariff and chips restrictions.

The first meeting Nvidia's CEO Jensen Huang had with the president was to discuss his company's plan to build a $500 billion AI infrastructure.

Donald Trump wasted no time to time make a show of the announcement as a win for the American people.

Shockwave swept through wall street when the following day it was announced that Nvidia have ordered to get additional license to export it H20 chips to china.

This sudden development reportedly cost Nvidia a $5.5billion charge back.

Now several wall Street analyst have touted on the fact that it going to be very difficult for Nvidia to keep its promise on bringing back chips manufacturing if they keep getting this restrictions placed on them.

What has the AI diffusion act placed by Biden, restricting Nvidia on the amount of chips it could sell to other countries actually achieved?

This is certain, the AI diffusion act has placed a Cap on the amount of chips that can be exported to other countries including the Allies of the U.S like Switzerland, Saudi Arabia, India and Israel.

What this means is that Nvidia's expansion outside the U.S is also limited despite the fact that majority of the chips Nvidia sells is outside the U.S.

The government has always defended the AI diffusion act as a way to stop china circumventing the U.S export controls.

But the issue with this is that it temporary solution. China will continue to grow other countries with resources will continue to develop chips and with it competition will rise.

Nvidia is at the forefront of semiconductor industry but how long will this last, who knows. I do believe Nvidia will be around for the next 500 years but will it still be a leading power in chip development.

Ask the competition.

Your favorite monitor

John (CEO)

DISCLAIMER

NVIDIA Watchdog is not associated with the NVIDIA Corp. NVIDIA Watchdog does not own any NVIDIA shares. Every information and opinions provided is for educational purpose only and reflects the opinions of the authors. Author's opinions are based on information that is considered reliable. Always ensure to do your own research. Past performance does not denote future result and NVIDIA Watchdog does not guarantee any outcome or profit. Numbers mentioned may fluctuate depending on when you are reading this post.

Company logo and pictures used belong to their respective copyright holders. NVIDIA Watchdog displays them for editorial purposes only.

ANNOUNCEMENT

Tomorrow I will be talking about "How Nvidia is planning to tackle tariffs and economic uncertainty". C ya!

[nvidiawatchdog]

the AI diffusion act has placed a Cap on the amount of chips that can be exported to other countries including the Allies of the U.S like Switzerland, Saudi Arabia, India and Israel.

[nvidiawatchdog]

Monthly calendar from Nvidia

Events in the Month of may

Wednesday, 10:45pm

April 30, 2025

Author: John

Friendly readers,

This month is will be an exciting month for all Nvidians as there are two major events taking place this month.

One seeks to bring to our awareness how AI is changing the world as we know it and the other gives us information on how Nvidia corporation is doing.

Service now Knowledge 2025

Venue: Venetian and Wynn resorts, Las Vegas

Date: 6-8 May, 2025.

CEO and founder of Nvidia Jensen Huang will be there alongside Service now chairman and CEO Bill Mc dermott to discuss how enterprise can unlock AI full potential.

*To register visit the Nvidia website.

EARNINGS REPORT

Date: 28 May, 2025

Your favorite monitor

John (CEO)

DISCLAIMER

NVIDIA Watchdog is not associated with the NVIDIA Corp. NVIDIA Watchdog does not own any NVIDIA shares. Every information and opinions provided is for educational purpose only and reflects the opinions of the authors. Author's opinions are based on information that is considered reliable. Always ensure to do your own research. Past performance does not denote future result and NVIDIA Watchdog does not guarantee any outcome or profit. Numbers mentioned may fluctuate depending on when you are reading this post.

Company logo and pictures used belong to their respective copyright holders. NVIDIA Watchdog displays them for editorial purposes only.

ANNOUNCEMENT

Tomorrow I will be talking about "How Nvidia is planning to tackle tariffs and economic uncertainty". C ya!

[nvidiawatchdog]

Letter to shareholders: why investors should not worry about Huawei new AI chip release.

Week 16, Q2

Sunday, 10:45pm

April 29, 2025

Author: John

Friendly readers,

Huawei was the talk of the internet as it gets ready to roll out it's new chip the Ascend910D. The Ascend910D is reported to use packaging technology that can improve performance by adding more silicone dies.

While the development of Huawei Ascend910D chip shows it ability to innovate quick the question still remains. Is it something that Nvidia and it investors should be worried about?

Performance:

The Ascend910D is the most powerful chips Huawei has ever produced and it performance have been compared to be on par with Nvidia's H100 chips analyst thinks.

The Chip made by Huawei are good but the Blackwell chips made by Nvidia can make a trillion calculation in minutes, which is far more advanced than what Huawei is trying to produce.

Companies that stick with the Ascend910D for long will take longer time training and inferencing their AI model, this might see the price of their AI training go up significantly as models become complex.

Efficiency:

Analyst have quoted that the Ascend910D consumes more energy the less calculations compared to the H100, and as the world is looking to do more with less power shows that the appeal for this Huawei chip might be limited.

Trade barriers:

Companies like ASML and TSMC have been restricted from selling key technology required to produce chips, this puts Huawei on a major disadvantage with Nvidia as it chips have performance ability that would not be appealing to buyers outside china.

Software compatibility:

Huawei also faces the risk of integrating seamlessly with already existing technology. Major technology companies even in china have built their products architecture around Nvidia.

Huawei is a great Chinese company but right now there are too many barriers to overcome if it wants to be seen as a significant player in the Semiconductor industry, but for now it's no where near Nvidia.

Your favorite monitor

John (CEO)

DISCLAIMER

NVIDIA Watchdog is not associated with the NVIDIA Corp. NVIDIA Watchdog does not own any NVIDIA shares. Every information and opinions provided is for educational purpose only and reflects the opinions of the authors. Author's opinions are based on information that is considered reliable. Always ensure to do your own research. Past performance does not denote future result and NVIDIA Watchdog does not guarantee any outcome or profit. Numbers mentioned may fluctuate depending on when you are reading this post.

Company logo and pictures used belong to their respective copyright holders. NVIDIA Watchdog displays them for editorial purposes only.

ANNOUNCEMENT

Tomorrow I will be talking about "How Nvidia is planning to tackle tariffs and economic uncertainty". C ya!

[nvidiawatchdog]

Is now the right time to buy Nvidia?: what you should look out for

Week 16, Q2

Sunday, 10:45pm

April 28, 2025

Author: John

Friendly readers,

Over the past weeks Nvidia's stock price has been deeply affected by government regulations such as tariffs and export restrictions. This event has mainly been the reason Nvidia stock isn't doing so well in 2025, and has led me to answer the question "is now the right time to buy Nvidia?"

Nvidia started as a hardware tech company but has now grown to develop a platform where its software helps make the hardware perform better. When it to comes to GPUs Nvidia is at the forefront and no other company even come close to what Nvidia is producing. Nvidia's platforms like CUDA and Blackwell are used in every industry like AI training, manufacturing, Engineering and construction e.t.c.

Apart from the government restrictions on Nvidia to sell it chips to china, Nvidia has seen a demand accelerate for it most advanced chips. Sources say that demand is so high it not going away anytime soon, but analyst still worry that the government trying to use Nvidia as a pawn in it's trade war will force the Chinese to work through gates which they never would have. Rising local competition in china suggest that this is already happening and Huawei is leading this race in china.

Nvidia management is filled with the most competent people in tech, with the CEO that has been with the company since its inception and one who is at helm of the company's success. Nvidia has been rank among the top 10 best places to work and this is evident in the amount of time on average an employee spend with Nvidia.

If you are look to buy or sell Nvidia stock my verdict is yes. Nvidia has gone far in it's development of technology that is necessary in running our world but, it still has a long way to go and the company knows this and it is reflected in every new product they launch. The stock price might be down significantly today from it all time high but as far as I can see the company's fundamentals hasn't changed and the technology they develop touches every aspect of our lives it is something to believe in.

The question is do you believe?

Your favorite monitor

John (CEO)

DISCLAIMER

NVIDIA Watchdog is not associated with the NVIDIA Corp. NVIDIA Watchdog does not own any NVIDIA shares. Every information and opinions provided is for educational purpose only and reflects the opinions of the authors. Author's opinions are based on information that is considered reliable. Always ensure to do your own research. Past performance does not denote future result and NVIDIA Watchdog does not guarantee any outcome or profit. Numbers mentioned may fluctuate depending on when you are reading this post.

Company logo and pictures used belong to their respective copyright holders. NVIDIA Watchdog displays them for editorial purposes only.

ANNOUNCEMENT

Tomorrow I will be talking about " why investors should not worry about Huawei new chip release". C ya!

[nvidiawatchdog]

NVIDIA IS GOING ON WHERE.:I believe in Nvidia's technology.

Week 16, Q2

Sunday, 10:45pm

April 27, 2025

Author: John

Friendly readers,

It is no news that the future of technology is Artificial intelligence, and powering AI, Nvidia's GPU is the most used GPU in training AI. But since the beginning of the year Nvidia share price is down by about 25%. With rising economic uncertainty and geopolitical tension, what does the future hold for Nvidia.

Nvidia sells it product to almost all industries in the S&P500 with a customer base of 40,000 companies. It product offers solutions to Autonomous driving, Artificial intelligence, Design and simulations, Data center e.t.c.

With a market capitalization of $2.5T Nvidia is the most valuable company in the Semiconductor industry. But with a falling share price, increase competition especially from china and restrictions on it's chips going to china leave it future uncertain.

Falling share price:

The semiconductor industry is built on the premise of increasing chip performance and decreasing price. But Nvidia have been selling it high end chips and demand is strong, infact sources say it is accelerating and I think the market will reflect that in months to come as long as Nvidia continues to provide value to it customers.

Increasing competition:

With rising competition at home and abroad Nvidia has something to be scared about but in the main time no one produces anything that comes close to what Nvidia does. Nvidia's strategy of selling software alongside hardware gives it an edge in the marketplace, with this Nvidia build developers an ecosystem to run operations seamlessly.

Regulations:

The recent restrictions placed on Nvidia H20 chips by U.S government making it difficult to sell to china is bummer on Nvidia. but, Nvidia was never allowed to sell anything worthwhile to china and it has not slowed down the demands for it's higher grade chips from other countries. Nvidia's CEO on his visit to china this April assured the Chinese government that he would continue to serve Chinese market. But the question is how will he do it?

I think Nvidia's at the core has not changed, they have a CEO that has been with the company since its inception, they haven't stopped innovating and the restrictions is something they cannot control and I trust them to navigate through this.

Your favorite monitor

John (CEO)

DISCLAIMER

NVIDIA Watchdog is not associated with the NVIDIA Corp. NVIDIA Watchdog does not own any NVIDIA shares. Every information and opinions provided is for educational purpose only and reflects the opinions of the authors. Author's opinions are based on information that is considered reliable. Always ensure to do your own research. Past performance does not denote future result and NVIDIA Watchdog does not guarantee any outcome or profit. Numbers mentioned may fluctuate depending on when you are reading this post.

Company logo and pictures used belong to their respective copyright holders. NVIDIA Watchdog displays them for editorial purposes only.

ANNOUNCEMENT

Tomorrow I will be talking about "if now is the right time to buy Nvidia". C ya!

[nvidiawatchdog]

Quotes to help you understand what been going on with Nvidia.

: Quotes of the month on Nvidia.

Week 16, Q2

Sunday, 10:45pm

April 26, 2025

Author: John

Friendly readers,

"... The advisory that they gave to their domestic technology buyers of Nvidia's equipment was we don't think this conforms to rules that largely stem from energy raw materials and supply chain composition requirements. But I think it's an advisory..." (Ed Ludlow; Bloomberg)

"... If the united states is not going to ban these chips china can still ban these chips right, because Huawei is stepping up with their game in the chip world as well..." (Kristina; CNBC)

"... But china is really the big target here just because of the size of the economy and the amount of trade that the U.S does with China" (Michael Shepard; Bloomberg)

"... Nvidia multiples is lower than Coca-Cola's, looking at that and you know if I have a... If anybody does a 3 year - 5 year time horizon I think Nvidia is going to be a better stock than Coke from those starting levels coke is near all time high, Nvidia a 40% decline so still doing that but I want to emphasize on the margin, not trying to be a hero I still own a bunch of coke... (Bob: trader; CNBC)

"... First of all yes Nvidia is down quite considerably on a year to date basis nevertheless look back to the last 5 years so Rick, it's something fairly spectacular because you're going to see that Nvidia for the last 5 years is up still almost 1300% okay it's the backbone behind the NASDAQ and if the NASDAQ is going to still see some volatility some sell side activity Nvidia is almost definitely in the cross hairs" (Theo trade; Schwab network)

Your favorite monitor

John (CEO)

DISCLAIMER

NVIDIA Watchdog is not associated with the NVIDIA Corp. NVIDIA Watchdog does not own any NVIDIA shares. Every information and opinions provided is for educational purpose only and reflects the opinions of the authors. Author's opinions are based on information that is considered reliable. Always ensure to do your own research. Past performance does not denote future result and NVIDIA Watchdog does not guarantee any outcome or profit. Numbers mentioned may fluctuate depending on when you are reading this post.

Company logo and pictures used belong to their respective copyright holders. NVIDIA Watchdog displays them for editorial purposes only.

ANNOUNCEMENT

Tomorrow I will be talking about my hypothesis on how Nvidia might end up after the tariff war. C ya!

[nvidiawatchdog]

Quotes to help you understand what been going on with Nvidia.: Quotes of the month on Nvidia.

Week 16, Q2

Sunday, 10:45pm

April 25, 2025

Author: John

Friendly readers,

"... The U.S government is not saying that H20, this chip that Nvidia designed for the Chinese market is illegal or does not conform to the parameters. What the U.S government said yesterday is that Nvidia needs a license..." (Ed Ludlow; Bloomberg)

"... Nvidia is not allowed to sell anything in china anymore as it relates to AI so who cares... To be honest this is my issue with the ban that we got last week on Nvidia's china offerings; they've already been heavily constrained by export controls, the part that they were allowed to sell in china was called H20 the performance was already limited, and the parts that Huawei had available actually they have better performance they're missing some other things, software compatibility but they have better performance..." (Stacy Rasgon; Bernstein Managing director and senior analyst. Yahoo finance)

"... Nvidia does have about 17% of its revenue directly exposed to china, about 22% revenue exposed to Taiwan and what we see from the overall total like Asia region it is about 40% so yeah that is substantial..." (Jenny Horne; Schwab network)

"... I mean they are in the art. In the near term does it throw up barriers sure, but at the same time like, the Chinese are not stupid right, and we are forcing them down paths that maybe they would not have taken. like I've said this before, but we're sort of forcing them to be creative in all sense of the word and again it not just AI, it's AI it's also semicap it's analog semiconductors all these things where there are increasingly like local domestic substitute, and you know those substitute they are going to take more share than they would ordinarily deserve to take because they have no choice. They have to and so yes does it slowly then down it probably does but if I'm looking out you know 5years or 10years might we be faced with a more competitive china because they were forced to be creative because engineers tend to do their best work when they are under constraints and because they are not stupid and they have no choice I mean yeah I wonder if we're opening up gates that maybe in hindsight we'll have regretted pushing them through its certainly possible." (Stacy Rasgon; Bernstein Managing director and senior analyst. Yahoo finance)

"... The Chinese communist party has already advise companies not to buy these chips and maybe a little bit differently than how things work in the U.S. when the Chinese communist party advises you to do something in china, you do it or maybe you disappear..." (Danny; Bloomberg)

Your favorite monitor

John (CEO)

DISCLAIMER

NVIDIA Watchdog is not associated with the NVIDIA Corp. NVIDIA Watchdog does not own any NVIDIA shares. Every information and opinions provided is for educational purpose only and reflects the opinions of the authors. Author's opinions are based on information that is considered reliable. Always ensure to do your own research. Past performance does not denote future result and NVIDIA Watchdog does not guarantee any outcome or profit. Numbers mentioned may fluctuate depending on when you are reading this post.

Company logo and pictures used belong to their respective copyright holders. NVIDIA Watchdog displays them for editorial purposes only.

ANNOUNCEMENT

Tomorrow I will be talking about my hypothesis on how Nvidia might end up after the tariff war. C ya!

[nvidiawatchdog]

Quotes of the month on Nvidia.: facts.

Week 16, Q2

Sunday, 10:45pm

April 24, 2025

Author: John

Friendly readers,

"The engines of the world's AI infrastructure are being built in the united states for the first time..." (Jensen Huang; Founder and CEO of Nvidia)

"In recent weeks and recent months there have been a lot of pressure for large tech companies to speak about how we are investing in the U.S." (Brody ford; Bloomberg)

"The increased restriction has impacted our company significantly" (Jensen Huang; Founder and CEO of Nvidia)

"We have grown up in china and china has watched us in the last 30 years. Of course, it a very large market interactions and working and serving the Chinese companies, and so it's made us both better. And so we're going to continue to make significant effort to optimize our products that are compliant with the regulations and continue to serve the Chinese market" (Jensen Huang; Founder and CEO of Nvidia)

"All necessary permits will be expedited and quickly delivered to Nvidia as they will to all companies committing to be part of the golden age of America!" (Pres. Donald trump)

"Taiwan is the home of our treasured partners. This is in fact where everything Nvidia does begins" (Jensen Huang; Founder and CEO of Nvidia)

Your favorite monitor

John (CEO)

DISCLAIMER

NVIDIA Watchdog is not associated with the NVIDIA Corp. NVIDIA Watchdog does not own any NVIDIA shares. Every information and opinions provided is for educational purpose only and reflects the opinions of the authors. Author's opinions are based on information that is considered reliable. Always ensure to do your own research. Past performance does not denote future result and NVIDIA Watchdog does not guarantee any outcome or profit. Numbers mentioned may fluctuate depending on when you are reading this post.

Company logo and pictures used belong to their respective copyright holders. NVIDIA Watchdog displays them for editorial purposes only.

ANNOUNCEMENT

Tomorrow I will be talking about my hypothesis on how Nvidia might end up after the tariff war. C ya!

[nvidiawatchdog]

What Does Nvidia actually Do?: Analysis

Week 16, Q2

Sunday, 10:45pm

April 23, 2025

Author: John

Friendly readers,

for the past months Nvidia has been on the headline of every business news network for one reason or another, this led to ask myself "What does Nvidia actually Do?"

"Two transitions are occurring simultaneously, accelerated computing and generative AI, transforming the computer industry and every other industry worldwide." (Source: Nvidia CEO's letter to the shareholders)

Nvidia started as 3D graphics chips design company for gamer, then moved to design GPU for mining crypto.

Recently, everything and all the products they offer is shifting towards AI integration and training i.e they're constantly looking for ways their existing product offer can work with AI thereby making the customers experience seamless.

"Nvidia pioneered accelerated computing to tackle challenges no one else can solve. Our work in AI and digital twins is transforming the world largest industries and profoundly impacting society." (Source Nvidia.com)

What Nvidia does can be divided into 2 product; the Hardware product and Software product. The hardware entails the GPU, DPU e.t.c. while the Software Nvidia gaming, CUDA, Blackwell platform e t.c.

For industries like Architecture, Construction, Engineering, Automotive, Health care, Finance, Game development, Movie production, Robotics, Education e.t.c. Nvidia products serve over 40,000 companies around the world.

Their products provide solutions for; Artificial intelligence, Cloud and data centers, Design and simulations, High performance computing, Robotics and Autonomous driving.

"Nvidia is reshaping the future of computing. we have built a culture where people can do their life's work. We are a learning machine. The mission is boss. Everyone has a voice." (Source: Nvidia co.founder and CEO Jensen Huang)

If you want a more detailed explanation of Nvidia products, industries they serve and solutions they offer Visit Nvidia.com or read Nvidia 2024 letter to the shareholders.

Your favorite monitor

John (CEO)

DISCLAIMER

NVIDIA Watchdog is not associated with the NVIDIA Corp. NVIDIA Watchdog does not own any NVIDIA shares. Every information and opinions provided is for educational purpose only and reflects the opinions of the authors. Author's opinions are based on information that is considered reliable. Always ensure to do your own research. Past performance does not denote future result and NVIDIA Watchdog does not guarantee any outcome or profit. Numbers mentioned may fluctuate depending on when you are reading this post.

Company logo and pictures used belong to their respective copyright holders. NVIDIA Watchdog displays them for editorial purposes only.

ANNOUNCEMENT

Tomorrow I will be talking about my hypothesis on how Nvidia might end up after the tariff war. C ya!

[nvidiawatchdog]

HOW TARIFFS IS AFFECTING NVIDIA: Analysis

Week 16, Q2

Sunday, 10:45pm

April 22, 2025

Author: John

Friendly readers,

Since April 2nd, 2025, the day trump famously called "Liberation Day". The day trump announced a universal and reciprocal tariffs against China and almost every country in the world.

This news caused a market selloff of stocks of companies that has business dealings with the Chinese. Nvidia sells chips to Chinese technology companies like Alibaba, Tencent and Deepseek. This companies rely on Nvidia chips to train AI model and also inferences. Collectively Chinese companies account for $17 billion of Nvidia revenue, which is 20% of Nvidia's revenue for last year.

China response to Donald trump's "Liberation Day" tariffs with higher Tariffs vowing to "Fight to the end". This could mean companies in china would have to pay a higher than normal price for a chip that is half as powerful than Nvidia Blackwell chips.

Recently, according to Nvidia's SEC fillings Nvidia reports a $5.5 billion hit as the U.S. Department of Commerce demands that Nvidia should get license in other to export it H20 chips to china citing security concerns.

While all this is happening Huawei are stepping their game up producing chips that are almost in comparison to Nvidia's H100 chips (The H100 chip is more powerful than the H20). Huawei recently announced that it is producing a new AI chip called the Ascend 920c, and they're said to be on par with Nvidia H100 for a far lesser price.

*** Nvidia has about 40,000 companies around the world as customer and 40% of that customer base is in Asia.

Meanwhile chip maker ASML posted weak bookings of it machine citing economic uncertainty. Analyst thinks companies are putting a pause on building new infrastructure as they anticipate future uncertainty and volatility.

Daily stock quote!!!

Your favorite monitor

John (CEO)

DISCLAIMER

NVIDIA Watchdog is not associated with the NVIDIA Corp. NVIDIA Watchdog does not own any NVIDIA shares. Every information and opinions provided is for educational purpose only and reflects the opinions of the authors. Author's opinions are based on information that is considered reliable. Always ensure to do your own research. Past performance does not denote future result and NVIDIA Watchdog does not guarantee any outcome or profit. Numbers mentioned may fluctuate depending on when you are reading this post.

Company logo and pictures used belong to their respective copyright holders. NVIDIA Watchdog displays them for editorial purposes only.

ANNOUNCEMENT

Tomorrow I will be talking about what Nvidia does as company. C ya!

[nvidiawatchdog]

Your favorite monitor

John (CEO)

DISCLAIMER

NVIDIA Watchdog is not associated with the NVIDIA Corp. NVIDIA Watchdog does not own any NVIDIA shares. Every information and opinions provided is for educational purpose only and reflects the opinions of the authors. Author's opinions are based on information that is considered reliable. Always ensure to do your own research. Past performance does not denote future result and NVIDIA Watchdog does not guarantee any outcome or profit. Numbers mentioned may fluctuate depending on when you are reading this post.

Company logo and pictures used belong to their respective copyright holders. NVIDIA Watchdog displays them for editorial purposes only.

[nvidiawatchdog]

[nvidiawatchdog]

How much does Nvidia GeForce GPU Cost?: Opinion

Week 16, Q2

Sunday, 10:45pm

April 20, 2025

Author: John

Friendly readers,

Have you ever wondered how much it cost to make an Nvidia GeForce GPU?

It is also worthy to remember that apart from the material cost there are other cost such as Marketing, Payroll, R&D, Taxes etc. and todays video will only be about the material cost.

The Nvidia GPU we will be looking at today is the GeForce RTX 4090, with a starting price of $1600. It's a full 3 slot PCIe card with a 12 inches length and 5.4 inches height.

Component:

TORX T5 Screws

TORX T5 Screws

TORX T8 Screw

Philips Screw

116mm diameter pull Fans

LED Lights

PCB

Heat sink

PCIe slots

Estimated prices:

Screws $0.6

Fan: $3.6

PCB: $2

Heat sink: $5

PCIe slots: $7

LED lights: $0.6

GPU Chip: $500

Others: $150

Your favorite monitor

John (CEO)

DISCLAIMER

NVIDIA Watchdog is not associated with the NVIDIA Corp. NVIDIA Watchdog does not own any NVIDIA shares. Every information and opinions provided is for educational purpose only and reflects the opinions of the authors. Author's opinions are based on information that is considered reliable. Always ensure to do your own research. Past performance does not denote future result and NVIDIA Watchdog does not guarantee any outcome or profit. Numbers mentioned may fluctuate depending on when you are reading this post.

Company logo and pictures used belong to their respective copyright holders. NVIDIA Watchdog displays them for editorial purposes only.

ANNOUNCEMENT

Tomorrow I will be sharing the different ways tariffs is affecting Nvidia. C ya!

[nvidiawatchdog]

Nvidia stock price will hit $55 in the next 3 months.: Opinion

Week 15, Q2

Saturday, 10:45pm

April 19, 2025

Author: John

Friendly readers,

There is game in china called GO. The aim of this game is to surround your opponent leaving him no where to go. Guess what, the Chinese have been playing this game for thousands of years.

On Thursday Nvidia stock price closed at $101.49 a decrease of 2.87% from the previous day close. Nvidia is caught up not just in a tariff war but a license war between the U.S. and China.

The majority of key mineral earth export comes from China. This materials are very important because they are used to produce the technology Nvidia and other tech companies use to manufacture their product. Think silicone, dysprosium, gadolinium, lutetium, samarium, scandium, terbium, yttrium, these are critical for the U.S. economy.

The Chinese have always had the goal of being the worlds manufacturer. 70% of devices that use Nvidia's chip are manufactured in china, many of the these devices are rerouted through Mexico, Malaysia, Cambodia etc. to avoid paying tariffs.

The Good news for China is that they alternative. Huawei (A Chinese tech companies that was bard from the U.S. and many other countries) has made a chip that is as powerful as the H20 chips which Nvidia was allowed to sell to the U.S. before the U.S. government placed restrictions on them.

Analyst say that the chip made by Huawei is as powerful as the H20 with the same accelerated computing. It doesn't matter whether the U.S places tariffs on china of 1200%, it will not hurt china because china doesn't want U.S. made product.

In a negotiations the U.S. might not get what they want but the Chinese will. From the way I see it compared to 10 years ago china has more leverage today than the U.S and they are aware of it.

Joe Biden pressured ASML (the semiconductor chip making Machine producer) from selling it latest machine to Chinese companies citing security reasons.

This means that China can't make it own advance chip and compete in the AI race. But all this could change as the Chinese might put forward the right to buy this advance machine from ASML.

"Save your strength and Bide your time" no one used to like the Chinese but now many countries hates america more than they hate like china. They would rather do business with china than with america.

Like the boardgame GO china have been surrounding america and now america is running out of places to run to but the only people that don't know this yet is the American government.

If china gets a deal and part of that deal is to remove restrictions on the chip making Machine by ASML. The Chinese will try to make a better machine and when they succeed they will have no use for ASML.

When china can produce chips better than Nvidia they will cut the price, forcing Nvidia to do the same or run for the heels. that's the Chinese way.

Your favorite monitor

John (CEO)

DISCLAIMER

NVIDIA Watchdog is not associated with the NVIDIA Corp. NVIDIA Watchdog does not own any NVIDIA shares. Every information and opinions provided is for educational purpose only and reflects the opinions of the authors. Author's opinions are based on information that is considered reliable. Always ensure to do your own research. Past performance does not denote future result and NVIDIA Watchdog does not guarantee any outcome or profit. Numbers mentioned may fluctuate depending on when you are reading this post.

Company logo and pictures used belong to their respective copyright holders. NVIDIA Watchdog displays them for editorial purposes only.

ANNOUNCEMENT

Tomorrow I will I will be sharing how much it cost to make an Nvidia chip. C ya!

[nvidiawatchdog]

End of week Industry quote

Date: April, 14, 2025 - April, 17, 2025

(No trading on Friday because it is Good Friday)

Week 15, Q2

Industry:

Semiconductor

Market Cap.:

4.203T

Industry weight:

(Using S&P500 as a benchmark)

26.23%

Companies:

57

Employees:

556,977

Chart:

Day return:

Industry

-0.04%

S&P500

+0.13%

Year to Date (YTD)

Industry

-24.79%

S&P500

-10.57%

5-Year return

Industry

+307.20%

S&P500

+87.12%

End of week stock quote

Date: April, 14, 2025 - April, 17, 2025

(No trading on Friday because it is Good Friday)

Week 15, Q2

Company:

NVIDIA Corporation (NVDA)

Listed:

Nasdaq

Chart:

Price:

101.43

Previous close:

$110.93

Week open:

$114.22

Week close

$101.43

Change:

$-7.30 (-6.71%)

Average Volume:

297,542,805

52-week high:

$154

52-week Low:

75.61

Year to date (YTD):

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SOURCE: Yahoo finance

[nvidiawatchdog]

Nvidia CEO visit china: Report

Week 15, Q2

Thursday, 10:45pm

April 17, 2025

Author: John

Friendly readers,

According to Chinese media, On Thursday 17th, April, 2025. The CEO and founder of Nvidia Jensen Huang visit china. In a meeting with the vice premier wearing a black suit instead of his normal black jacket, he Pledges to continue serving Chinese market.

"The increase restrictions has impacted our company significantly." (Jensen Huang; Founder and CEO of Nvidia.)

"We've grown up in china and china has watched us in the last 30 years. Of course, it a very large market interactions and working and serving the Chinese companies and so it's made us both better. And so we're going to continue to make significant effort to optimize our products that are compliant with the regulations and continue to serve the Chinese market." (Jensen Huang; Founder and CEO of Nvidia.)

Analyst thinks this move was a reaction to the announcement made by the Chinese National Development and Reform Commission advising companies in china not to buy Nvidia chip.

Historically, when the Chinese government advices you to do something they want you to do something.

But the Chinese companies like Alibaba and tencent already built an inventory around Nvidia which makes it difficult to switch to a new manufacturer.

Also to clarify the U.S. government did not say that H2O chip made in America by Nvidia is illegal to sell to Chinese companies, what the U.S. government said was that Nvidia needs a license. Citing security concerns.

Nvidia has not said if they will or will not apply for a license but what we do know is that they will write off a $5.5billion loss. According to Bloomberg's Ed Ludlow.

Your favorite monitor

John (CEO)

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