By Yahoo Finance Video
Publication Date: 2026-01-23 23:00:00
00:00 Speaker A
Let’s talk about when you have a buy on, Stacy. That that would be Nvidia. Now, Bloomberg reporting, you saw this one. Uh, Chinese government has told companies over there, like Alibaba, yes, they can start to get ready for those H200 AI chips. You saw that headline, you saw that story. Uh, I guess, do you actually, do you believe that story, Stacy? Do you believe that headline? The timing is interesting, because I do see reports that CEO Jensen Wong playing to travel to China in late January.
00:33 Stacy
Yeah, may maybe. Look, so we hear these headlines all the time, like it it’s on, it’s off, it’s on and off. At a minimum for for Nvidia, at least they took China completely out. So like if it takes longer than expected, it’s not downside at least. And that was very smart of them. And fortunately for them, they’ve got so much demand right now that that even without China, they they they’ve got plenty, right? They’re they’re selling everything they can make. Um, at least from the US side, it does look like they’re going to be allowed to sell and so like the the bottleneck or the gateway at this point has been China. And if China releases that bottleneck, I I’m convinced that there was a lot of demand in China for those parts. So they will be able to sell in China anything that they were allowed to sell. What that number is, I don’t know, but whatever it is, it’ll be upside from where things are right now, um because they zeroed it out….