Nvidia's China Export: Buy The Rumor And Sell The News (Rating Downgrade)
Summary
Recent developments surrounding Nvidia Corporation's China export license reminds of the wisdom to buy the rumor and sel...
Recent developments surrounding Nvidia Corporation's China export license reminds of the wisdom to buy the rumor and sell the news. Nvidia's China export catalyst is now fully priced in for several reasons. And I am afraid the benefits of renewed exports won't be as large as expected for several reasons.
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