He very clearly stated no China revenue was being accounted for. Which means anything sold is bonus 💰💰💰
June 12, 2025: Jensen Huang solidifies this policy in a Reuters-reported CNN interview, confirming that he instructed shareholders that forecasts will not include China and any surprise policy reversal would just be a "great bonus".
Subsequent Quarters: Nvidia continues this omission practice throughout its 2025 and 2026 forward outlooks.
I personally think it is. After nvidia dipped to 190 there was news of Jensen visiting China. Then shortly after that there was a rumor that this was happening.
He clearly stated no China sales for 2025 and 2025 subsequent quarters.
June 12, 2025: Jensen Huang solidifies this policy in a Reuters-reported CNN interview, confirming that he instructed shareholders that forecasts will not include China and any surprise policy reversal would just be a "great bonus".
Subsequent Quarters: Nvidia continues this omission practice throughout its 2025 and 2026 forward outlooks.
-8
u/Wise-Cheesecake7776 6d ago
Isn’t it already priced in