"The trade war with China was tough on Nvidia Corp. ( NASDAQ: NVDA) investors. Last April, shares hit a year-to-date low below $87 apiece. Like its fellow Magnificent 7 members, Nvidia struggled due to economic uncertainties about the effects of tariffs, as well as due to Chinese AI innovations. Bears saw Nvidia stock falling further because of bearish pressure from the broader market."
"The bearish argument that prevailed on Wall Street early last year is not entirely gone, though. While the AI rally may continue, it remains speculative, and the reasons for Nvidia stock's decline last spring were genuine. Given its challenges, Nvidia may still be at a crossroads right now. We do not know for sure where the stock will go next, but with the data on hand, we can speculate. That's what we are doing here."
Nvidia experienced a sharp decline amid the China trade war and tariff-related economic uncertainty, with shares falling below $87 in April. The stock later rebounded to all-time highs as tariff fears eased and macro data improved, reaching a $5 trillion market capitalization. Ongoing uncertainty remains due to speculative AI optimism and genuine past headwinds. Three key performance drivers through 2030 include AI infrastructure dominance with roughly 80% share via H100/H200 GPUs and CUDA, rapid data center revenue growth from $4.3 billion to $35.6 billion, and the challenge of preserving massive margins as competitors advance.
Read at 24/7 Wall St.
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