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L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.
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Entrée $211,80 14 juil 2026Actuel $223,78 07 août 2026Résultat +$11,98
I'm long. I own a bunch of shares. I was buying a lot of Nvidia in 2025 and you know, or earlier this year, middle of this year.
Contexte And full disclosure guys, I'm long. I own a bunch of shares. I was buying a lot of Nvidia in 2025 and you know, or earlier this year, middle of this year.
Transcription Complète
Let me tell you guys, I'm absolutely loving the setup on Nvidia stock right now. The charts look phenomenal and we got some great news regarding China and Mitsubishi today, which we obviously have to talk about in this video. So guys, let's dive into it. Hit the like button. Make sure to subscribe and of course join my Patreon if you want to keep up with my portfolio updates, trades, if you want to be a part of my private Discord. All that's linked down below, pinned in the comments, or go to stasurfes.com/patreon. And now, let's dive into it. Oh, by the way guys, cheers. Take a sip of your coffee. I appreciate you guys for tuning in as always as the entire market right now, except for the Dow, is in the green. The S&P is up about 0.3%. The Qs are up 1 and a quarter and the Russell is up over 0.3% as Nvidia stock, let's get into it guys, is up over 3 and 1/2% You heard that right. Nvidia's at 211 right now, trading up almost $8 a share after we got some great news regarding China. And again, on a smaller piece of news here, Mitsubishi, which that could be a major, um you know, piece of news down the line depending on how that ends up developing. But as of right now, chart-wise, we're starting to break back through these moving averages on the 4-hour time frame, which you guys know we have been the last couple of trading days and now we're really starting um to break uh break through with today's move. And I'm personally noticing, I don't know about you guys, but a cup and handle starting to form on Nvidia stock here as again, we are starting to break through these moving averages. And one could also argue this is the start of of inverse head and shoulders reversal pattern. That that could be what this is. You guys see the left shoulder, the head, the right shoulder could be kind of starting to form here. All of that points to whether it's an inverse head and shoulders, cup and handle, all of it points to more upside for Nvidia stock. And full disclosure guys, I'm long. I own a bunch of shares. I was buying a lot of Nvidia in 2025 and you know, or earlier this year, middle of this year. Um so I'm my my position's built. I'm ready for blast off guys and I've been ready for blast off on this company and now now the stock might actually uh be doing that. And look, like it hasn't already ripped. I mean guys, Nvidia stock over the last couple of years is up big time, but recently the last year, you know, it's been it's been a little slower and I don't think that's going to be the case for much longer here, especially as the wild card, which I've been saying China's the wild card, it looks like they're slowly um being let back into China. So let's talk about that and talk a little bit about Mitsubishi here guys. Let me pull this up. Give me a second. By the way, make sure to subscribe. I think 50% of you guys on YouTube at least watch the content and you're not subscribing and we're trying to get to 100,000 subs on YouTube and we're actually almost at 100,000 followers on Facebook. If you guys are watching this on Facebook, I appreciate all of your support. The growth on Facebook has been insane guys. Um and it's crazy considering I started my Facebook page years after the YouTube and uh we're we're well past the followers on YouTube. It is what it is guys. It is what it is. So US officials say shipments of Nvidia H200 chips to China have begun. You guys see right here if I come down, we can see um that a top US official told Congress today on Tuesday that very few Nvidia H200 chips to date have been shipped to China or Hong Kong. And in May, Reuters reported the Commerce Department had cleared around 10 Chinese firms to actually buy Nvidia's second most powerful AI chip, the H200, but no deliveries had been made. And Jeffrey Kessler or Kessler, excuse me, Under Secretary of Commerce for Industry and Security told the House Foreign Affairs Committee that H200 chip shipments have begun, but the number was very few. And yes, very few, that isn't, you know, I mean, we would have loved for it to be more than very few, but the fact that the shipments have begun in general, right? That's a very good sign. And later in the hearing, Kessler said it was a trivial amount of chips. He said the Commerce Department has provided a confidential list of applications for H200 chips and their status to Congress, but did not elaborate. So, we don't know much about the details. All we know is it's very few, the number of chips, the shipments, but they have begun. The shipments have begun. That's what we know. A little vague, but it is it's just enough news to help Nvidia um start to run, which is exactly what we're getting right now on the stock. And the more ships uh chips, not ships, chips um that we let China sell or that China allows us to sell, you know, there's a lot of back and forth. China wants um you know, Huawei, all these other chip makers there to have priority. But the more business we do with China and video with China, uh the better for the company Nvidia, obviously, right? More money, more revenue, more uh bottom line profit. Um and we can see the chip shipments are being closely watched because the H200 is one of Nvidia's most advanced AI processors, and sales to China have become a flash point in the broader US-China technology rivalry. And that's a big thing, guys. Look, there's you got to like you got to balance balance out your options here, right? Sell a bunch of chips to China, that would be great for Nvidia, but you know, revenue, bottom line, the whole nine yards, but that gets them further ahead in the AI race. And there's a huge technology technological rivalry right now between the US, China, the AI race is on. So, on one hand, yeah, you give Nvidia or you let Nvidia sell all these chips, they make a lot of money, but on the flip side, it's like, oh, it makes it makes our rival, um you know, a lot more powerful with these powerful chips, even though they're not Nvidia's top chips, right? You know, there's no way we're going to sell China our top chips, uh which I honestly part of me would be against that, having them having the top chips, uh but, you know, giving them, I guess, the older versions kind of makes sense so that so they're a little behind on the race or in the race, but how many of those chips are we going to give them? So, there's this constant, you know, back and forth, this, that, the third, right? And at this point, again, the fact that these these um you know, shipments have begun, even though they're small, very good sign overall for Nvidia, and there's always that dilemma, right? Because China is our rival when it comes to everything. AI, tech, you name it. So, there's a lot of this back and forth, the dilemma. Um and we can see right here if we come down, uh we can see US Representative Gregory Meeks, the top Democrat on the committee on Tuesday, criticized the department for not adding any Chinese company to an export control list since October, which is the longest period in more than a decade. I guess that's not really um too relevant here, but the point is, again, the shipments have begun. Very good sign for Nvidia. So, Nvidia and Mitsubishi heavily explore a partnership right now. We're getting news for AI data center cooling and power systems. As you guys know, these data centers, man, first of all, they're massive. They require a ton of electricity, right? And they get hot. They they need cooling systems. Um you know, center cooling, they need power, everything. Everything you think the data centers need, they need that times three. You know what I mean? And the GPU giant Nvidia and Japanese industrial powerhouse Mitsubishi, right, are circling each other as AI infrastructure creates a massive cooling and energy bottleneck. Um both Nvidia and Mitsubishi um are huge companies, right? And they're exploring cooperation on these AI data center cooling and power systems. Modern AI chips generate so much heat that traditional air conditioning is basically useless, right? Useless. Um and the power demands of next-generation GPU clusters are pushing data centers into territory that looks more like industrial power plants than server farms. Um and recently, guys, Nvidia's latest Rubin platform discussed in June 2026 achieves 100% liquid cooling with coolant temperatures reaching up to 45° C. And that means every single chip in the rack needs direct contact with flowing liquid. And if we come down here a little bit, MHI actually showcased high-efficiency power generation and cooling systems at Nvidia's GTC 26 conference in March. And then at Data Center World 2026 in April, MHI's Shinichiro Gomi delivered a keynote arguing that AI data centers need to transition to industrial-scale integrated energy and cooling systems. So, this is big, guys. We're not going to dive too deep into all the nitty-gritty, all the science, but realize that Mitsubishi and Nvidia, they're in talks. They're exploring potentially some sort of partnership right here. And that overall is needed. Again, the cooling systems, the power systems for these data centers. I mean, they require so many That's why the AI trade, guys, is so vast. It's so broad, you know? It's not just, oh, GPUs. It's not just, oh, memory. There's so much stuff. The picks and shovels plays, the GPUs, memory, the cooling systems, energy infrastructure, right? You know, utilities, all these different The trade is so broad. And, you know, who knows what the next part of the AI trade that that's going to move. Who knows what the next boom is going to be, where the next boom's going to be. So, that is exciting. China, Mitsubishi, the chart set up right now, guys, everything is pointing to the fundamentals getting better, which they haven't even been better than they are now, in my opinion. And everything's pointing to more upside on these charts. And of course, that's subject to change. I mean, nothing's guaranteed to stay like this or to stay stay strong forever. But as of now, fundamentals are strong, chart looks great, and I think we're gearing up for a further breakout. What do you guys think? Follow along for more and check out the link in my bio here in the comments as well. If you guys want to be a part of my Patreon, you know, be a part of the private Discord, and see all my trades, investments, my weekly portfolio updates, all that's on Patreon. Link down below, pinned in the comments, or go to stossairfest.com/patreon. And with that being said, I'll see you guys in there or in the next video. Peace out.
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