Short Seller Flagged Nvidia China Worries Months Ago: Here's How Much Stock Has Fallen Since

Impact · against what's priced in

The report on Nvidia's China exposure is not a catalyst. The market has already significantly discounted the bull case, with the stock price sitting at the bottom of analyst targets and assuming a steep growth deceleration, which accounts for known geopolitical risks.

NVDA−0.05: Already priced in
The price assumes: a deceleration from 65.5% current-year growth to a 19.0% compound annual growth rate

Short Seller Flagged Nvidia China Worries Months Ago: Here's How Much Stock Has Fallen Since

What matters in this story

How each ticker is affected

It's the End of the AI Trade as We Know It. Who's Feeling Fine?

Short Seller Flagged Nvidia China Worries Months Ago: Here's How Much Stock Has Fallen Since

What matters in this story

How each ticker is affected

It's the End of the AI Trade as We Know It. Who's Feeling Fine?

Track these names every morning.

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Short Seller Flagged Nvidia China Worries Months Ago: Here's How Much Stock Has Fallen Since

What matters in this story

How each ticker is affected

Next reads from the same story arc

It's the End of the AI Trade as We Know It. Who's Feeling Fine?

Short Seller Flagged Nvidia China Worries Months Ago: Here's How Much Stock Has Fallen Since

What matters in this story

How each ticker is affected

Next reads from the same story arc

It's the End of the AI Trade as We Know It. Who's Feeling Fine?

Track these names every morning.

Nvidia CEO Huang quits after affair with suspected China spy

Jensen Huang's exit puts Nvidia's support for open source in question

Nvidia controversy may mean more to Alibaba stock than investors realize

Huang's Out And I'm All In