$NVDA Nvidia and China headlines: what happened next. The New York Times reports U.S. intelligence flagged a Megaspeed executive as a suspected Chinese asset who got close to Jensen Huang. Nvidia says the meetings were routine. It is unverified, anonymous sourcing. I checked 5 past China headlines for Nvidia, from the prior close: 4 of 5 fell on day one, 6.4% on average 3 of 5 were higher a month later 4 of 5 were higher after three months None were spy stories. They were rules and rivals. Next date to watch: earnings, Tuesday 11/17.
Donald DeanShare

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