Calls
1
Edwin Chen
Asia Tech Managing Editor, Bloomberg
Win Rate
100.0%
return
+18.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 09
$184.86
+18.6%
Beijing is expected to approve limited Nvidia H200 imports as soon as this quarter, excluding sensitive networks and critical infrastructure. Demand for inference chips is outstripping domestic Chinese supply, and Beijing wants to remain competitive in AI, so renewed access to the Chinese market could be a significant win for Nvidia.
AI Compute
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Edwin Chen has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: NVDA.
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