Author argues US allowing Nvidia H200 sales to China is strategically sensible and benefits Nvidia long term by keeping China dependent on Nvidia chips and TSMC.
NVDA — LONG The author argues that allowing Nvidia to sell H200 chips to China makes strategic sense and helps Nvidia, expecting the US government to keep permitting these sales long term rather than re-imposing a ban. The mechanism is geopolitical: Chinese AI firms become dependent on Nvidia chips, delaying Chinese homegrown chip designers, and China's dependence on TSMC makes an invasion of Taiwan less likely because China itself would be hurt. The author's stated catalyst is the recent US permission for Nvidia to resume selling to Chinese customers, with the conclusion that Nvidia retains Chinese market access long term.
So, Nvidia will continue to have access to Chinese markets for the long term
This Reddit post, published February 04, 2026, features u/No_Turnip_1023 discussing NVDA. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/No_Turnip_1023 · Tickers: NVDA