While traders argue about rate cuts…
NVIDIA is doing something far more important.
Behind the scenes:
• Talks to acquire AI21 Labs (elite AI talent)
• Possible $1–2.5B revenue unlock from China H200 approvals
• AI infrastructure demand showing zero slowdown
This is not hype buying. This is structural positioning for 2026.
Key detail most people miss: AI winners won’t be decided by headlines —
They’ll be decided by talent acquisition, compute access, and infrastructure bottlenecks.
It’s securing control points. 🎯 Question for serious traders:
Do you wait for $200 headlines…or position before Wall Street upgrades catch up?
The difference is how professionals trade.