- Entry
- $177.64
- Final
- $195.55 +10.1%
- Target
- —
- Score
- -1.00
I was idle, so I ran some code to compare the company's just released 2026 10-K with the previous year's to determine what changes were made to the risk factors. They recently charged $4.5 billion for "excess H20 inventory" because, with the tightening of export restrictions, demand in China essentially vanished. they have an abundance of chips that they are unable to sell. Additionally, there is new wording that imposes a 25% duty on any H200 chips that are returned …
— ORIGINAL POST ·
Nobody is discussing NVDA's recent $4.5 billion inventory hit in their new 10-k
· r/stocks
· Apr 7, 2026