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REDDIT

NVDA export to China is fully blocked, H20 ban + Q1 loss of 5.5 billion, I made $18.5K in shorting

T
Apr 16, 2025 · 15:23

NVDA was export restrictions, H20 was originally for the Chinese market to do the “low-compatibility version” is also banned, indicating that the government this time upgraded sanctions, no matter how much you lower the frequency, cut the number of performance, it does not allow you to sell. NVDA itself has admitted that the next quarter to be recognized in the 5.5 billion U.S. dollars in losses, to put it bluntly is the inventory smashed in the hands of the! NVDA itself admitted that it will recognize a loss of 5.5 billion dollars in the next quarter. Once the Chinese market is really gone, not only the short-term revenue, even the long-term growth of the AI ecosystem may be affected. Many people are still shouting “buy low”, but I looked at the fundamentals and policy, directly shorted NVDA, earned $ 18.5K, do not bet on the rebound, do not talk about faith, just look at the reality.