Nvidia Isn’t Just Breaking Out — It’s Entering a New Altitude Zone the Market Still Hasn’t Modeled
Key takeaways
- The analyst who called NVIDIA in 2010 just named his top 10 AI stocks.
- Shares of Nvidia (NASDAQ:NVDA) have broken out in a big-time way, with shares blasting off more than 4% on Thursday, thanks in part to promising developments arising from China.
- In a prior piece, I highlighted the potential to sell to the Chinese market as a wild card needle-mover for Nvidia.
Nvidia Isn’t Just Breaking Out — It’s Entering a New Altitude Zone the Market Still Hasn’t Modeled Joey Frenette Fri, May 15, 2026 at 11:15 PM GMT+7 4 min read NVDA BABA Quick Read Nvidia (NVDA) surged over 4% after the U.S. government approved exports of its H200 chips to Chinese firms including Alibaba (BABA), opening access to the massive Chinese market that could drive significant growth.
The U.S. and China are working together to avoid escalating tensions, which is enabling greater accessibility to China’s market for Nvidia and positioning the company to capitalize on both the inference era and emerging physical AI applications through its dominant ecosystem.
The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.