EPISODE · Apr 16, 2025 · 37 MIN
Nvidia Slammed By Trump's 180 on H20s
from Nobody Special Finance · host Nobody Special Finance
Nvidia disclosed that they will be taking a $5.5B charge on their next earnings report in an SEC filing yesterday driven by a de-facto ban on sales of their H20 GPUs to Chinese customers, a complete reversal of an earlier story last week that sent shares higher. Elsewhere the trade war rumor mill ran wild last night with anonymously sourced articles suggesting a Chinese willingness to negotiate (If Trump plays nice in the sandbox) followed by the release of a White House fact sheet suggesting China "faces tariffs up to 245%." Support the Channel on Patreon: https://www.patreon.com/NobodySpecialFinanceSupport the Channel by Buying Me a Coffee https://www.buymeacoffee.com/nobodyspecialSubscribe to Nobody Special on YouTube: https://www.youtube.com/@NobodySpecialFinanceFollow Nobody Special on X(twitter): https://x.com/JG_Nuke
What this episode covers
Nvidia disclosed that they will be taking a $5.5B charge on their next earnings report in an SEC filing yesterday driven by a de-facto ban on sales of their H20 GPUs to Chinese customers, a complete reversal of an earlier story last week that sent shares higher. Elsewhere the trade war rumor mill ran wild last night with anonymously sourced articles suggesting a Chinese willingness to negotiate (If Trump plays nice in the sandbox) followed by the release of a White House fact sheet suggesting China "faces tariffs up to 245%." Support the Channel on Patreon: https://www.patreon.com/NobodySpecialFinanceSupport the Channel by Buying Me a Coffee https://www.buymeacoffee.com/nobodyspecialSubscribe to Nobody Special on YouTube: https://www.youtube.com/@NobodySpecialFinanceFollow Nobody Special on X(twitter): https://x.com/JG_Nuke
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Nvidia Slammed By Trump's 180 on H20s
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