Investing Expert On Nvidia: ‘People Will Wish They Bought’

Résumé détaillé

People will wish they had bought the dip on Nvidia, one investing expert and the co-host of Market Mondays says, But you have to get in at the right number ...

Nvidia is having a terrible no-good really bad November. The 64-billion-dollar question is whether that's temporary, or whether this is the pin that bursts the AI bubble, leading to much more painful and broader market losses.

On Tuesday, shares fell to $166.95, leaving the AI chipmaker down 18.42% for the month and wiping out all of its 2026 gains. Two days of selling erased more than $470 billion in market value, and the five-session slide was Nvidia's worst since 2022, worse even than the DeepSeek shock. The main trigger, as we all know: a suspected Chinese espionage case as U.S. authorities investigate whether Alice Huang, a former executive at Singapore-based chip buyer Megaspeed that Nvidia CEO Jensen Huang was having an affair with passed information to Beijing.

The Information reported that the White House has discussed new export restrictions on AI chips sold to China, including limits on remote access to compute in overseas data centers. Nvidia has reportedly told cloud partners to cap Chinese customers at 49% of their business. Google just released a new line of TPUs that compete directly with Nvidia's chips, and OpenAI is reportedly considering buying them. Baird downgraded Nvidia to Neutral and cut its price target from $500 to $200, citing uncertainty over Huang's tenure and the chance that big cloud companies spend less on AI in 2027.

We'll get some hard data on November 17, when Nvidia reports earnings. That's one day before the closed-door briefing House Republicans have asked Huang to attend. To get a read on what investors should be watching, I turned to Ian Dunlap, co-host of Market Mondays and founder of Red Panda. Dunlap's team says he was early on the long-term potential of Nvidia, AMD and Microsoft.

Dunlap thinks Nvidia is "a tremendous buying opportunity for a long-term investor," but the range he wants to buy in is $93 to $124. That's roughly 26% to 44% below Tuesday's price.

Début de l'article, extrait de Yahoo Finance. Pour lire la suite, ouvrez l'article chez le média.