EXTRAORDINARY NVIDIA AND AMD DEAL TO HELP CHINA MAY NECESSITATE PORTFOLIO SHIFT, INFLATION DATA AHEAD
By Nigam Arora & Dr. Natasha Arora
To gain an edge, this is what you need to know today.
AI Chip Deal
Please click here for a chart of Nvidia stock (NVDA).
Note the following:
- The Morning Capsule is about the big picture, not an individual stock. The chart of NVDA stock is being used to illustrate the point.
- The chart shows the run up in NVDA stock since the lows in April.
- The chart shows the Arora buy signal and signal to take profits on hedges in April. NVDA is in the ZYX Buy Core Model Portfolio. NVDA stock is long from $12.55, representing a gain of 1352%.
August 11, 2025