EXTRAORDINARY NVIDIA AND AMD DEAL TO HELP CHINA MAY NECESSITATE PORTFOLIO SHIFT, INFLATION DATA AHEAD
By Nigam 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