Buy Nvidia Under $250 on Trump's China Visit and Warsh's Dovish AI Signals

Key Points:

• NVIDIA's stock, currently at $235.74, is considered attractively priced under $250 amid potential positive shifts in U.S.-China trade relations and a dovish stance on AI investment from potential Fed Chair candidate Kevin Warsh.
• The company reported strong Q4 FY2026 results with Data Center revenue up 75% year-over-year to $62.31 billion, driven by demand for NVLink fabric in GB200 and GB300 systems, positioning NVIDIA at the core of AI infrastructure growth.
• The Q1 FY2027 revenue guidance of approximately $78 billion excludes any Data Center compute revenue from China due to export restrictions, presenting significant upside if trade restrictions ease following the Trump-Xi summit.
• Risks include a high valuation with a $5.7 trillion market cap and 46x trailing earnings, recent retail investor exuberance, competitive pressures from Chinese AI chipmakers, and potential negative outcomes from trade talks or Fed policy changes.
• Analysts show strong consensus optimism with a $269.95 price target, implying 14.5% upside, but near-term gains may be capped, making sub-$250 a strategic entry point to benefit from possible positive policy developments and ongoing AI demand growth.