What you need to know
• Nvidia’s (NVDA) stock has nearly rebounded from its recent downturn, trading at $138.85, close to its pre-dip level of $142.
• Investors who capitalized on the dip are seeing substantial gains as the stock recovers.
• South Korea plans to acquire 10,000 Nvidia GPUs to bolster its national AI infrastructure.
Market Overview
Nvidia’s shares have demonstrated resilience, recovering from a significant 17% drop on January 27, 2025, which erased approximately $600 billion in market capitalization. As of February 18, 2025, the stock is trading at $138.85, nearing its pre-dip value of $142.
Investor Sentiment
The swift rebound has validated the strategies of investors who purchased shares during the downturn. The initial sell-off was triggered by concerns over competitive pressures from emerging AI technologies, but the market’s recovery suggests sustained confidence in Nvidia’s long-term prospects.
Stacy Rasgon, Bernstein analyst, emphasized the importance of Nvidia’s upcoming product cycle: “In front of the Blackwell product cycle, you have to be in Nvidia.”
Strategic Expansion in South Korea
In a move to enhance its AI capabilities, South Korea announced plans to secure 10,000 high-performance GPUs from Nvidia within this year. This initiative aims to establish a national AI computing center, reflecting the growing global demand for Nvidia’s advanced AI hardware.
The Oracle says:
“The Oracle says to monitor Nvidia’s strategic partnerships and international expansions closely, as these developments are poised to drive future growth and investor returns.”
In times of market dips, staying rational is key. Panic leads to losses, while patience and analysis reveal opportunities. If a company’s fundamentals remain strong, a downturn isn’t a threat—it’s a chance to buy quality at a discount.
