$NVIDIA(NVDA.US) held 207 and was relatively resilient while memory got wrecked and the semi index fell 2.6%. same playbook as always, when the sector gets scared money concentrates into the leader with the cleanest demand. the H200 China approval is capped under 200k units so it's not a needle-mover, but the relative strength on an ugly chip day is the tell. holding core, not chasing.
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