Trump Promises Major Response as 'Sell America' List Expands
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Should l Buy NVDA?
Source: Barron's
- Global Investment Trends: A major public investor has reduced its investments in U.S. assets, signaling a shift in global capital markets.
- "Sell America" Trade: This move reflects a growing trend among investors to move away from American assets.
- Market Implications: The reduction in U.S. asset exposure may indicate broader concerns about the U.S. economy and investment climate.
- Investor Sentiment: The actions of this public investor highlight changing attitudes towards U.S. investments in the global market.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 183.910
Low
200.00
Averages
264.97
High
352.00
Current: 183.910
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Impact on Stakeholders: The acquisition may affect various stakeholders, including investors and employees, highlighting the importance of transparency and communication during the process.
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- Chinese Market Recovery: After the sales ban imposed by the Trump administration, Nvidia has received approval to resume shipments to China, and successfully regaining market share could provide a new growth impetus, further solidifying its leadership in the global AI market.
- Accelerating Revenue Growth: Wall Street analysts project Nvidia's revenue growth to reach 79% next quarter and 85% the following quarter, indicating a reversal of previous tapering trends, which will significantly boost investor confidence and market expectations.
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- Future Exploration Plans: Despite the pause, OpenAI stated it will continue to explore the Stargate project and plans to restart when appropriate regulatory conditions and lower energy costs are in place, indicating the company's confidence in the UK's AI future and its long-term investment intentions.
- Talent Investment and Local Expansion: During the project pause, OpenAI is still investing in talent and expanding its local presence in the UK, aiming to support the government's commitment to adopting frontier AI in public services, demonstrating the company's ongoing commitment to the market.
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See More
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- Historical Data Insight: The Shiller P/E ratio for the S&P 500 has averaged 17.35 over 155 years, while currently exceeding 40, marking the second-highest valuation in history, which could foreshadow significant declines ahead.
- Downside Risk: Historically, every time the Shiller P/E surpassed 30 during a bull market, it was followed by declines of 20% to 89%, with the current situation mirroring past instances during the dot-com bubble and early 2022, suggesting potential for similar market crashes.
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- Long-Term Investment Strategy: History shows that conflicts and market turmoil are temporary, and quality companies typically recover and achieve long-term growth after short-term challenges, prompting investors to focus on firms with strong competitive positions and solid financial health.
- AI Investment Opportunities: In the current market environment, AI stocks like Nvidia, trading at a one-year low valuation, present an ideal choice for growth investors, as their broad product portfolio is expected to drive future market gains.
See More
