Nvidia: 2026 Is Likely To Be A Year Of Consolidation (Technical Analysis) (NVDA)

Nvidia: 2026 Is Likely To Be A Year Of Consolidation (Technical Analysis) Summary Nvidia Corporation faces a set of mixed catalysts, including China market developments, custom silicon competition, and technical trading signals. NVDA's China sales are relatively minor to start with. Net profit from H200 GPU export is uncertain due to demand concerns, domestic competition, and also 25% fee. In the U.S., custom silicon from hyperscalers like Google and Amazon threatens NVDA's pricing power and market share, particularly as Google’s TPUs could offer far lower total ownership costs. Technicals suggest the formation of a downside wedge pattern. It is unclear which way the wedge will break amid these uncertainties. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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