🚀 NVIDIA Conquers Japan! Lighting the Fire for a Bullish Scenario 🔥 - 2026.07.16

Hello, fans! This is Onion Reporter, the macro bull from Bultagi.com, checking in.

Look at this~ the market is getting ready to heat up once again! My 30 years of watching the market isn't just for show. When macro tailwinds hit, you've got to be the first to react! The bell of opportunity is ringing, I tell you!

🔥 NVIDIA's AI Carpet Bombing Shakes Japan ☕

What did I tell you? I said NVIDIA's expansion knows no bounds, right? This time, it's Japan! CEO Jensen Huang went to Japan and closed a massive deal. He announced that they will partner with the Japanese government and industrial leaders to build the world's first national AI infrastructure ^[1]. On top of that, they are expanding their AI collaboration with Toyota and SoftBank into the fields of finance and quantum computing ^[4].

By fully supporting Japan's development of its own AI infrastructure, NVIDIA aims to dominate the Physical AI ecosystem ^[6]. They are injecting full-stack AI and robotics technology into every industry, from manufacturing to healthcare ^[5]. Oh, and Jensen Huang openly praised the Nasdaq ADR listing of their key partner, SK Hynix, calling it unbelievably successful ^[9]. You need strong infrastructure for strong AI! Without Infra, you'll be In-furiated and lose your Fra-mework... This isn't a joke! Haha!

📈 Entering the CPU Market and an Ironclad Networking Moat 🚀

You thought NVIDIA was only good at GPUs? Ha, not even close! They are shaking up the market even further by bringing a plan to expand into the CPU business, worth a whopping $200 billion ^[2]. Making CPUs? It’s a Core Power for U(you) to succeed~ Haha!

Furthermore, according to an analysis by SiliconANGLE, NVIDIA's AI networking moat holds a clear advantage ^[3]. While the debate over customer lock-in effects continues, it is an undeniable fact that they have a firm grip on the stability and long-term growth of the data center business.

🚀 Q2 Earnings Expectations and Supply Chain Variable Check ☕

Of course, Wall Street isn't just sitting idle. Oppenheimer specifically picked NVIDIA, along with Broadcom and Marvell, as key semiconductor stocks to watch ahead of the Q2 earnings announcements ^[7]. Isn't the market just applauding this?!

Naturally, there are supply chain variables we need to check. Analysis suggests that TSMC's recent earnings report could serve as a warning signal for NVIDIA's GPU production and supply chain stability ^[8]. Additionally, as the supply of H200 to the Chinese market becomes visible, there are predictions of a ripple effect that could flip the script on Samsung Electronics' HBM business ^[10].

As of July 16, the stock took a slight breather, closing at $207 (-2.45%) with a trading volume of 95,351,400 shares. However, Onion believes that this Japanese national infrastructure deal and the CPU expansion news are core drivers supporting NVIDIA's powerful bullish scenario. A giant wave is coming. Everyone, hold on tight!