Reddit's WSB Is Going Full Degen on $NVDA Calls After Jensen Huang Pulled an 'Air Force One Stunt' in Beijing

Let's be honest — if you weren't watching $NVDA this week, what were you even doing? Reddit's investing communities are absolutely feral over Jensen Huang's last-minute addition to Trump's Beijing delegation, with high-upvote DD threads calling it the most bullish CEO photo-op since Bezos stood in front of a rocket. Huang literally got picked up during an Alaska refueling stop on Air Force One. The man treats geopolitics like a connecting flight. $NVDA responded by hitting all-time highs in pre-market, up 2.4%, dragging the rest of the Mag 7 — $AMZN, $GOOGL, $MSFT — along for the ride.

The bull case Reddit keeps hammering: Beijing approval for Chinese customers to buy Nvidia's H200 chips would be a demand unlock that current estimates don't fully price in. Hong Kong-listed Chinese AI names surged on the same thesis. Meanwhile, cloud upstart Nebius Group (which competes with $CRWV) just dropped a 684% revenue jump to $399M in Q1 — proof that the AI compute buildout is very much real and very much ongoing.

The buzzkill? A PPI print of +6% year-over-year — nearly triple expectations and the hottest since 2022 — sent Treasury yields spiking and Dow futures into a tailspin. WSB's current vibe: go long the AI chip trade, pray the Fed doesn't remind everyone that inflation is still very much at the party and definitely didn't RSVP.