NVDA’s partnership with OCI could help negate the adverse developments that have cropped up due to geopolitical risks.

NVDA’s powerful AI-ready infrastructure feels like a good fit to harness Oracle’s deep data repositories.

NVDA’s forward valuations look attractive and the risk-reward on the weekly chart does not look too bad.

However, institutions still continue to shun the stock, and it does not look like it will be an apt rotation candidate for those fishing in the semiconductor or AI arenas.