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For investors closely following Nvidia (NVDA), a pivotal date looms on the horizon: May 15. This isn’t just another day on the calendar, but a critical juncture that could shape the trajectory of Nvidia’s stock in the weeks and months to follow. Bank of America has issued a note of caution to investors, forecasting a period of volatility leading up to this date. The reason? The U.S. government is set to roll out its new tiered AI chip export restrictions, known as the AI Diffusion Rule. Given Nvidia’s exposure to China via its H20 GPU line, uncertainty around how these rules could affect the company has investors on edge.
So, how should Nvidia investors approach the coming weeks? Is May 15 the end of the turbulence or merely a milestone in an ongoing rollercoaster? Let’s break down what’s happening, why May 15 matters, and whether NVDA stock deserves a spot in your portfolio today.