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Year in Review for NVDA: DeepSeek, China Sales, GOOGL & AMD Competition

8 min2 januari 2026

Wedbush's Matthew Bryson is impressed with how Nvidia (NVDA) shares closed 2025 amid a slew of AI headwinds. When it comes to possible catalysts, he tells investors to watch for any headlines surrounding China sales. When it comes to rising competition from other Mag 7 giants like Alphabet (GOOGL), Matthew weighs how big a threat it poses to Nvidia. He later offers his expectations for chipmaking peers like AMD Inc. (AMD)


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