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🚨 WARNING: SOMETHING EXTREMELY BAD JUST HAPPENED!! The U.S. market just lost over $1 TRILLION in one day. But the worst things are happening with chip and AI companies. Trump came to China with 30 CEO's of TOP world companies. And NVIDIA CEO Jensen Huang was with them. Nvidia...

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257,999 views • 1 month ago •via X (Twitter)

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Ingraham: Trump announced he's lifting some export controls on Nvidia allowing the chip maker to sell some products to approved customers in China. Why are we giving anything to China? Johnson: I met with Jenson, the CEO of Nvidia and the way he explains is he has about 95% market share effectively of AI. And with the chips and everything that is involved in that, his argument is if he's not able to compete in China, their system can over take him and thus the U.S.
1:38

Ingraham: Trump announced he's lifting some export controls on Nvidia allowing the chip maker to sell some products to approved customers in China. Why are we giving anything to China? Johnson: I met with Jenson, the CEO of Nvidia and the way he explains is he has about 95% market share effectively of AI. And with the chips and everything that is involved in that, his argument is if he's not able to compete in China, their system can over take him and thus the U.S.

Acyn

133,311 views • 6 months ago

🇺🇸🇨🇳 NVIDIA CEO HUANG: NVIDIA NOW CAN GO BACK AND COMPETE IN THE CHINA MARKET "The respectful, friendly relationship that’s been built between the two presidents [Trump, Xi]. And between the two countries, really creates the conditions I hope for NVIDIA to go back and compete in the China market. Trump’s first administration set the tone perfectly for America to lead in technology and ensure American companies were first. But in the last four years, the policies have really backfired. From a 95% market share in China when Trump left office, NVIDIA’s share is now 0%." Source: Rapid Response 47
1:55

🇺🇸🇨🇳 NVIDIA CEO HUANG: NVIDIA NOW CAN GO BACK AND COMPETE IN THE CHINA MARKET "The respectful, friendly relationship that’s been built between the two presidents [Trump, Xi]. And between the two countries, really creates the conditions I hope for NVIDIA to go back and compete in the China market. Trump’s first administration set the tone perfectly for America to lead in technology and ensure American companies were first. But in the last four years, the policies have really backfired. From a 95% market share in China when Trump left office, NVIDIA’s share is now 0%." Source: Rapid Response 47

Mario Nawfal

82,827 views • 8 months ago

How does the U.S. win the AI race without tightening export controls on advanced AI chips to China? NVIDIA CEO: • China will not base its defense on Western tech • The Pentagon doesn’t use Chinese chips • China has domestic AI chips (Huawei, startups) and manufactures at scale, so its military has access • The U.S. needs a nuanced plan to stay ahead • Make the American tech stack the global standard • If others can’t build on the American stack, they’ll build on another stack • KPI David Sacks 5y → 80% = win; 20% = loss • China: 50% of AI researchers, 30% of the tech market, ~1B users • Cost of isolation: forfeits ~30% of the market, blocks diffusion of U.S. tech, concedes the rest of the world • President Trump wouldn’t view isolation as a winning strategy To win the AI race, the U.S. must lead with the best chips—and win developers and markets worldwide.
2:32

How does the U.S. win the AI race without tightening export controls on advanced AI chips to China? NVIDIA CEO: • China will not base its defense on Western tech • The Pentagon doesn’t use Chinese chips • China has domestic AI chips (Huawei, startups) and manufactures at scale, so its military has access • The U.S. needs a nuanced plan to stay ahead • Make the American tech stack the global standard • If others can’t build on the American stack, they’ll build on another stack • KPI David Sacks 5y → 80% = win; 20% = loss • China: 50% of AI researchers, 30% of the tech market, ~1B users • Cost of isolation: forfeits ~30% of the market, blocks diffusion of U.S. tech, concedes the rest of the world • President Trump wouldn’t view isolation as a winning strategy To win the AI race, the U.S. must lead with the best chips—and win developers and markets worldwide.

Ask Perplexity

156,952 views • 8 months ago

Nvidia received Beijing's approval to sell its H200 AI chips in China and is preparing a Groq AI chip version for the Chinese market, sources said
1:26

Nvidia received Beijing's approval to sell its H200 AI chips in China and is preparing a Groq AI chip version for the Chinese market, sources said

Reuters Business

14,904 views • 3 months ago

Jensen Huang just made the most direct argument of his career about why banning Nvidia from China is not a national security strategy but rather a national security failure. Dwarkesh asks why Nvidia should be allowed to sell chips to China at all, if China would just use Huawei chips without them. Jensen's answer was that in the absence of a better choice, you take the only choice you have. As long as China has to settle for inferior chips, they are building their AI infrastructure on a foundation that is slower, harder to program, and years behind American technology. The moment the US decides to ban Nvidia from selling to China entirely, it removes that disadvantage. China is 40 percent of the global technology industry, Jensen said. Conceding that market, handing it entirely to Huawei is a disservice to American national security, American technology leadership, and American economic power. The data shows what has already happened since the export bans tightened. Nvidia's share of China's AI chip market collapsed from 95 percent to 55 percent in 2025 and at one point during the H20 ban, Jensen himself declared Nvidia had gone from 95 percent share to zero on advanced accelerators. The Trump administration's ban on H20 chips cost Nvidia an estimated 15 billion dollars in lost sales, plus a 4.5 billion dollar inventory write-down. Without the export controls, Nvidia was on track to generate roughly 23 billion dollars in H20 chip sales to China in 2025 alone. Meanwhile Huawei shipped 812,000 AI chips in 2025 and Beijing has now mandated that all state-funded data centers must switch to domestic chips. Jensen's deeper argument is about the global stack, not the quarterly revenue. When developers around the world build AI on CUDA, Nvidia's programming platform, they are building on American technology. When those AI models deploy into every country, the American stack goes with them. Cutting Nvidia out of China does not slow Chinese AI but rather accelerates the construction of a parallel Chinese tech stack that, once built at scale, competes with American technology everywhere else in the world.
1:42

Jensen Huang just made the most direct argument of his career about why banning Nvidia from China is not a national security strategy but rather a national security failure. Dwarkesh asks why Nvidia should be allowed to sell chips to China at all, if China would just use Huawei chips without them. Jensen's answer was that in the absence of a better choice, you take the only choice you have. As long as China has to settle for inferior chips, they are building their AI infrastructure on a foundation that is slower, harder to program, and years behind American technology. The moment the US decides to ban Nvidia from selling to China entirely, it removes that disadvantage. China is 40 percent of the global technology industry, Jensen said. Conceding that market, handing it entirely to Huawei is a disservice to American national security, American technology leadership, and American economic power. The data shows what has already happened since the export bans tightened. Nvidia's share of China's AI chip market collapsed from 95 percent to 55 percent in 2025 and at one point during the H20 ban, Jensen himself declared Nvidia had gone from 95 percent share to zero on advanced accelerators. The Trump administration's ban on H20 chips cost Nvidia an estimated 15 billion dollars in lost sales, plus a 4.5 billion dollar inventory write-down. Without the export controls, Nvidia was on track to generate roughly 23 billion dollars in H20 chip sales to China in 2025 alone. Meanwhile Huawei shipped 812,000 AI chips in 2025 and Beijing has now mandated that all state-funded data centers must switch to domestic chips. Jensen's deeper argument is about the global stack, not the quarterly revenue. When developers around the world build AI on CUDA, Nvidia's programming platform, they are building on American technology. When those AI models deploy into every country, the American stack goes with them. Cutting Nvidia out of China does not slow Chinese AI but rather accelerates the construction of a parallel Chinese tech stack that, once built at scale, competes with American technology everywhere else in the world.

Milk Road AI

21,133 views • 2 months ago

AI Powerhouse NVIDIA Will Hit $1000 Soon Traders and investors fearing an $NVDA NVIDIA-led market correction can put those fears to rest. The company’s Q4 results reveal that the AI market is still strong, stronger than expected and accelerating. The results can be described as nothing but a blowout on top of four quarters of mind-bending results and improved guidance. The takeaway is that price action surged 15% on the news, broke out of a consolidation, and set a new high. The technical outlook alone suggests a move to $1000 is coming, and the analysts are on board.
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AI Powerhouse NVIDIA Will Hit $1000 Soon Traders and investors fearing an $NVDA NVIDIA-led market correction can put those fears to rest. The company’s Q4 results reveal that the AI market is still strong, stronger than expected and accelerating. The results can be described as nothing but a blowout on top of four quarters of mind-bending results and improved guidance. The takeaway is that price action surged 15% on the news, broke out of a consolidation, and set a new high. The technical outlook alone suggests a move to $1000 is coming, and the analysts are on board.

MarketBeat

44,225 views • 2 years ago

If ByteDance were a normal market actor, they would have taken the tens of billions of dollars people are willing to offer them. But they are not a normal market actor. TikTok is a weapon in the hands of Xi Jinping, and only changing the ownership structure will fix that.
1:24

If ByteDance were a normal market actor, they would have taken the tens of billions of dollars people are willing to offer them. But they are not a normal market actor. TikTok is a weapon in the hands of Xi Jinping, and only changing the ownership structure will fix that.

Mike Gallagher

580,338 views • 1 year ago

🚨🇺🇸 DAVID SACKS: IF WE DON’T COMPETE, WE HAND THE MARKET TO CHINA "I think Nvidia, AMD, and other American companies have a better product. But if we don't compete across the world, we will hand the market to China. One of the reasons the president went to the Gulf States on that trip was to encourage business relations between the U.S. and the Gulf States." Source: David Sacks The AI Investor
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🚨🇺🇸 DAVID SACKS: IF WE DON’T COMPETE, WE HAND THE MARKET TO CHINA "I think Nvidia, AMD, and other American companies have a better product. But if we don't compete across the world, we will hand the market to China. One of the reasons the president went to the Gulf States on that trip was to encourage business relations between the U.S. and the Gulf States." Source: David Sacks The AI Investor

Mario Nawfal

50,256 views • 11 months ago

🚨 WARNING: SOMETHING EXTREMELY BAD IS ABOUT TO HAPPEN!! Everyone is waiting for the SpaceX IPO like it's easy money. BUT in reality, it could turn into a DISASTER for the market. And a massive wipeout for retail investors. Here are the main reasons why this is not EASY money but a TRAP: When Facebook ($META) went public, everyone was excited too. But it trapped the crowd, and the stock crashed 70%. JUST IMAGINE: -70% IN JUST 100 DAYS. While early investors were cashing out billions at the same time. The company is expected to be valued at around $1.75-$2 TRILLION. It would instantly become one of the largest giants in the United States. Around 95% of all shares are currently held by employees and early investors, and only 5% will be available for public trading. Insiders are sitting on $1.6 trillion of "paper" wealth. For them, the IPO is the perfect opportunity to cash out that wealth at the expense of ordinary buyers. The same Michael Burry who predicted the 2008 financial crisis. He warns that the SpaceX, OpenAI, and Anthropic IPOs will absorb MORE money than the DOT-COM in 2000. And he has already opened short positions against inflated tech giants like Nvidia and Palantir. A SpaceX IPO would suck capital out of every other asset class. Investors would start selling regular stocks, cryptocurrencies, and other high-risk assets. Why? To rotate money into Elon Musk's flagship company. The crowd sees a beautiful story and Musk's genius. Professionals see a giant bubble and preparations for the largest cash-out by major players in history. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...
0:40

🚨 WARNING: SOMETHING EXTREMELY BAD IS ABOUT TO HAPPEN!! Everyone is waiting for the SpaceX IPO like it's easy money. BUT in reality, it could turn into a DISASTER for the market. And a massive wipeout for retail investors. Here are the main reasons why this is not EASY money but a TRAP: When Facebook ($META) went public, everyone was excited too. But it trapped the crowd, and the stock crashed 70%. JUST IMAGINE: -70% IN JUST 100 DAYS. While early investors were cashing out billions at the same time. The company is expected to be valued at around $1.75-$2 TRILLION. It would instantly become one of the largest giants in the United States. Around 95% of all shares are currently held by employees and early investors, and only 5% will be available for public trading. Insiders are sitting on $1.6 trillion of "paper" wealth. For them, the IPO is the perfect opportunity to cash out that wealth at the expense of ordinary buyers. The same Michael Burry who predicted the 2008 financial crisis. He warns that the SpaceX, OpenAI, and Anthropic IPOs will absorb MORE money than the DOT-COM in 2000. And he has already opened short positions against inflated tech giants like Nvidia and Palantir. A SpaceX IPO would suck capital out of every other asset class. Investors would start selling regular stocks, cryptocurrencies, and other high-risk assets. Why? To rotate money into Elon Musk's flagship company. The crowd sees a beautiful story and Musk's genius. Professionals see a giant bubble and preparations for the largest cash-out by major players in history. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

127,617 views • 1 month ago

🇺🇸 Trump: China wants American AI chips According to Trump, the topic of supplying Nvidia H200 chips to China came up during the discussions. “They have chips at a much higher level, but the H200 is a great chip. China needs it,” Trump said. He also noted that Beijing has not bought the H200 so far because it wanted to develop its own alternatives.
0:40

🇺🇸 Trump: China wants American AI chips According to Trump, the topic of supplying Nvidia H200 chips to China came up during the discussions. “They have chips at a much higher level, but the H200 is a great chip. China needs it,” Trump said. He also noted that Beijing has not bought the H200 so far because it wanted to develop its own alternatives.

NEXTA

38,160 views • 1 month ago

DeepSeek Stock Market Plunge Explained Here's a quick overview of what is happening with the Chinese AI model DeepSeek, NVIDIA, and the stock market. I’ll have a long-form podcast on this soon - follow me to get notified.
2:48

DeepSeek Stock Market Plunge Explained Here's a quick overview of what is happening with the Chinese AI model DeepSeek, NVIDIA, and the stock market. I’ll have a long-form podcast on this soon - follow me to get notified.

Harper Carroll

13,422 views • 1 year ago

Your boy with Jensen! What a day to be alive :) Got a chance to ask an exclusive Question to Jensen at the NVIDIA GTC Press QnA. Asking Jensen about the all new RTX Spark and how will it impact the market 2/3 years down the line. Starting the day with a QnA with Jensen Huang and this is me with Jensen, ladies and gentlemen! #jensen #nvidia NVIDIA AI NVIDIA
1:46

Your boy with Jensen! What a day to be alive :) Got a chance to ask an exclusive Question to Jensen at the NVIDIA GTC Press QnA. Asking Jensen about the all new RTX Spark and how will it impact the market 2/3 years down the line. Starting the day with a QnA with Jensen Huang and this is me with Jensen, ladies and gentlemen! #jensen #nvidia NVIDIA AI NVIDIA

Arsh Goyal

20,549 views • 1 month ago

🚨 SOMETHING VERY STRANGE IS HAPPENING The stock market keeps pushing to new all-time highs. But nobody is paying attention to what’s actually happening. Semiconductor stocks are now worth $13.4T. That’s 19.7% of the entire S&P 500. 4x growth in just five years. And all of that growth depends on one trade: AI. Numbers do not lie: - AI chips generate 50% of all semiconductor revenue - They represent less than 0.2% of total chip shipments - A small group of companies is carrying the entire market Nvidia. Broadcom. TSMC. The same companies every major institution already owns. Here’s how the bubble feeds itself: - Big players fund each other - Partnerships create paper revenue - Money circulates inside the same system We have seen this before: 2000: - A few tech companies carried the entire market - Massive valuations - Narratives driving everything Then reality hit. The S&P 500 collapsed 50%. Now we’re watching the same cycle again. Less than 0.2% of chip volumes are now holding up trillions in market value. And one cut in AI spending is all it takes to break the entire market. Remember, I’ve predicted all the market tops and bottoms for the last 15 years, including the exact Bitcoin bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:33

🚨 SOMETHING VERY STRANGE IS HAPPENING The stock market keeps pushing to new all-time highs. But nobody is paying attention to what’s actually happening. Semiconductor stocks are now worth $13.4T. That’s 19.7% of the entire S&P 500. 4x growth in just five years. And all of that growth depends on one trade: AI. Numbers do not lie: - AI chips generate 50% of all semiconductor revenue - They represent less than 0.2% of total chip shipments - A small group of companies is carrying the entire market Nvidia. Broadcom. TSMC. The same companies every major institution already owns. Here’s how the bubble feeds itself: - Big players fund each other - Partnerships create paper revenue - Money circulates inside the same system We have seen this before: 2000: - A few tech companies carried the entire market - Massive valuations - Narratives driving everything Then reality hit. The S&P 500 collapsed 50%. Now we’re watching the same cycle again. Less than 0.2% of chip volumes are now holding up trillions in market value. And one cut in AI spending is all it takes to break the entire market. Remember, I’ve predicted all the market tops and bottoms for the last 15 years, including the exact Bitcoin bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

221,483 views • 6 days ago

That escalated rapidly. Nvidia’s market share in China has gone from 95% to 0%, thanks to US government’s sanctions (under Biden and Trump). China is the 2nd largest AI and data center market in the world. Nvidia founder/CEO Jensen Huang:
0:41

That escalated rapidly. Nvidia’s market share in China has gone from 95% to 0%, thanks to US government’s sanctions (under Biden and Trump). China is the 2nd largest AI and data center market in the world. Nvidia founder/CEO Jensen Huang:

S.L. Kanthan

21,833 views • 8 months ago

🚨 THIS IS NOT NORMAL SpaceX, OpenAI, and Anthropic are preparing to go public. All at once. To absorb these giants, the market will need to find $200 BILLION in fresh liquidity. This is a brutal stress test for global investors. To buy into these IPOs, big funds need a lot of cash. They will ruthlessly cut overextended tech. First in line: NVIDIA, Microsoft, and Google. But these companies hold up the entire S&P 500. If they start to fall, the index will follow. We saw this before during the COVID bubble. Dozens of tech companies (Rivian, Coinbase, Robinhood) hit the market at crazy high prices. When the Fed hiked rates and liquidity dried up, these stocks crashed 80%. The AI and tech sectors are already running on fumes. Add a $200B drain, and you get a systemic flush. Get positioned before this massive rotation begins. As a reminder, I’ve called every major market turn for the last 10 years, including the $111K BTC peak in October. Turn on notifications. I will guide you through this liquidity squeeze, and when the real bottom finally forms, I’ll call it here publicly.
0:43

🚨 THIS IS NOT NORMAL SpaceX, OpenAI, and Anthropic are preparing to go public. All at once. To absorb these giants, the market will need to find $200 BILLION in fresh liquidity. This is a brutal stress test for global investors. To buy into these IPOs, big funds need a lot of cash. They will ruthlessly cut overextended tech. First in line: NVIDIA, Microsoft, and Google. But these companies hold up the entire S&P 500. If they start to fall, the index will follow. We saw this before during the COVID bubble. Dozens of tech companies (Rivian, Coinbase, Robinhood) hit the market at crazy high prices. When the Fed hiked rates and liquidity dried up, these stocks crashed 80%. The AI and tech sectors are already running on fumes. Add a $200B drain, and you get a systemic flush. Get positioned before this massive rotation begins. As a reminder, I’ve called every major market turn for the last 10 years, including the $111K BTC peak in October. Turn on notifications. I will guide you through this liquidity squeeze, and when the real bottom finally forms, I’ll call it here publicly.

MARMOT

1,434,683 views • 1 month ago

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.
1:59

Why is Palantir so expensive? You don’t need to look at spreadsheets. Just consider this: The market knows NVIDIA sells the shovels for the AI goldrush. The market is realizing that AI isn’t being monetized at the commercial level because although it’s cool, it’s not unlocking any real insights yet. The market now anticipates that Palantir is selling the maps to find the gold…. Gold being AI-driven insights that actually solve difficult problems. Software that works. Since 2021, NVIDIA’s revenue has exploded from $16B to $96B. Palantir’s TTM revenue is $2.5B. The trajectory of Palantir has changed since AIP released in 2023, which is enabling the company to scale. If NVIDIA sells the shovels, and Palantir provides the maps, then the market believes Palantir will see the same explosion of growth within the commercial market, which the market believes has an almost unlimited TAM for Palantir. A lot of people missed out on NVIDIA. While Palantir’s market cap is expensive at $95B, it is nothing compared to NVIDIA’s $3.26T market cap in terms of size. The market doesn’t want to miss out on the next big thing. At this point, investors have thrown all standard methods of valuation out of the window… Those days were years ago. To me, at this point, buying the stock is betting on NVIDIA-like growth (No I’m not saying the company will shoot to a $3T market cap in 2 years — you get the point). If the company does not show this sort of revenue growth, the stock will be punished. This is the risk investors are willing to take. While I am very bullish on the company in the long run, I, like everyone else, have no clue what will actually happen in the short term. This is not a stock to play on the short term. This is why I continue to hold, regardless of how “expensive” the stock gets. I personally believe Palantir does in fact carry the potential to see explosive revenue growth to more than enough justify its current ratios. I’m not saying it will happen this quarter. But the potential is there. It’s a matter of when, in my opinion. I would never risk selling what I view as my golden ticket to wealth with the justification of “it’s too expensive, the price will come back down and I can buy even more then”. If the stock crashes, I can start buying more shares regardless — I don’t want to get greedy and try to time the market. I would never forgive myself if I sold and the stock ended up soaring so high that even after a crash, it would be far too expensive for me to get back in with my original position size (plus capital gains tax). I don’t care who agrees with me or who thinks I’m crazy for saying this — it’s a real risk to me and I’m not willing to take it. This is not me telling you to buy $PLTR. My average is $8.50. Only you can decide what is right, and your decision should be made on your own level of conviction from studying the company — nothing else. This is me telling you why it’s so expensive. Again, I believe that if the stock does not continue to crush earnings each quarter, even the slightest miss, the stock will be punished in the short term. For longs, it’s another opportunity to accumulate more. This is my opinion, of course. 5-10 years from now, we’ll see who was right. Chips & Ontology.

Jack Prescott

258,450 views • 1 year ago

🚨🇺🇸🇨🇳 SPEAKER JOHNSON DEFENDS TRUMP SELLING NVIDIA AI CHIPS TO CHINA: "IF WE DON'T, THEY'LL OVERTAKE US" Speaker Johnson explained Trump's decision to lift export controls allowing Nvidia to sell AI chips to approved Chinese customers, warning that blocking sales could allow China to overtake America's AI dominance: "China is a principal threat except for the national debt. I met with Jensen, the CEO of Nvidia. He has about 95% market share of AI. His argument is if he's not able to compete in China, then their system can overtake him and thus overtake the US. It's a delicate balance. We've got to treat China as the adversary that they are but also they're a really important trade partner." Source: Fox
1:31

🚨🇺🇸🇨🇳 SPEAKER JOHNSON DEFENDS TRUMP SELLING NVIDIA AI CHIPS TO CHINA: "IF WE DON'T, THEY'LL OVERTAKE US" Speaker Johnson explained Trump's decision to lift export controls allowing Nvidia to sell AI chips to approved Chinese customers, warning that blocking sales could allow China to overtake America's AI dominance: "China is a principal threat except for the national debt. I met with Jensen, the CEO of Nvidia. He has about 95% market share of AI. His argument is if he's not able to compete in China, then their system can overtake him and thus overtake the US. It's a delicate balance. We've got to treat China as the adversary that they are but also they're a really important trade partner." Source: Fox

Mario Nawfal

28,949 views • 6 months ago

Nvidia chips have become the most smuggled technology on the planet. And the criminal networks moving them look EXACTLY like drug cartels. The entire operation just got exposed, and the details are absolutely insane: A co-founder of Supermicro, one of Nvidia's biggest hardware partners, was secretly running a $2.5 BILLION smuggling pipeline to China. Servers were assembled in the US, shipped to Taiwan, repackaged into unmarked boxes at a shell company in Southeast Asia, then forwarded to Chinese buyers who wanted the chips inside. $510 million worth of servers moved to China in just THREE WEEKS. When a broker sent him a news article about other chip smugglers getting arrested by the feds, the co-founder replied with sobbing emojis on his encrypted chat. Then kept going. This is the same Supermicro that helped Elon Musk build his Colossus AI cluster in 122 days. The same company flagging $13 billion in Nvidia Blackwell orders on their earnings call. And their co-founder was running the biggest illegal chip operation in history out the back door. It gets even crazier here though... In New York, a marketing executive was pitching GPU smuggling on WeChat calling it "lucrative." In Tampa, a guy set up a fake realty company to ship A100s to China and moved 400 GPUs before getting caught. In one of the wildest stings ever, federal agents seized smuggled chips and the smugglers thought they'd been STOLEN. They sent an inspection team to a government warehouse, verified the Nvidia labels, then wired a $1 million ransom to a government-controlled bank account. The feds watched it all on surveillance cameras. Next day the smugglers rolled up with three semi trucks. Federal agents were waiting. In the past 12 months, the Commerce Department has collected nearly $420 million in penalties for semiconductor smuggling to China. Applied Materials paid $252 million and Cadence paid $95 million after admitting employees sent chip design tech to a Chinese university running nuclear simulations. Now here's where the story gets complicated: The US government spent YEARS building export controls to keep these chips out of China. Billions of dollars in enforcement, sanctions, entity lists, licensing requirements. But none of it worked. Nvidia's market share of AI chips in China has dropped to ZERO because China found other ways to get what it needs through Huawei. Jensen Huang told American lawmakers the export controls "largely backfired." Conceding an entire market the size of China makes no strategic sense when Chinese AI talent is world class and their energy is cheaper. Meanwhile Trump approved H200 sales to China with a 25% fee to the US government. Ten Chinese companies got clearance. But not a SINGLE chip has been delivered because China's own government is now BLOCKING the purchases. Beijing told Chinese firms not to buy American chips. They want domestic investment flowing to Huawei instead. So now you have a situation where the US spent years trying to stop China from getting Nvidia chips, criminal networks built a billion dollar black market to smuggle them anyway, Trump finally approved sales, and China said "we don't want them anymore." The chips America tried to keep out of China are now being REFUSED by China. Nvidia is caught in the middle of all of it. Jensen Huang flew to Beijing this week after originally being left off Trump's delegation. Trump saw the news coverage about his absence and called him the morning of the trip. The most valuable chips in the world are being smuggled through shell companies, fake real estate firms, encrypted chats, unmarked boxes, and billion dollar laundering operations. America spent billions trying to keep these chips away from China, and criminals spent billions trying to sneak them in. But China just moved on and built their own through Huawei. The entire war was basically for nothing.
1:15

Nvidia chips have become the most smuggled technology on the planet. And the criminal networks moving them look EXACTLY like drug cartels. The entire operation just got exposed, and the details are absolutely insane: A co-founder of Supermicro, one of Nvidia's biggest hardware partners, was secretly running a $2.5 BILLION smuggling pipeline to China. Servers were assembled in the US, shipped to Taiwan, repackaged into unmarked boxes at a shell company in Southeast Asia, then forwarded to Chinese buyers who wanted the chips inside. $510 million worth of servers moved to China in just THREE WEEKS. When a broker sent him a news article about other chip smugglers getting arrested by the feds, the co-founder replied with sobbing emojis on his encrypted chat. Then kept going. This is the same Supermicro that helped Elon Musk build his Colossus AI cluster in 122 days. The same company flagging $13 billion in Nvidia Blackwell orders on their earnings call. And their co-founder was running the biggest illegal chip operation in history out the back door. It gets even crazier here though... In New York, a marketing executive was pitching GPU smuggling on WeChat calling it "lucrative." In Tampa, a guy set up a fake realty company to ship A100s to China and moved 400 GPUs before getting caught. In one of the wildest stings ever, federal agents seized smuggled chips and the smugglers thought they'd been STOLEN. They sent an inspection team to a government warehouse, verified the Nvidia labels, then wired a $1 million ransom to a government-controlled bank account. The feds watched it all on surveillance cameras. Next day the smugglers rolled up with three semi trucks. Federal agents were waiting. In the past 12 months, the Commerce Department has collected nearly $420 million in penalties for semiconductor smuggling to China. Applied Materials paid $252 million and Cadence paid $95 million after admitting employees sent chip design tech to a Chinese university running nuclear simulations. Now here's where the story gets complicated: The US government spent YEARS building export controls to keep these chips out of China. Billions of dollars in enforcement, sanctions, entity lists, licensing requirements. But none of it worked. Nvidia's market share of AI chips in China has dropped to ZERO because China found other ways to get what it needs through Huawei. Jensen Huang told American lawmakers the export controls "largely backfired." Conceding an entire market the size of China makes no strategic sense when Chinese AI talent is world class and their energy is cheaper. Meanwhile Trump approved H200 sales to China with a 25% fee to the US government. Ten Chinese companies got clearance. But not a SINGLE chip has been delivered because China's own government is now BLOCKING the purchases. Beijing told Chinese firms not to buy American chips. They want domestic investment flowing to Huawei instead. So now you have a situation where the US spent years trying to stop China from getting Nvidia chips, criminal networks built a billion dollar black market to smuggle them anyway, Trump finally approved sales, and China said "we don't want them anymore." The chips America tried to keep out of China are now being REFUSED by China. Nvidia is caught in the middle of all of it. Jensen Huang flew to Beijing this week after originally being left off Trump's delegation. Trump saw the news coverage about his absence and called him the morning of the trip. The most valuable chips in the world are being smuggled through shell companies, fake real estate firms, encrypted chats, unmarked boxes, and billion dollar laundering operations. America spent billions trying to keep these chips away from China, and criminals spent billions trying to sneak them in. But China just moved on and built their own through Huawei. The entire war was basically for nothing.

Ricardo

17,325 views • 1 month ago