MaDLabbit
12-10

H200 sales may be approved by president trump but I think China will still avoid to use it, they have huawei, Baidu's kunlun AI and others, they will consider that trump have hold them hostage once and he will do it again. So China will be worried and want to develop their own technology rather than relying the US which is so unpredictable. therefore I'm bullish with Baidu Kunlun AI chip. 

Nvidia Still A Top 2026 Chip Pick: Already Hit Bottom?
Nvidia rebounds with Micron's beats. Still, Morgan Stanley remains firmly bullish on the sector, calling semiconductors one of the brightest spots in U.S. equities next year. In its “2026 Top Semiconductor Picks,” Nvidia, Broadcom, and Astera Labs rank at the top. Morgan Stanley argues that the semiconductor upcycle is far from over, driven by seemingly limitless global demand for AI compute. Is this a buy-the-dip moment for Nvidia? Do you expect a rebound tonight — or a classic gap-up-and-sell-the-news session?
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