China's continued desire for the H200 tends to indicate $NVIDIA(NVDA)$ 's standing against their best chips. The additional revenue is merely cream on top.
$Alphabet(GOOG)$ I do not understand why investing in the future is perceived negatively. AI represents the future regardless of preference. Analysts focus on investment returns, but consider the consequences if $Alphabet(GOOGL)$ does not invest and falls behind competitors.
Yeah, this price action has nothing to do with $NVIDIA(NVDA)$ or any other stocks. It's all geopolitical. Hold tight, my friends... good times will come.