$NVIDIA(NVDA)$ Nvidia's strength isn't solely in chip performance; it lies in ecosystem control. Permitting exports ensures global AI development remains anchored to U.S. hardware, software, and standards. Isolation accelerates substitutes, while engagement preserves leadership.
The leveraged positions on $Advanced Micro Devices(AMD)$ are absolutely staggering, presenting what could be Wall Street's highest-probability play with potential upside catalysts.
$Advanced Micro Devices(AMD)$ 's latest guidance strategically omitted China revenue. Confirmation of $Alibaba(BABA)$ procurement contracts would force analysts to revise their models upward.