$NVIDIA (NVDA.US)$
I saw an article stating that in China, companies like Alibaba, TENCENT, and ByteDance have been advised to refrain from purchasing H20, so there might be some impact in that area.

$Micron Technology (MU.US)$
Before the earnings report, when the Analyst issues a Buy recommendation, it happens every time that one predicts a decline, and it ends up happening.

$NVIDIA (NVDA.US)$
Export regulations are becoming increasingly stricter.
It is unlikely that export regulations will be relaxed.
If the details are confirmed, it may be lowered again.

$NVIDIA (NVDA.US)$
In the past year, the explosive increase in GPUs destined for Singapore has raised concerns that this might be a loophole to China. If there is a complete shipping ban to Singapore and China, about 30% of sales would disappear, so a decline in stock prices might be unavoidable.

$NVIDIA (NVDA.US)$
The earnings report is not bad, but it has become difficult to engage with the stock until the details of the semiconductor regulations are announced. If all GPU exports are banned to China and all countries that might pass GPUs to China, it would be an absolute disaster. The Secretary of Commerce, Raimondo, has quite a crazy look in her eyes, so it seems likely she will implement export regulations that disregard national interests.

This includes delusions; everything is fiction.
There are basically three conditions in the Market Overview. First, A shares, the Shanghai Index is well-known.
Shanghai A shares and Shenzhen A shares are essentially casinos that can only be purchased by local individuals. They are traded in RMB. $CSI 300 Index (000300.SH)$ $SSE Composite Index (000001.SH)$
The Shanghai Index seemed to be cursed, being stuck at 3000 forever, but it seems that the spell has finally been broken.
Because it is used as a daily legal casino, locals do not have much of a concept of long-term investment; it is a substitute for pachinko.
A father sells his house and pours all his wealth into the market, only to be left in despair after a crash.
I did it again – it's my third bankruptcy...
When searching for 'China Connect crash', he will definitely come up. You understand, right? He is making huge earnings from AdSense via Google and is now running a casino in Macau.
It seems that there are many people with a very gambler-like attitude. They are hungry for profits, and there was also a line of resellers for the release date of NVIDIA's RTX 5090.
If Real Estate Investment becomes profitable, then go all out, borrow heavily, invest vigorously, and engage in Construction madly...

$NVIDIA (NVDA.US)$
NVIDIA is amazing.
Both TSMC and TESLA.

$NVIDIA (NVDA.US)$
I don't consider Deep Sea to be a threat as it is close to piracy, but it is a threat that the full regulation of NVIDIA chips for China will ultimately result in the advancement of Huawei chip development, leading to cheap and widespread availability worldwide.
Wouldn't it be better to promote the widespread use of NVIDIA chips now so that it cannot be changed later?

$NVIDIA (NVDA.US)$ Vroom investigates Microsoft over suspicions that Deep Sea from Bloomberg illegally obtained OpenAI data! Where there's smoke, there's fire 🔥 Is it technology theft? 😆 Since it's still under investigation, it's hard to say for sure as it involves children! Am I the only one who thought "I knew it!"??

$NVIDIA (NVDA.US)$
No matter how cheap it is, it won't lead to a trend of accepting pirated AI from China, right?