@convequity@xkhy01 China already can get their hands on the latest Nvidia chips through the black market. If they want to reverse engineer Nvidia chips they can do it whether Nvidia sells into China or not.
@convequity Obviously positioning for the long game is far more important. China can't destroy America next monday morning but is a formidable adversary for the next 20 years
@Tsla99T The website is pretty cool but the value of TSLA is essentially 3 far OTM options: robotaxi, optimus, dc in space. None of the numbers now matters.