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$NVDA
Latest news shows:
The United States approves the sale of relevant NVIDIA chips.
But China directly refuses.
The truly frightening thing is not selling a few fewer chips.
It's that the market is beginning to realize:
The logic of China's tech industry is shifting from "reliance on NVIDIA" to "domestic replacement."
Once autonomous replacement accelerates, the impact is not just on NVDA.
It's on the valuation logic of the entire AI industry chain.
Many times when an era shifts, it initially appears as just an ordinary news story. ⚡
$BTC $ETH #NVIDIA