Bought some NVIDIA.


China’s AI computing power is now unlocked.

Bought some SpaceX.
China can now build reusable rockets.

Bought some Micron.
China’s memory industry is suddenly world-class.

Bought some ASML.
China can now build its own DUV lithography machines.

Who’s next? Intel?😂
NVDA0.32%
SPCX2.20%
MU-8.84%
ASML-4.12%
INTC-5.31%
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