Best trade on Jenson being ousted is $BABA. IMO - the americans are clearing pushing for an AI race with the Chinese. Thus far, China has been rather pro-occupied with internal politics, still doing purges. Their AI companies have also been focused on cost versus being on the frontier. However, if the US sharpens their knives, then China is forced into backing their best companies into this AI race - versus trying to deliver common poverty. At this point, you dont have to pick BABA, you can also pick whichever China tech company like TENCNT. Time duration - i would give it a year to play out. Your down side? Look at where BABA is already trading at.