$NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$ if Jensen continues on this path of still doing business with CCP, what will happen next is Nvidia will be under probe for monopoly, this will benefit AMD, as AMD has always been the strategic buffer if Nvidia goes rogue, and Lisa being distant cousin of Jensen, this will be interesting.
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CaptainBoi
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AMD does business with china as well .-.
Minotor
:
Deepseek wouldn’t have happened or not so soon if Nvidia hadn’t breached export rules. Even Elon Musk believes Deepseek used 50,000 Nvidia chips, not the 10,000 they’ve declared.
CaptainBoi
SKYWalkers
OP
:
So does every American business. People need to realize that china is a big market that many companies can’t afford to lose. Though tech companies operating in a China could be a national secruity concern. But the government doesn’t care, if they did then they shouldn’t have slapped a 5.5b fine on Nvidia.
$Advanced Micro Devices (AMD.US)$you have to understand that with the 800 million charge off that AMD is taking they're 100% guaranteed to miss their earnings their revenues will be short their guidance is going to be down, cuz right now they're banned from doing business in China just like Nvidia no GPU sales of any kind.. 100% guaranteed that's going to happen
$Advanced Micro Devices (AMD.US)$- YouTube with asml tanking on guidance. i expect amd to tank for upcoming earnings as well. lisa openly mentioned there are definitely short term impacts.
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CaptainBoi : AMD does business with china as well .-.
SKYWalkers OP CaptainBoi : so if they also do that, they will get into trouble too
Minotor : Deepseek wouldn’t have happened or not so soon if Nvidia hadn’t breached export rules. Even Elon Musk believes Deepseek used 50,000 Nvidia chips, not the 10,000 they’ve declared.
SKYWalkers OP Minotor : yup, if Jensen continues, I don't know how much more fines are incoming, this uncertainty factor is not good for investors
CaptainBoi SKYWalkers OP : So does every American business. People need to realize that china is a big market that many companies can’t afford to lose. Though tech companies operating in a China could be a national secruity concern. But the government doesn’t care, if they did then they shouldn’t have slapped a 5.5b fine on Nvidia.
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