a few months we’re going to see an article saying China has bought record amounts of H20s and NVIDIA’s stocks are going to go up again. This is because the smaller companies are still going to be buying and at MSRP because the big boys can’t.

I would not bank on it, but I guess we’ll see.

At the moment, NVIDIA and CoreWeave are busy swapping spit while Trump is throatling the export economy at record speed.

But hey, we’ll see.