Why this is bullish:
💼 Market access remains intact
- Instead of a total ban $NVDA (-1.45%) & $AMD (-2.39%) can continue to supply chips to China - including slimmed-down high-end AI models such as H20 & A800.
⚡ Presumed quid pro quo:
🚚 Relaxation of the export bans - certain chips may be officially exported again.
⏱ Faster approvals - less bureaucracy, more predictability.
📅 Planning security - Fixed framework instead of constantly new lists of bans.
💰 Doubly positive:
- For Nvidia & AMD: market worth billions remains open.
- For the USA: billions in additional revenue - without new debt.
📉 Negative in the short term - opportunity in the long term
- Many investors see the levy as a burden → Share price falls in the short term.
- In the long term the advantage of secure market access prevails.
- My take: Such dips are often golden buying opportunities for the patient. 🛒💎
📈 Market reaction:
Investors thinking beyond the day see: 15% is a small price to pay for 85% of one of the world's largest sales markets.
💡 Conclusion:
Better 85% of China than 0% - and with Washington as a partner behind you, markets can be served more securely.
