Strong Positive
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Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
NVDA
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Nvidia (NVDA) Tumbles as China Accelerates Domestic AI Chips, Threatening H20 Sales | GuruFocus | Login to see the signal | |
China's Nvidia Breakup? The AI Chip Divorce Silicon Valley Feared Is HappeningSummaryChina's AI supply chain is shifting toward domestic chips, reducing Nvidia's long-term dominance despite H20 shipments. Cambricon, Huawei, Alibaba and startups scale alternatives amid sanctions; US policy on Blackwell GPU sales remains the key wildcard. |
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