Possible Huangate After-Effect-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Possible Huangate After-Effect

I am thinking though the possible effects we will be seeing from this very sad and unnecessary episode.

1) Congress and the US may ban Nvidia from selling all chips to China.

2) This may also apply to Singapore specifically, where Megaspeed was operating and buying from.

3) US based Datacentres/Neocloud companies may actually benefit as this means their allocation of chips increases. Plus, now Nvidia will have to go all out to support them to make up the export deficit.

4) Conversely, the new CEO may not want to continue the circular financing strategy for these US based customers.

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