$NVIDIA(NVDA.US)Nvidia ah, the once-unstoppable AI juggernaut, is showing cracks in its armor. 🇺🇸 slapping export licenses on H20 chips to China... That’s a $5.5B gut punch to their top line(NVIDIA expects losses of $5.5B in Q1 fiscal 2026), no chiobu boleh save this one. The market’s still pricing NVDA like it’s God’s gift to semiconductors, but hello, China’s 🇨🇳 20-25% of their revenue! The entire semiconductor supply chain is a house of cards. I’m cutting loss before the Q1 report drops. KNN, even TSMC Arizona can’t save this short-term pain.
“Exempt from tariffs” my foot—H20 license requirements are just the start. You think China won’t retaliate? They’ll boost Huawei’s Ascend chips and leave NVDA rotting.
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