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Nvidia Dodges Trade War Bullet as Trump Lifts Chip Restrictions—Wall Street Yawns
Nvidia Dodges Trade War Bullet as Trump Lifts Chip Restrictions—Wall Street Yawns
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Nvidia’s supply chain just got a political hall pass. The Trump administration’s surprise reversal on semiconductor export controls sends NVDA stock into the green—but don’t expect gratitude from traders who’ve priced in every geopolitical whim.
Behind the headlines: AI chip dominance hangs in the balance. While rivals scramble to adapt, Huang’s empire keeps printing money with gaming GPUs repurposed as crypto-mining rigs. Some things never change.
The real winner? Short-term speculators. Long-term investors remember how quickly DC’s mood shifts—today’s policy win could be tomorrow’s regulatory nightmare. Just ask Huawei.
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