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Nvidia hit with surprise effective ban on chip sales to China

Nvidia hit with surprise effective ban on chip sales to China

April 16, 2025 @ 5:48 pm | AMD, AVGO, Breaking News, Jubak Top 50 Portfolio, NVDA, QCOM | 0 comments

Just days after Nvidia and other chip stocks rallied on news that thee Trump Administration would pause tariffs on chips and electronic goods, the White House has informed the company it would require a special license for exports of its H20 chips. The H20 chips were...
China’s DeepSeek news leads to AI stock rout–do you think AI stocks might have been overvalued?

China’s DeepSeek news leads to AI stock rout–do you think AI stocks might have been overvalued?

January 27, 2025 @ 8:09 pm | AMAT, AVGO, Breaking News, Buy, GM, MSFT, NVDA | 2 comments

News that DeepSeek a Chinese AI startup, had developed an open-source AI model that matched the performance of U.S. AI models from OpenAI, Alphabet, and Meta platforms at a fraction of the cost sent AI stocks reeling today, Monday, January 27. Nvidia (NVDA) shares...

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