Read my previous post: How Nvidia stock is like Apple and what may come next
My comments after Alice Huang incident:
1/ AI won’t stop from here; it’s probably healthier to have other (leaders’) voices besides Jensen Huang; it’s better to have more choices
2/ stock market is better with less focus on AI infra and less inflation in components; it makes much more sense now
3/ national security is probably less of a real concern; it’s much more important to have more “say” or leverage in Nvidia and AI.