Executive Summary
Trump's decision to allow Nvidia H200 chip sales to China represents more than trade policy—it's a strategic gambit that exposes the semiconductor giant's dependence on a market that increasingly doesn't want American products. Caroline Hyde's revelation that China is already implementing licensing restrictions on H200 access, despite U.S. approval, signals a fundamental shift in the AI arms race. While Nvidia trades at reasonable valuations with a PEG of 1.0, massive insider selling totaling 5....
Key Investment Opportunity
The Cultural Preservation Play: Netflix's Anti-Acquisition Strategy
Netflix's greatest strategic advantage lies not in acquiring legacy content libraries but in preserving its disruptor culture during the AI transition. Laura Martin's analysis reveals that acquiring Warner Bros Discovery's 35,000 employees would dilute Netflix's 14,000-person innovation engine at pr...
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