Executive Summary
Beijing's calculated resistance to Nvidia's H200 chips represents a masterclass in geopolitical negotiation—and creates the most compelling contrarian setup in semiconductors today. While the market fixates on trade war headlines, the underlying dynamics reveal an inevitable capitulation that will unlock massive value. Sara Awad's analysis exposes the critical flaw in the bear case: China's domestic chip performance gap is widening, not narrowing. The H200 outperforms Huawei's best SN910C chip a...
Key Investment Opportunity
The China Re-Entry Catalyst Play
Beijing's negotiation tactics have successfully extracted a better deal (H200 vs H20) but the fundamental performance gap with domestic alternatives makes acceptance inevitable. The guest's analysis shows H200 outperforms across all benchmarks while China faces widening technology gaps due to 7nm ma...
...and 2 more investment opportunities
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