You are right. Tens of billions are at stake, and Nvidia is not sitting idly by. The company spends millions of dollars on legal lobbying in Washington. Their goal is not to eliminate restrictions entirely, since that is impossible, but to shape regulations that allow them to sell stripped down yet still profitable versions of their chips, exactly as they did with the H20 for China. These are documented financial efforts to protect their market share, and they are far more effective than any anonymous threads on X. Nvidia possesses absolute information asymmetry. They know their order book, TSMC capacity, and real demand for years to come better than any hedge fund. They do not need to manipulate the market illegally. It is enough for them to provide a slightly more optimistic or, conversely, cautious forecast during an official earnings call at the right moment. This steers algorithmic traders and large funds in the desired direction, neutralizing any Sunday information noise.
Mark VernerShare
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