Well then it’s still a kneejerk reaction because China isn’t going to have a competitive product overnight so Nvidia still has a moat for a year or whatever the lead time is for gpu development.

Not to mention, you can have the design, you still need the fabrication to manufacture the things so unless China successfully invades Taiwan, it doesn’t mean shit

I’d be much more concerned if news broke that ASML was compromised by Asian baddies