Stock Market is the bottom in?
- Thread starter Peplin Creek
- Start date
bwoods11
5 year old buck +
Suspended, but I still like CVI !
I don’t see any appearance that’s negative ? You didn’t see the picture of the meeting with Japan ? EU discussions have gone well. That’s 2 big ones !
Honestly I hope he sticks with tariffs on China (maybe 25% across the board ) leave em on there !
jsasker007
5 year old buck +
TLRY is planning a reverse split. Just a heads up. I don't think I've ever come out ahead on a stock that has done a reverse split. They may have come back from it but never when I've been holding.
Foggy47
5 year old buck +
I like him and Victor Davis Hanson for some insightful perspective on our Economy and the politics that go with it. Victor Davis Hanson has so much history and knowledge to offer.....and makes a great orator. Unreal.
Edit: If you have the time watch and listen to this.
Awhile back export controls were brought up and we had a little discussion about Nvidia and how the Biden administration banned export of their H200 chips to China. NVIDIA then built a chip to export that was export control compliant. It is a H20 chip and it was just banned for export. Price of NVDA took a big whack as a result.
My wife just sent me this post from LinkedIn In. It’s techy talk but I found it interesting. I am a believer in using a firm hand with the data and tech stealing Chinese but I found this point of view worth reading. It follows below.
The biggest news in AI this week wasn’t NVIDIA getting blocked from the Chinese market with H20s—it was China proving they’re less than a year behind in AI infrastructure.
Huawei just launched CloudMatrix 384, their answer to NVIDIA’s GB200. This isn’t just another server rack—it’s a full sovereign AI platform: chips, interconnects, system design, and full-stack software, all vertically integrated and purpose-built for China’s open-source AI ecosystem, including DeepSeek.
Here’s what matters:
• CloudMatrix is designed for the same frontier-scale workloads as GB200 NVL72—hundreds of petaflops, rack-scale deployment, modular design.
• It’s already live in Huawei’s own data centers and fully aligned with China’s national AI priorities. This isn’t just hardware—it’s a strategic asset they seek to deploy globally.
• China’s play is clear: vertically integrated, sovereign infrastructure that is competitive and relevant, but prioritizes political independence for customers and economic control of the future over raw efficiency.
Yes, GB200 still leads in performance. No doubt. But Huawei’s CloudMatrix is “good enough”—and in infrastructure, good enough at scale is more than enough to compete in this environment, especially in markets where trust in U.S. technology policy has eroded and where energy isn’t a limiting factor. CloudMatrix noticeably lags behind NVIDIA in power drawl but China is not power constrained. China is silicon constrained.
Export controls just got less relevant, yet again. We’re staring at the guardrails hoping we don’t hit it while China’s flooring it toward the next checkpoint.
We won’t win by slowing others down. We win by moving faster and focusing on the end destination.
My wife just sent me this post from LinkedIn In. It’s techy talk but I found it interesting. I am a believer in using a firm hand with the data and tech stealing Chinese but I found this point of view worth reading. It follows below.
The biggest news in AI this week wasn’t NVIDIA getting blocked from the Chinese market with H20s—it was China proving they’re less than a year behind in AI infrastructure.
Huawei just launched CloudMatrix 384, their answer to NVIDIA’s GB200. This isn’t just another server rack—it’s a full sovereign AI platform: chips, interconnects, system design, and full-stack software, all vertically integrated and purpose-built for China’s open-source AI ecosystem, including DeepSeek.
Here’s what matters:
• CloudMatrix is designed for the same frontier-scale workloads as GB200 NVL72—hundreds of petaflops, rack-scale deployment, modular design.
• It’s already live in Huawei’s own data centers and fully aligned with China’s national AI priorities. This isn’t just hardware—it’s a strategic asset they seek to deploy globally.
• China’s play is clear: vertically integrated, sovereign infrastructure that is competitive and relevant, but prioritizes political independence for customers and economic control of the future over raw efficiency.
Yes, GB200 still leads in performance. No doubt. But Huawei’s CloudMatrix is “good enough”—and in infrastructure, good enough at scale is more than enough to compete in this environment, especially in markets where trust in U.S. technology policy has eroded and where energy isn’t a limiting factor. CloudMatrix noticeably lags behind NVIDIA in power drawl but China is not power constrained. China is silicon constrained.
Export controls just got less relevant, yet again. We’re staring at the guardrails hoping we don’t hit it while China’s flooring it toward the next checkpoint.
We won’t win by slowing others down. We win by moving faster and focusing on the end destination.
Jerry-B-WI
5 year old buck +
That last sentence shouldn't even need to be stated. You think we'd have learned by now.
jsasker007
5 year old buck +
Man I hate days when the market is closed.
I agree- I know the tech guys are really big picture and often want to sell everything to everyone. I personally struggle with letting China steal/borrow/use our tech whether its computer chips or seed corn traits but I get where they are coming from.
