Nvidia's China ban effectively hands country's AI market to Huawei, says Bernstein's Stacy Rasgon

Nvidia, the first publicly traded company to hit the $4 trillion market cap at yesterday's close, is down slightly this morning ahead of the opening. Uh joining us now for more on Nvidia's rally and what is next for the chip sector, Stacy Rasgen, Bernstein, senior US semiconductor analyst. Stacy, great to see you.Good to be here. Uh he made the trip to President Trump ahead of his trip to Asia to uh meet with Chinese officials. I'm wondering what how do you how do you read that.Do you think he's still press ...