Nvidia, AMD Deal Sets Bad Precedent: Bernstein’s Rasgon

Stacey, we start with what you say initially. Look, 85% looks better than 0% in terms of revenues. But what is the precedent here.What is their long term access to China to. Yeah. So, again, I don't like the precedent that it sets.It feels like a very slippery slope. Again, like I said, 85% better than zero. I think it's better for them both for them as frankly as well as for for the U.S. in general to be able to sell into China.Like you don't want to hand the Chinese market for air over to Huawei. We want ...