In principle, stablecoins issued in Hong Kong could be pegged to the offshore yuan. That would allow China to test the international appeal of yuan stablecoins while holding them at arm’s length. There is a problem, however https://t.co/fZ5ZDpRyr4 ...

The question is, what happens next. Let's ask Stacy Rascan with Bernstein his first reaction here to that earnings. Prince, good to see you and I appreciate you doing this on our program.You You bet. You bet. Yeah, the stock's off.You raise a target, so you must be happy, right. You raised a price target. Yeah.Yeah, we we took our target up. We took our estimates up. We rolled our valuation horizon forward a little bit.I I I think it's fine. Um the the quarter was was fine. you may have like missed like sor ...

What's so interesting is this question mark on China. What's your read. Because it again and again, John, someone saying there's a $50 billion opportunity here.Right. Yeah. Thanks for having me, Carolyn.And I agree with Ian on just about everything he said. I mean, China's critical, of course, but they already took the charge last quarter. And so the big disappointment overnight was the they came in below the whisper number, but their guidance did not include China at I think it was 54 billion and the whisp ...

NVIDIA's Strengths and Opportunities - NVIDIA's vertical integration, software stack, and developer ecosystem are key strengths [1] - NVLink is an unprecedented secret weapon for NVIDIA's GPU performance [2] - Data center revenue, especially networking, may positively surprise the market [3] - Significant opportunities exist in the broad market due to incentives from the EU and Korea [4][5] - There is substantial headroom for AI growth as many countries have not yet seen AI adoption at scale [11] NVIDIA's Challenges and Future Outlook - NVIDIA needs to continue reinventing itself as competition in scale-up networking is expected in 2027 [9] - Broadcom and open-source consortiums will challenge NVIDIA's dominance in scalable networking [9] - The company needs to address concerns about China orders and shipments [6] - The market anticipates NVIDIA to provide an outlook to 2026 and assurances of positive orders from hyperscale cloud service providers [4] - The industry should not judge AI based on first-generation technology, as it is improving dramatically and driving demand for computing [13][15]

Nvidia's Market Position and Influence - Nvidia is the largest company by market capitalization globally and its influence extends to various indexes, companies, customers, and suppliers [2] - Institutional clients, traders, and hedge funds show universal and significant interest in Nvidia, especially leading up to earnings reports [4] - The semiconductor industry hasn't seen a company like Nvidia in a long time, suggesting its unique and potentially unrepeatable status [10] - Nvidia's valuation, while high in absolute terms, is justified by its financial performance, with earnings growth outpacing stock price appreciation [12][13] Earnings and Guidance Focus - Attention is heavily focused on Nvidia's guidance, particularly regarding the sustainability of consistent earnings beats now that China is out of the numbers [6] - Commentary on China's potential as a future growth driver is a key focus, especially regarding the possibility of licenses being approved and supply chains ramping up [6][7] - Positive comments about China could potentially boost the stock, as China was largely removed from previous earnings forecasts [7][8] China's Impact - China's potential as a growth driver is uncertain due to factors on both the US and China sides, impacting different products [9] - The near-term numbers are expected to be acceptable, with the biggest incremental factor being the outlook on China [9]

“You’ll need to make sure that your glass is held lower than the others when toasting.”Jiehao Chen and @CrossleyGabriel consider drinking etiquette in China, on “Drum Tower” https://t.co/d3RlcjLB8C ...

Market Trends - The report discusses Donald Trump, Nvidia, and China, suggesting these are key areas of interest or concern [1] - Liza_D_Tobin's comment implies a potential misjudgment or significant concession related to the discussed topics [1]

Policy Change - China is easing restrictions on the amount of foreign capital that companies can raise for climate-related projects [1]

Why China Is Dunking On The Trump Administration's New TikTok Account https://t.co/Ll0zmDjWAv https://t.co/eQqHQJRtbq ...

Geopolitical Analysis - The report suggests China is outperforming the Trump Administration's new TikTok account [1] Social Media Trends - The report highlights the performance of content on TikTok [1]