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Cryptonary
@cryptonary
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加入 September 2017
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Everyone is watching Nvidia's earnings on 17 November. The date that may matter more is 18 November. House committees have asked for a closed briefing on the board's probe into Jensen Huang. China is only about 9% of Nvidia's revenue, and its best chips were already barred there. So the risk isn't lost China sales. It's Nvidia's standing in Washington, where Huang has been the one negotiating access. Cryptonary take: Earnings tell you about this quarter. The 18th could tell you about the next few years.
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