🌟🌟🌟 $NVIDIA(NVDA)$ competit

🌟🌟🌟 $NVIDIA(NVDA)$ competitive advantage in China is no longer an unshakeable fortress, it has begun to weaken.

With $TENCENT (00700)$ aggressively expanding from foundational AI models into custom silicon architecture, the narrative of absolute dominance by NVIDIA has begun to crack.

The momentum for domestic substitution is no longer just a defensive government mandate. It has become a rallying cry for self reliance & survival.

While NVIDIA still has an elite software ecosystem in CUDA & unparalleled performance at the cutting edge, the geopolitical reality has forced a dramatic decoupling.

Due to export restrictions, Chinese tech giants & cloud providers know they can no longer tie their long term destiny to foreign supply chains.

Tencent's massive subscription engine is the catalyst needed to foster a domestic chip revolution with scale & continuous revenue.

The aura of foreign invincibility is beginning to fade.

@Tiger_comments @TigerStars @Tiger_SG

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":605671862469296,"tweetId":"605671862469296","gmtCreate":1788906091179,"gmtModify":1788948005906,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"authorIdStr":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"userType":2,"introduction":"Be Extraordinary Is My Motto In Life Because The Best Is Yet To Be!","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.02","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.09.09","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":1645614000000,"redirectLinkValidityTo":1742295600000}],"fanSize":54195,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":12400,"starInvestorOrderShareNum":193,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":116.82,"showRor":true,"investmentPhilosophy":"Buy Undervalued Quality Stocks and Hold Long Term. They can reap bountiful rewards, 🚀🚀🚀🌛🌛🌛","winRationPercentage":76.502732,"tradeVolumeEst":0},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/77ced51b00e3691d4252bae92ce50405"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/77ced51b00e3691d4252bae92ce50405"}],"title":"","html":"<html><head></head><body>🌟🌟🌟<a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>competitive advantage in China is no longer an unshakeable fortress, it has begun to weaken.\n\nWith <a href=\"https://ttm.financial/S/00700\"> $</a><a href=\"https://ttm.financial/S/00700\">TENCENT</a><a href=\"https://ttm.financial/S/00700\">(00700)$ </a>aggressively expanding from foundational AI models into custom silicon architecture, the narrative of absolute dominance by NVIDIA has begun to crack.&nbsp;\nThe momentum for domestic substitution is no longer just a defensive government mandate.&nbsp; It has become a rallying cry for self reliance &amp; survival.\nWhile NVIDIA still has an elite software ecosystem in CUDA &amp; unparalleled performance at the cutting edge, the geopolitical reality has forced a dramatic decoupling.\nDue to export restrictions, Chinese tech giants &amp; cloud providers know they can no longer tie their long term destiny to foreign supply chains.\nTencent's massive subscription engine is the catalyst needed to foster a domestic chip revolution with scale &amp; continuous revenue.\nThe aura of foreign invincibility is beginning to fade.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/77ced51b00e3691d4252bae92ce50405\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟🌟🌟<a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>competitive advantage in China is no longer an unshakeable fortress, it has begun to weaken.\n\nWith <a href=\"https://ttm.financial/S/00700\"> $</a><a href=\"https://ttm.financial/S/00700\">TENCENT</a><a href=\"https://ttm.financial/S/00700\">(00700)$ </a>aggressively expanding from foundational AI models into custom silicon architecture, the narrative of absolute dominance by NVIDIA has begun to crack.&nbsp;\nThe momentum for domestic substitution is no longer just a defensive government mandate.&nbsp; It has become a rallying cry for self reliance &amp; survival.\nWhile NVIDIA still has an elite software ecosystem in CUDA &amp; unparalleled performance at the cutting edge, the geopolitical reality has forced a dramatic decoupling.\nDue to export restrictions, Chinese tech giants &amp; cloud providers know they can no longer tie their long term destiny to foreign supply chains.\nTencent's massive subscription engine is the catalyst needed to foster a domestic chip revolution with scale &amp; continuous revenue.\nThe aura of foreign invincibility is beginning to fade.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><a href=\"https://ttm.financial/U/4106547232749330\"> @Tiger_SG </a> <t-t type=\"img\" src=\"https://community-static.tradeup.com/news/77ced51b00e3691d4252bae92ce50405\"></t-t></body></html>","text":"🌟🌟🌟 $NVIDIA(NVDA)$ competitive advantage in China is no longer an unshakeable fortress, it has begun to weaken. With $TENCENT(00700)$ aggressively expanding from foundational AI models into custom silicon architecture, the narrative of absolute dominance by NVIDIA has begun to crack. The momentum for domestic substitution is no longer just a defensive government mandate. It has become a rallying cry for self reliance & survival. While NVIDIA still has an elite software ecosystem in CUDA & unparalleled performance at the cutting edge, the geopolitical reality has forced a dramatic decoupling. Due to export restrictions, Chinese tech giants & cloud providers know they can no longer tie their long term destiny to foreign supply chains. Tencent's massive subscription engine is the catalyst needed to foster a domestic chip revolution with scale & continuous revenue. The aura of foreign invincibility is beginning to fade. @Tiger_comments @TigerStars @Tiger_SG","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/605671862469296","repostId":0,"isVote":1,"tweetType":1,"viewCount":102,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","00700"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":827,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/605671862469296"}