A lot of the fear around $NVIDIA(NVDA)$ and China feels exaggerated. The H200 already follows US rules, so treating it like a major security threat does not make sense. I tend to think the real problem is uncertainty. Reviews slow things down, delay sales and make buyers hesitant. We saw the same thing with 5G, where our tech companies lost ground while China built its own alternatives. Cutting off $NVIDIA(NVDA)$ 's market risks repeating that mistake.
Cathie Wood and Dan Ives represent the modern Warren Buffett: long-term visionaries with unshakeable belief in $Tesla Motors(TSLA)$ 's transformative potential. Wood drives innovation investing via ARK; Ives forecasts multi-trillion dollar valuations at Wedbush. Their contrarian insights consistently outpace skeptics, proving disruption's lasting worth.
With FSD 14's stellar performance in global trials and Robotaxi deployment on the horizon, can't wrap my head around $Tesla Motors(TSLA)$ 's lethargic stock movement!