1.
$NVIDIA(NVDA)$ is taking a $5.5B hit this quarter tied to its H20 chips bound for China -- a ~15% blow to gross margins in a single reporting cycle. Not because of demand collapse. Not because of pricing pressure. But because of geopolitics. Because of a rule. A red line.
What we’re witnessing isn’t about slowing growth -- it’s about weaponizing it.
You don’t need to be a geopolitical analyst to see the throughline. This isn’t a demand signal. It’s a control signal. Trump is redrawing who gets access to the core compute powering the AI era -- and the rest of the world is being forced to adapt in real time.
So no -- this isn’t just a margin blip or a one-time charge. It’s a pricing mechanism for a new geopolitical regime. And it won’t stop with H20. Because once you accept that compute is the oil of this era, export controls stop looking like regulation -- and start looking like strategy.
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2.
$Rocket Lab USA, Inc.(RKLB)$ Once seen as a startup in a commercial launch industry dominated by SpaceX -- RKLB no longer fits that framing.
On-ramped into $47B+ in U.S. & U.K. defense frameworks, Rocket Lab is no longer just a launch provider -- it’s becoming the space logistics backbone of the future.
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