Steven Chung
04-22

This will further accelerate the pace of internal solution for China tech/semiconductor chip progress despite sanctions and blatant bullying by U.S. gov against China Tech companies. The action by US gov is akin to a defending champion in 100m sprint baning shoe companies from selling shoe to competitors because if compete in similar tools, they just cannot win. Short US market and long China specifically ALIBABA, SMIC (main fab for China semis), Kuaishou, Tencent.

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