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05-16 10:49

So need to setup US backdoor chip to whole world?

Arm Holdings To Face US Antitrust Probe Over Chip Tech, Bloomberg News Reports

05-14 14:34

I check china news, they do not need nvdia chips as 4 company can replace nvdia chips.

24H | Nvidia Jumps 2.8%. US Clears H200 Chip Sales to 10 China Firms as Nvidia CEO Looks for Breakthrough

03-16

I don't think so he is willing negotiation with Trump. Everytime negotiation the day before, US and Israel will shoot missile to kill them. Both country has loss their trust to Iran.

Sorry, the original content has been removed

03-16

To cover his mistake?

Trump demands other countries help protect Strait of Hormuz

03-09

$Amazon.com(AMZN)$ Amazon AI in UAE was bombed

03-09

$Amazon.com(AMZN)$ nonody know Amazon AI cloud in UAE was bombed?

2025-12-29

If he is good , why 2025 he doesn't beat the market alot? AI just involve in real pratice market 2025, and AI still need to learn like baby how to walk. No more to learn how to suck the milk and climb.

"I may be early, but I'm right!" Big short seller Burry goes against the trend again, shorting AI giants NVIDIA and Palantir

2025-11-25

$NVIDIA(NVDA)$ google's AI chips can give other company to use. I do not think so. It is only use for google cloud.

Go to Tiger App to see more news

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need to setup US backdoor chip to whole world?","listText":"So need to setup US backdoor chip to whole world?","text":"So need to setup US backdoor chip to whole world?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/564701941813472","repostId":"2635055157","repostType":2,"repost":{"id":"2635055157","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1778886876,"share":"https://ttm.financial/m/news/2635055157?lang=en_US&edition=fundamental","pubTime":"2026-05-16 07:14","market":"nz","language":"en","title":"Arm Holdings To Face US Antitrust Probe Over Chip Tech, Bloomberg News Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2635055157","media":"Reuters","summary":"May 15  - Arm Holdings ARM.O is facing an antitrust probe by the U.S. Federal Trade Commission over the British chip designer's licensing of its semiconductor technology, part of ongoing global scrutiny of the business, Bloomberg News reported on Friday.The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is looking to assess if Arm will reject or downgrade the licensing agreements for its chip blueprints used to design central processing units, the report said, citing people familiar with the matter.Earlier this year, the US regulator notified Arm of the investigation and demanded the company preserve documents, according to Bloomberg.A big portion of Arm's revenue comes from licensing its technology to companies such as Nvidia NVDA.O and Apple AAPL.O and collecting royalty payments on design use.Reuters was not able to verify the report. Both Arm and the FTC did not immediately respond to Reuters requests for comment.Regulators ","content":"<html><head></head><body><p>May 15 (Reuters) - Arm Holdings ARM.O is facing an antitrust probe by the U.S. Federal Trade Commission over the British chip designer&#39;s licensing of its semiconductor technology, part of ongoing global scrutiny of the business, Bloomberg News reported on Friday.</p><p>Arm Holdings shares tumbled 8% on Friday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca600693c07de453455d9bf0f5c4f9db\" tg-width=\"707\" tg-height=\"813\"/></p><p>The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is looking to assess if Arm will reject or downgrade the licensing agreements for its chip blueprints used to design central processing units, the report said, citing people familiar with the matter.</p><p>Earlier this year, the US regulator notified Arm of the investigation and demanded the company preserve documents, according to Bloomberg.</p><p>A big portion of Arm&#39;s revenue comes from licensing its technology to companies such as <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O and Apple AAPL.O and collecting royalty payments on design use.</p><p>Reuters was not able to verify the report. Both Arm and the FTC did not immediately respond to Reuters requests for comment.</p><p>Regulators outside the U.S. are also probing Arm&#39;s practices.</p><p>South Korea&#39;s antitrust regulator was investigating the Seoul offices of Arm in November, as part of ongoing scrutiny of the company&#39;s licensing practices.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Arm Holdings To Face US Antitrust Probe Over Chip Tech, Bloomberg News Reports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nArm Holdings To Face US Antitrust Probe Over Chip Tech, Bloomberg News Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-05-16 07:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 15 (Reuters) - Arm Holdings ARM.O is facing an antitrust probe by the U.S. Federal Trade Commission over the British chip designer&#39;s licensing of its semiconductor technology, part of ongoing global scrutiny of the business, Bloomberg News reported on Friday.</p><p>Arm Holdings shares tumbled 8% on Friday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca600693c07de453455d9bf0f5c4f9db\" tg-width=\"707\" tg-height=\"813\"/></p><p>The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is looking to assess if Arm will reject or downgrade the licensing agreements for its chip blueprints used to design central processing units, the report said, citing people familiar with the matter.</p><p>Earlier this year, the US regulator notified Arm of the investigation and demanded the company preserve documents, according to Bloomberg.</p><p>A big portion of Arm&#39;s revenue comes from licensing its technology to companies such as <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O and Apple AAPL.O and collecting royalty payments on design use.</p><p>Reuters was not able to verify the report. Both Arm and the FTC did not immediately respond to Reuters requests for comment.</p><p>Regulators outside the U.S. are also probing Arm&#39;s practices.</p><p>South Korea&#39;s antitrust regulator was investigating the Seoul offices of Arm in November, as part of ongoing scrutiny of the company&#39;s licensing practices.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4609":"英伟达持仓股","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4571":"数字音乐概念","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","BK4576":"AR","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","BK4575":"芯片概念","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0320765059.SGD":"FTIF - 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Arm Holdings ARM.O is facing an antitrust probe by the U.S. Federal Trade Commission over the British chip designer's licensing of its semiconductor technology, part of ongoing global scrutiny of the business, Bloomberg News reported on Friday.Arm Holdings shares tumbled 8% on Friday trading.The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is looking to assess if Arm will reject or downgrade the licensing agreements for its chip blueprints used to design central processing units, the report said, citing people familiar with the matter.Earlier this year, the US regulator notified Arm of the investigation and demanded the company preserve documents, according to Bloomberg.A big portion of Arm's revenue comes from licensing its technology to companies such as Nvidia NVDA.O and Apple AAPL.O and collecting royalty payments on design use.Reuters was not able to verify the report. Both Arm and the FTC did not immediately respond to Reuters requests for comment.Regulators outside the U.S. are also probing Arm's practices.South Korea's antitrust regulator was investigating the Seoul offices of Arm in November, as part of ongoing scrutiny of the company's licensing practices.","news_type":1,"symbols_score_info":{"NVDL":0.6,"NVDB":0.6,"NVD":0.6,"QCMD":0.6,"AAPU":0.6,"NVDU":0.6,"NVDD":0.6,"DIPS":0.6,"NVDO":0.6,"07388":0.6,"AAPW":0.6,"07788":0.6,"AAPB":0.6,"ARM":2,"AAPY":0.6,"APLY":0.6,"NVDQ":0.6,"AAPD":0.6,"QCMU":0.6,"NVDX":0.6,"NVDS":0.6,"NVDW":0.6,"NVYY":0.6,"QCML":0.6,"NVDY":0.6,"NVII":0.6,"NVDG":0.6,"AAPX":0.6,"ANV":0.6}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":564048798508072,"gmtCreate":1778740453971,"gmtModify":1778740457865,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168693765597012","idStr":"4168693765597012"},"themes":[],"title":"","htmlText":"I check china news, they do not need nvdia chips as 4 company can replace nvdia chips.&nbsp;","listText":"I check china news, they do not need nvdia chips as 4 company can replace nvdia chips.&nbsp;","text":"I check china news, they do not need nvdia chips as 4 company can replace nvdia chips.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/564048798508072","repostId":"1122551622","repostType":2,"repost":{"id":"1122551622","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1778738314,"share":"https://ttm.financial/m/news/1122551622?lang=en_US&edition=fundamental","pubTime":"2026-05-14 13:58","market":"us","language":"en","title":"24H | Nvidia Jumps 2.8%. US Clears H200 Chip Sales to 10 China Firms as Nvidia CEO Looks for Breakthrough","url":"https://stock-news.laohu8.com/highlight/detail?id=1122551622","media":"Reuters","summary":"Nvidia Jumps about 2% to $230.12 in Overnight TradingSources Say Chinese Buyers Approved To Purchase Nvidia Chips Include Alibaba, Bytedance, Tencent, and JD.com","content":"<html><head></head><body><p>The U.S. has cleared around 10 Chinese firms to buy Nvidia&#39;s second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough ‌in China this week.</p><p>Nvidia stock jumped 2.8% to $232.2 in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/56f31e4bb4a3551c25893c00569caf08\" tg-width=\"750\" tg-height=\"614\"/></p><p>Huang, who was not initially listed in a White House delegation to Beijing, joined the trip after an invitation from President Donald Trump, a source said. Trump picked him up in Alaska en route to a summit with Chinese President Xi Jinping, raising hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.</p><p>The stakes are significant, highlighting how the U.S.-China tech rivalry is now snarling even approved trade, leaving the world&#39;s most valuable company and dominant chipmaker caught between dueling national priorities.</p><p>Before U.S. export curbs tightened, Nvidia commanded about 95% of China’s advanced chip market. China once accounted for 13% of its revenue, and Huang has previously estimated the country&#39;s AI market alone would be worth $50 billion this year.</p><p>The U.S. Commerce Department has approved around 10 Chinese companies including Alibaba, Tencent, ByteDance and JD.com ⁠to purchase Nvidia&#39;s H200 chips, according to the sources, who spoke on condition of anonymity due to the sensitivity of the matter.</p><p>A handful of distributors including Lenovo and Foxconn have also been approved, they said. Buyers are permitted to purchase either directly from Nvidia or through those intermediaries and each approved customer can purchase up to 75,000 chips under the U.S. licensing terms, two of them said.</p><p>The identities of the approved buyers, and the nature of their relationships with Nvidia and the authorized distributors involving the coveted AI chip, have not been previously reported.</p><p>A spokeswoman for the U.S. Department of Commerce, which oversees export controls like those on H200 semiconductors, declined comment.</p><p>China&#39;s Ministry of Industry and Information Technology and the National Development and Reform Commission did not respond to requests for comment.</p><p>Lenovo confirmed in a statement to Reuters that the company &#34;is one of several companies approved to sell H200 in China as part of Nvidia&#39;s export license.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>24H | Nvidia Jumps 2.8%. US Clears H200 Chip Sales to 10 China Firms as Nvidia CEO Looks for Breakthrough</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n24H | Nvidia Jumps 2.8%. US Clears H200 Chip Sales to 10 China Firms as Nvidia CEO Looks for Breakthrough\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-05-14 13:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.S. has cleared around 10 Chinese firms to buy Nvidia&#39;s second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough ‌in China this week.</p><p>Nvidia stock jumped 2.8% to $232.2 in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/56f31e4bb4a3551c25893c00569caf08\" tg-width=\"750\" tg-height=\"614\"/></p><p>Huang, who was not initially listed in a White House delegation to Beijing, joined the trip after an invitation from President Donald Trump, a source said. Trump picked him up in Alaska en route to a summit with Chinese President Xi Jinping, raising hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.</p><p>The stakes are significant, highlighting how the U.S.-China tech rivalry is now snarling even approved trade, leaving the world&#39;s most valuable company and dominant chipmaker caught between dueling national priorities.</p><p>Before U.S. export curbs tightened, Nvidia commanded about 95% of China’s advanced chip market. China once accounted for 13% of its revenue, and Huang has previously estimated the country&#39;s AI market alone would be worth $50 billion this year.</p><p>The U.S. Commerce Department has approved around 10 Chinese companies including Alibaba, Tencent, ByteDance and JD.com ⁠to purchase Nvidia&#39;s H200 chips, according to the sources, who spoke on condition of anonymity due to the sensitivity of the matter.</p><p>A handful of distributors including Lenovo and Foxconn have also been approved, they said. Buyers are permitted to purchase either directly from Nvidia or through those intermediaries and each approved customer can purchase up to 75,000 chips under the U.S. licensing terms, two of them said.</p><p>The identities of the approved buyers, and the nature of their relationships with Nvidia and the authorized distributors involving the coveted AI chip, have not been previously reported.</p><p>A spokeswoman for the U.S. Department of Commerce, which oversees export controls like those on H200 semiconductors, declined comment.</p><p>China&#39;s Ministry of Industry and Information Technology and the National Development and Reform Commission did not respond to requests for comment.</p><p>Lenovo confirmed in a statement to Reuters that the company &#34;is one of several companies approved to sell H200 in China as part of Nvidia&#39;s export license.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDB":"ProShares Ultra NVDA ETF","NVDW":"NVDA周配息ETF-Roundhill","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDA":"英伟达","NVII":"Rex NVDA Growth & Income ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDD":"1倍做空NVDA ETF-Direxion","NVDX":"2倍做多NVDA ETF-T-Rex","DIPS":"做空NVDA期权收益策略ETF-YieldMax","ANV":"GraniteShares Autocallable NVDA ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVD":"2倍做空NVDA ETF-GraniteShares","NVDU":"2倍做多NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDQ":"2倍做空NVDA ETF-T-Rex"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122551622","content_text":"The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough ‌in China this week.Nvidia stock jumped 2.8% to $232.2 in overnight trading.Huang, who was not initially listed in a White House delegation to Beijing, joined the trip after an invitation from President Donald Trump, a source said. Trump picked him up in Alaska en route to a summit with Chinese President Xi Jinping, raising hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.The stakes are significant, highlighting how the U.S.-China tech rivalry is now snarling even approved trade, leaving the world's most valuable company and dominant chipmaker caught between dueling national priorities.Before U.S. export curbs tightened, Nvidia commanded about 95% of China’s advanced chip market. China once accounted for 13% of its revenue, and Huang has previously estimated the country's AI market alone would be worth $50 billion this year.The U.S. Commerce Department has approved around 10 Chinese companies including Alibaba, Tencent, ByteDance and JD.com ⁠to purchase Nvidia's H200 chips, according to the sources, who spoke on condition of anonymity due to the sensitivity of the matter.A handful of distributors including Lenovo and Foxconn have also been approved, they said. Buyers are permitted to purchase either directly from Nvidia or through those intermediaries and each approved customer can purchase up to 75,000 chips under the U.S. licensing terms, two of them said.The identities of the approved buyers, and the nature of their relationships with Nvidia and the authorized distributors involving the coveted AI chip, have not been previously reported.A spokeswoman for the U.S. Department of Commerce, which oversees export controls like those on H200 semiconductors, declined comment.China's Ministry of Industry and Information Technology and the National Development and Reform Commission did not respond to requests for comment.Lenovo confirmed in a statement to Reuters that the company \"is one of several companies approved to sell H200 in China as part of Nvidia's export license.\"","news_type":1,"symbols_score_info":{"NVDD":0.6,"NVDQ":0.6,"NVDG":0.6,"NVDS":0.6,"NVDB":0.6,"NVD":0.6,"NVDX":0.6,"ANV":0.6,"NVDW":0.6,"NVDY":0.6,"NVII":0.6,"NVDA":2,"NVYY":0.6,"NVDL":0.6,"NVDU":0.6,"DIPS":0.6,"NVDO":0.6}},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567852837945728","authorId":"3567852837945728","name":"setia100","avatar":"https://community-static.tradeup.com/news/5d07af59743ad001196b7aca5f1726d7","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3567852837945728","idStr":"3567852837945728"},"content":"agreed. NVIDIA is caught between the hard rocks framed by the National Security issue on both sides ❗😜","text":"agreed. NVIDIA is caught between the hard rocks framed by the National Security issue on both sides ❗😜","html":"agreed. NVIDIA is caught between the hard rocks framed by the National Security issue on both sides ❗😜"},{"author":{"id":"4240733816868442","authorId":"4240733816868442","name":"kaz trader","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4240733816868442","idStr":"4240733816868442"},"content":"this h300 h200 are meant to be the best and governments are making their orders from all over the planet","text":"this h300 h200 are meant to be the best and governments are making their orders from all over the planet","html":"this h300 h200 are meant to be the best and governments are making their orders from all over the planet"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543316144115824,"gmtCreate":1773673456410,"gmtModify":1773675035904,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168693765597012","idStr":"4168693765597012"},"themes":[],"title":"","htmlText":"I don't think so he is willing negotiation with Trump. Everytime negotiation the day before, US and Israel will shoot missile to kill them. Both country has loss their trust to Iran.&nbsp;","listText":"I don't think so he is willing negotiation with Trump. Everytime negotiation the day before, US and Israel will shoot missile to kill them. Both country has loss their trust to Iran.&nbsp;","text":"I don't think so he is willing negotiation with Trump. Everytime negotiation the day before, US and Israel will shoot missile to kill them. Both country has loss their trust to Iran.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543316144115824","repostId":"2619784481","repostType":2,"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543315829231768,"gmtCreate":1773673128416,"gmtModify":1773673132417,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168693765597012","idStr":"4168693765597012"},"themes":[],"title":"","htmlText":"To cover his mistake?","listText":"To cover his mistake?","text":"To cover his mistake?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543315829231768","repostId":"2619481167","repostType":2,"repost":{"id":"2619481167","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1773619804,"share":"https://ttm.financial/m/news/2619481167?lang=en_US&edition=fundamental","pubTime":"2026-03-16 08:10","market":"nz","language":"en","title":"Trump demands other countries help protect Strait of Hormuz","url":"https://stock-news.laohu8.com/highlight/detail?id=2619481167","media":"Reuters","summary":"Trump demands other countries help protect Strait of HormuzAIR FORCE ONE, March 15  - U.S. President Donald Trump said on Sunday he is demanding that other countries help protect the Strait of Hormuz, adding that Washington is in talks with several nations about policing the critical shipping lane for oil and gas.    ","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Trump demands other countries help protect Strait of Hormuz</title></head><body><p><span>AIR FORCE ONE, March 15 (Reuters)</span><span> - </span>U.S. President Donald Trump said on Sunday he is demanding that other countries help protect the Strait of Hormuz, adding that Washington is in talks with several nations about policing the critical shipping lane for oil and gas.  </p><p> (Reporting by Jarrett Renshaw; Editing by Tom Hogue)</p><p> ((jarrett.renshaw@thomsonreuters.com; (646) 223-6193;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump demands other countries help protect Strait of Hormuz</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump demands other countries help protect Strait of Hormuz\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-03-16 08:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Trump demands other countries help protect Strait of Hormuz</title></head><body><p><span>AIR FORCE ONE, March 15 (Reuters)</span><span> - </span>U.S. President Donald Trump said on Sunday he is demanding that other countries help protect the Strait of Hormuz, adding that Washington is in talks with several nations about policing the critical shipping lane for oil and gas.  </p><p> (Reporting by Jarrett Renshaw; Editing by Tom Hogue)</p><p> ((jarrett.renshaw@thomsonreuters.com; (646) 223-6193;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260316:nS0N3YU01E:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2619481167","content_text":"Trump demands other countries help protect Strait of HormuzAIR FORCE ONE, March 15 (Reuters) - U.S. President Donald Trump said on Sunday he is demanding that other countries help protect the Strait of Hormuz, adding that Washington is in talks with several nations about policing the critical shipping lane for oil and gas.   (Reporting by Jarrett Renshaw; Editing by Tom Hogue) ((jarrett.renshaw@thomsonreuters.com; (646) 223-6193;))","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":540831616050400,"gmtCreate":1773060658496,"gmtModify":1773061636059,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168693765597012","idStr":"4168693765597012"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v> Amazon AI in UAE was bombed&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v> Amazon AI in UAE was bombed&nbsp;","text":"$Amazon.com(AMZN)$ Amazon AI in UAE was bombed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/540831616050400","isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":540831554388880,"gmtCreate":1773060515671,"gmtModify":1773061629053,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168693765597012","idStr":"4168693765597012"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a> nonody know Amazon AI cloud in UAE was bombed?","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a> nonody know Amazon AI cloud in UAE was bombed?","text":"$Amazon.com(AMZN)$ nonody know Amazon AI cloud in UAE was bombed?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/540831554388880","isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":516021562774192,"gmtCreate":1767002578857,"gmtModify":1767004012493,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168693765597012","idStr":"4168693765597012"},"themes":[],"title":"","htmlText":"If he is good , why 2025 he doesn't beat the market alot?&nbsp; AI just involve in real pratice market 2025, and AI still need to learn like baby how to walk. No more to learn how to suck the milk and climb.","listText":"If he is good , why 2025 he doesn't beat the market alot?&nbsp; AI just involve in real pratice market 2025, and AI still need to learn like baby how to walk. No more to learn how to suck the milk and climb.","text":"If he is good , why 2025 he doesn't beat the market alot? AI just involve in real pratice market 2025, and AI still need to learn like baby how to walk. No more to learn how to suck the milk and climb.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/516021562774192","repostId":"1123073203","repostType":2,"repost":{"id":"1123073203","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1766998991,"share":"https://ttm.financial/m/news/1123073203?lang=en_US&edition=fundamental","pubTime":"2025-12-29 17:03","market":"fut","language":"en","title":"\"I may be early, but I'm right!\" Big short seller Burry goes against the trend again, shorting AI giants NVIDIA and Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=1123073203","media":"Deep News","summary":"Michael Burry, the real-life inspiration behind \"The Big Short,\" has once again positioned himself against Wall Street's mainstream consensus. This time, his targets are the two AI powerhouses...","content":"<p>Michael Burry, the real-life inspiration behind \"The Big Short,\" has once again positioned himself against Wall Street's mainstream consensus. This time, his targets are the two AI powerhouses underpinning the U.S. stock market rally: NVIDIA and Palantir. Burry is convinced that the market has lost touch with reality, arguing that the AI industry is inflating a massive bubble akin to the dot-com crash. He has already established bearish positions through the options market, aiming to profit from potential stock declines of these tech giants.</p>\n<p>The feud between this investor, who accurately predicted the subprime crisis, and the world's most valuable companies has intensified markedly in recent times. Not only has Burry publicly disclosed his short positions, but he has also fiercely criticized the internal memo NVIDIA released to counter doubts, dismissing it as filled with \"straw man arguments\" and reading \"like a scam.\" He bluntly points out that genuine risks are being concealed—with accelerating technological迭代, the huge capital expenditures of NVIDIA's clients face the looming threat of future asset write-downs.</p>\n<p>According to information disclosed on November 3, Burry has shorted the two companies by purchasing put options, with the current cost of this bet standing at approximately $10 million. If the market experiences a sharp crash as he anticipates, the potential return on this investment could exceed $1 billion.</p>\n<p>\"It's like a scene from a movie,\" Burry quoted his famous line from \"The Big Short.\" \"I may be early, but I'm right.\" He acknowledges having a history of entering too soon during both the dot-com bubble and the housing bubble, yet he draws a parallel between the current AI frenzy and the \"data transmission bubble\" of yesteryear. Currently, he is articulating this grand narrative to investors through his newly launched newsletter \"Cassandra Unchained,\" warning that the bubble's burst is merely a matter of time.</p>\n<p>Clash of the Titans: The Memo Dispute and the \"Straw Man\"\nThe focus of their debate has shifted from mere valuation concerns to the deeper logic of accounting practices and technological迭代. As previously reported by Wall Street News, in response to skepticism, NVIDIA recently distributed a seven-page memo to analysts, emphasizing the economic soundness of its business, the transparency of its financial reporting, and denying allegations of \"circular financing\" and accounting fraud. In the memo, NVIDIA argues that its clients typically set the depreciation period for GPUs at 4 to 6 years, which aligns with the actual service life of the equipment.</p>\n<p>However, Burry remains unconvinced. In a point-by-point rebuttal on Substack, he dismissed NVIDIA's response as a \"disappointing\" \"straw man argument\"—attacking positions that were never actually put forward. Burry notes that as a chip design company, NVIDIA's own depreciation policies are irrelevant; his core concern lies with its clients, such as hyperscale data centers operated by Microsoft and Meta.</p>\n<p>Burry warns that NVIDIA's clients are extending the useful life of chips to 5 to 6 years in their accounting practices to embellish short-term profits. In reality, though, with the rapid迭代 of AI technology, newer chips could render existing hardware functionally obsolete as early as 2026 to 2028. He cites Microsoft CEO Satya Nadella's remarks about slowing data center construction as evidence, pointing out that overbuilding and technological迭代 will lead to significant asset write-down risks in the future.</p>\n<p>Michael Green, chief strategist at Simplify Asset Management, notes that Burry's historical Achilles' heel has often been \"being too early.\" Whether during the dot-com bubble or the housing bubble, he endured substantial pressure from premature entries. Burry responded on social media platform X by quoting a line from the character he inspired in \"The Big Short,\" played by Christian Bale:</p>\n<p>\"It seems this will pay off. I may be early, but I'm not wrong.\"</p>\n<p>The specific shorting logic targeting NVIDIA and Palantir\nIn a podcast hosted by author Michael Lewis, Burry described NVIDIA and Palantir as \"the two luckiest companies on the planet,\" though his shorting rationales for each, while distinct, are interconnected.</p>\n<p>Regarding Palantir, Burry argues that the company overly relies on stingy government contracts and doles out excessively generous executive compensation. He also points out that Palantir faces intense competition from rivals like International Business Machines.</p>\n<p>As for NVIDIA, the world's most valuable company, Burry's concerns center on its client relationships and accounting practices. He highlights complex issues between NVIDIA and clients such as Oracle and Meta. Burry alleges that NVIDIA is propping up sales by funding clients' purchases of its products—a practice reminiscent of Enron's financial support for suppliers to buy its own products. He warns that if the bubble bursts, a chain reaction of declining profits, shrinking stock prices, and reduced investments will severely batter NVIDIA's future sales.</p>\n<p>Past track record and market controversy\nWhile Burry rose to fame for his 2008 financial crisis prediction, many of his crash forecasts over the past 15 years have failed to materialize. Social media is rife with mockery, joking that he \"successfully predicted 20 of the last two recessions.\"</p>\n<p>On January 31, 2023, Burry posted urging followers to \"SELL.\" Although Silicon Valley Bank collapsed two months later, the S&P 500 has since risen by approximately 70%. Burry later admitted the call was wrong but defended his track record on X, stating that after the two bank failures and market decline, he revised his view at the bottom and recommended buying.</p>\n<p>Currently, Burry faces the risk of being \"early\" once again. As depicted in \"The Big Short,\" if his judgment on the AI bubble proves correct, he stands to reap enormous rewards; if wrong or poorly timed, his short positions could become worthless within quarters.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"I may be early, but I'm right!\" Big short seller Burry goes against the trend again, shorting AI giants NVIDIA and Palantir</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"I may be early, but I'm right!\" Big short seller Burry goes against the trend again, shorting AI giants NVIDIA and Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-12-29 17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Michael Burry, the real-life inspiration behind \"The Big Short,\" has once again positioned himself against Wall Street's mainstream consensus. This time, his targets are the two AI powerhouses underpinning the U.S. stock market rally: NVIDIA and Palantir. Burry is convinced that the market has lost touch with reality, arguing that the AI industry is inflating a massive bubble akin to the dot-com crash. He has already established bearish positions through the options market, aiming to profit from potential stock declines of these tech giants.</p>\n<p>The feud between this investor, who accurately predicted the subprime crisis, and the world's most valuable companies has intensified markedly in recent times. Not only has Burry publicly disclosed his short positions, but he has also fiercely criticized the internal memo NVIDIA released to counter doubts, dismissing it as filled with \"straw man arguments\" and reading \"like a scam.\" He bluntly points out that genuine risks are being concealed—with accelerating technological迭代, the huge capital expenditures of NVIDIA's clients face the looming threat of future asset write-downs.</p>\n<p>According to information disclosed on November 3, Burry has shorted the two companies by purchasing put options, with the current cost of this bet standing at approximately $10 million. If the market experiences a sharp crash as he anticipates, the potential return on this investment could exceed $1 billion.</p>\n<p>\"It's like a scene from a movie,\" Burry quoted his famous line from \"The Big Short.\" \"I may be early, but I'm right.\" He acknowledges having a history of entering too soon during both the dot-com bubble and the housing bubble, yet he draws a parallel between the current AI frenzy and the \"data transmission bubble\" of yesteryear. Currently, he is articulating this grand narrative to investors through his newly launched newsletter \"Cassandra Unchained,\" warning that the bubble's burst is merely a matter of time.</p>\n<p>Clash of the Titans: The Memo Dispute and the \"Straw Man\"\nThe focus of their debate has shifted from mere valuation concerns to the deeper logic of accounting practices and technological迭代. As previously reported by Wall Street News, in response to skepticism, NVIDIA recently distributed a seven-page memo to analysts, emphasizing the economic soundness of its business, the transparency of its financial reporting, and denying allegations of \"circular financing\" and accounting fraud. In the memo, NVIDIA argues that its clients typically set the depreciation period for GPUs at 4 to 6 years, which aligns with the actual service life of the equipment.</p>\n<p>However, Burry remains unconvinced. In a point-by-point rebuttal on Substack, he dismissed NVIDIA's response as a \"disappointing\" \"straw man argument\"—attacking positions that were never actually put forward. Burry notes that as a chip design company, NVIDIA's own depreciation policies are irrelevant; his core concern lies with its clients, such as hyperscale data centers operated by Microsoft and Meta.</p>\n<p>Burry warns that NVIDIA's clients are extending the useful life of chips to 5 to 6 years in their accounting practices to embellish short-term profits. In reality, though, with the rapid迭代 of AI technology, newer chips could render existing hardware functionally obsolete as early as 2026 to 2028. He cites Microsoft CEO Satya Nadella's remarks about slowing data center construction as evidence, pointing out that overbuilding and technological迭代 will lead to significant asset write-down risks in the future.</p>\n<p>Michael Green, chief strategist at Simplify Asset Management, notes that Burry's historical Achilles' heel has often been \"being too early.\" Whether during the dot-com bubble or the housing bubble, he endured substantial pressure from premature entries. Burry responded on social media platform X by quoting a line from the character he inspired in \"The Big Short,\" played by Christian Bale:</p>\n<p>\"It seems this will pay off. I may be early, but I'm not wrong.\"</p>\n<p>The specific shorting logic targeting NVIDIA and Palantir\nIn a podcast hosted by author Michael Lewis, Burry described NVIDIA and Palantir as \"the two luckiest companies on the planet,\" though his shorting rationales for each, while distinct, are interconnected.</p>\n<p>Regarding Palantir, Burry argues that the company overly relies on stingy government contracts and doles out excessively generous executive compensation. He also points out that Palantir faces intense competition from rivals like International Business Machines.</p>\n<p>As for NVIDIA, the world's most valuable company, Burry's concerns center on its client relationships and accounting practices. He highlights complex issues between NVIDIA and clients such as Oracle and Meta. Burry alleges that NVIDIA is propping up sales by funding clients' purchases of its products—a practice reminiscent of Enron's financial support for suppliers to buy its own products. He warns that if the bubble bursts, a chain reaction of declining profits, shrinking stock prices, and reduced investments will severely batter NVIDIA's future sales.</p>\n<p>Past track record and market controversy\nWhile Burry rose to fame for his 2008 financial crisis prediction, many of his crash forecasts over the past 15 years have failed to materialize. Social media is rife with mockery, joking that he \"successfully predicted 20 of the last two recessions.\"</p>\n<p>On January 31, 2023, Burry posted urging followers to \"SELL.\" Although Silicon Valley Bank collapsed two months later, the S&P 500 has since risen by approximately 70%. Burry later admitted the call was wrong but defended his track record on X, stating that after the two bank failures and market decline, he revised his view at the bottom and recommended buying.</p>\n<p>Currently, Burry faces the risk of being \"early\" once again. As depicted in \"The Big Short,\" if his judgment on the AI bubble proves correct, he stands to reap enormous rewards; if wrong or poorly timed, his short positions could become worthless within quarters.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4581":"高盛持仓","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","BK4141":"半导体产品","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - 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This time, his targets are the two AI powerhouses underpinning the U.S. stock market rally: NVIDIA and Palantir. Burry is convinced that the market has lost touch with reality, arguing that the AI industry is inflating a massive bubble akin to the dot-com crash. He has already established bearish positions through the options market, aiming to profit from potential stock declines of these tech giants.\nThe feud between this investor, who accurately predicted the subprime crisis, and the world's most valuable companies has intensified markedly in recent times. Not only has Burry publicly disclosed his short positions, but he has also fiercely criticized the internal memo NVIDIA released to counter doubts, dismissing it as filled with \"straw man arguments\" and reading \"like a scam.\" He bluntly points out that genuine risks are being concealed—with accelerating technological迭代, the huge capital expenditures of NVIDIA's clients face the looming threat of future asset write-downs.\nAccording to information disclosed on November 3, Burry has shorted the two companies by purchasing put options, with the current cost of this bet standing at approximately $10 million. If the market experiences a sharp crash as he anticipates, the potential return on this investment could exceed $1 billion.\n\"It's like a scene from a movie,\" Burry quoted his famous line from \"The Big Short.\" \"I may be early, but I'm right.\" He acknowledges having a history of entering too soon during both the dot-com bubble and the housing bubble, yet he draws a parallel between the current AI frenzy and the \"data transmission bubble\" of yesteryear. Currently, he is articulating this grand narrative to investors through his newly launched newsletter \"Cassandra Unchained,\" warning that the bubble's burst is merely a matter of time.\nClash of the Titans: The Memo Dispute and the \"Straw Man\"\nThe focus of their debate has shifted from mere valuation concerns to the deeper logic of accounting practices and technological迭代. As previously reported by Wall Street News, in response to skepticism, NVIDIA recently distributed a seven-page memo to analysts, emphasizing the economic soundness of its business, the transparency of its financial reporting, and denying allegations of \"circular financing\" and accounting fraud. In the memo, NVIDIA argues that its clients typically set the depreciation period for GPUs at 4 to 6 years, which aligns with the actual service life of the equipment.\nHowever, Burry remains unconvinced. In a point-by-point rebuttal on Substack, he dismissed NVIDIA's response as a \"disappointing\" \"straw man argument\"—attacking positions that were never actually put forward. Burry notes that as a chip design company, NVIDIA's own depreciation policies are irrelevant; his core concern lies with its clients, such as hyperscale data centers operated by Microsoft and Meta.\nBurry warns that NVIDIA's clients are extending the useful life of chips to 5 to 6 years in their accounting practices to embellish short-term profits. In reality, though, with the rapid迭代 of AI technology, newer chips could render existing hardware functionally obsolete as early as 2026 to 2028. He cites Microsoft CEO Satya Nadella's remarks about slowing data center construction as evidence, pointing out that overbuilding and technological迭代 will lead to significant asset write-down risks in the future.\nMichael Green, chief strategist at Simplify Asset Management, notes that Burry's historical Achilles' heel has often been \"being too early.\" Whether during the dot-com bubble or the housing bubble, he endured substantial pressure from premature entries. Burry responded on social media platform X by quoting a line from the character he inspired in \"The Big Short,\" played by Christian Bale:\n\"It seems this will pay off. I may be early, but I'm not wrong.\"\nThe specific shorting logic targeting NVIDIA and Palantir\nIn a podcast hosted by author Michael Lewis, Burry described NVIDIA and Palantir as \"the two luckiest companies on the planet,\" though his shorting rationales for each, while distinct, are interconnected.\nRegarding Palantir, Burry argues that the company overly relies on stingy government contracts and doles out excessively generous executive compensation. He also points out that Palantir faces intense competition from rivals like International Business Machines.\nAs for NVIDIA, the world's most valuable company, Burry's concerns center on its client relationships and accounting practices. He highlights complex issues between NVIDIA and clients such as Oracle and Meta. Burry alleges that NVIDIA is propping up sales by funding clients' purchases of its products—a practice reminiscent of Enron's financial support for suppliers to buy its own products. He warns that if the bubble bursts, a chain reaction of declining profits, shrinking stock prices, and reduced investments will severely batter NVIDIA's future sales.\nPast track record and market controversy\nWhile Burry rose to fame for his 2008 financial crisis prediction, many of his crash forecasts over the past 15 years have failed to materialize. Social media is rife with mockery, joking that he \"successfully predicted 20 of the last two recessions.\"\nOn January 31, 2023, Burry posted urging followers to \"SELL.\" Although Silicon Valley Bank collapsed two months later, the S&P 500 has since risen by approximately 70%. Burry later admitted the call was wrong but defended his track record on X, stating that after the two bank failures and market decline, he revised his view at the bottom and recommended buying.\nCurrently, Burry faces the risk of being \"early\" once again. As depicted in \"The Big Short,\" if his judgment on the AI bubble proves correct, he stands to reap enormous rewards; if wrong or poorly timed, his short positions could become worthless within quarters.","news_type":1,"symbols_score_info":{"SNVD.UK":1,"PLTR":1,"NVDA":1,"NVDD":1,"NVD2.UK":1,"NVDX":1,"3NVD.UK":1,"2NVD.UK":1,"NVDS.UK":1,"NVD3.UK":1,"NVDS":1,"NVDU":1,"NVIW.SI":1,"NVD":1,"NVDL":1,"NVDY":1}},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503970720670584,"gmtCreate":1764077045781,"gmtModify":1764077811774,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168693765597012","idStr":"4168693765597012"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> google's AI chips can give other company to use. I do not think so.&nbsp; It is only use for google cloud.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> google's AI chips can give other company to use. I do not think so.&nbsp; It is only use for google cloud.&nbsp;","text":"$NVIDIA(NVDA)$ google's AI chips can give other company to use. I do not think so. It is only use for google cloud.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":12,"link":"https://ttm.financial/post/503970720670584","isVote":1,"tweetType":1,"viewCount":1632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":564048798508072,"gmtCreate":1778740453971,"gmtModify":1778740457865,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168693765597012","idStr":"4168693765597012"},"themes":[],"title":"","htmlText":"I check china news, they do not need nvdia chips as 4 company can replace nvdia chips.&nbsp;","listText":"I check china news, they do not need nvdia chips as 4 company can replace nvdia chips.&nbsp;","text":"I check china news, they do not need nvdia chips as 4 company can replace nvdia chips.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/564048798508072","repostId":"1122551622","repostType":2,"repost":{"id":"1122551622","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1778738314,"share":"https://ttm.financial/m/news/1122551622?lang=en_US&edition=fundamental","pubTime":"2026-05-14 13:58","market":"us","language":"en","title":"24H | Nvidia Jumps 2.8%. US Clears H200 Chip Sales to 10 China Firms as Nvidia CEO Looks for Breakthrough","url":"https://stock-news.laohu8.com/highlight/detail?id=1122551622","media":"Reuters","summary":"Nvidia Jumps about 2% to $230.12 in Overnight TradingSources Say Chinese Buyers Approved To Purchase Nvidia Chips Include Alibaba, Bytedance, Tencent, and JD.com","content":"<html><head></head><body><p>The U.S. has cleared around 10 Chinese firms to buy Nvidia&#39;s second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough ‌in China this week.</p><p>Nvidia stock jumped 2.8% to $232.2 in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/56f31e4bb4a3551c25893c00569caf08\" tg-width=\"750\" tg-height=\"614\"/></p><p>Huang, who was not initially listed in a White House delegation to Beijing, joined the trip after an invitation from President Donald Trump, a source said. Trump picked him up in Alaska en route to a summit with Chinese President Xi Jinping, raising hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.</p><p>The stakes are significant, highlighting how the U.S.-China tech rivalry is now snarling even approved trade, leaving the world&#39;s most valuable company and dominant chipmaker caught between dueling national priorities.</p><p>Before U.S. export curbs tightened, Nvidia commanded about 95% of China’s advanced chip market. China once accounted for 13% of its revenue, and Huang has previously estimated the country&#39;s AI market alone would be worth $50 billion this year.</p><p>The U.S. Commerce Department has approved around 10 Chinese companies including Alibaba, Tencent, ByteDance and JD.com ⁠to purchase Nvidia&#39;s H200 chips, according to the sources, who spoke on condition of anonymity due to the sensitivity of the matter.</p><p>A handful of distributors including Lenovo and Foxconn have also been approved, they said. Buyers are permitted to purchase either directly from Nvidia or through those intermediaries and each approved customer can purchase up to 75,000 chips under the U.S. licensing terms, two of them said.</p><p>The identities of the approved buyers, and the nature of their relationships with Nvidia and the authorized distributors involving the coveted AI chip, have not been previously reported.</p><p>A spokeswoman for the U.S. Department of Commerce, which oversees export controls like those on H200 semiconductors, declined comment.</p><p>China&#39;s Ministry of Industry and Information Technology and the National Development and Reform Commission did not respond to requests for comment.</p><p>Lenovo confirmed in a statement to Reuters that the company &#34;is one of several companies approved to sell H200 in China as part of Nvidia&#39;s export license.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>24H | Nvidia Jumps 2.8%. US Clears H200 Chip Sales to 10 China Firms as Nvidia CEO Looks for Breakthrough</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n24H | Nvidia Jumps 2.8%. US Clears H200 Chip Sales to 10 China Firms as Nvidia CEO Looks for Breakthrough\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-05-14 13:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.S. has cleared around 10 Chinese firms to buy Nvidia&#39;s second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough ‌in China this week.</p><p>Nvidia stock jumped 2.8% to $232.2 in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/56f31e4bb4a3551c25893c00569caf08\" tg-width=\"750\" tg-height=\"614\"/></p><p>Huang, who was not initially listed in a White House delegation to Beijing, joined the trip after an invitation from President Donald Trump, a source said. Trump picked him up in Alaska en route to a summit with Chinese President Xi Jinping, raising hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.</p><p>The stakes are significant, highlighting how the U.S.-China tech rivalry is now snarling even approved trade, leaving the world&#39;s most valuable company and dominant chipmaker caught between dueling national priorities.</p><p>Before U.S. export curbs tightened, Nvidia commanded about 95% of China’s advanced chip market. China once accounted for 13% of its revenue, and Huang has previously estimated the country&#39;s AI market alone would be worth $50 billion this year.</p><p>The U.S. Commerce Department has approved around 10 Chinese companies including Alibaba, Tencent, ByteDance and JD.com ⁠to purchase Nvidia&#39;s H200 chips, according to the sources, who spoke on condition of anonymity due to the sensitivity of the matter.</p><p>A handful of distributors including Lenovo and Foxconn have also been approved, they said. Buyers are permitted to purchase either directly from Nvidia or through those intermediaries and each approved customer can purchase up to 75,000 chips under the U.S. licensing terms, two of them said.</p><p>The identities of the approved buyers, and the nature of their relationships with Nvidia and the authorized distributors involving the coveted AI chip, have not been previously reported.</p><p>A spokeswoman for the U.S. Department of Commerce, which oversees export controls like those on H200 semiconductors, declined comment.</p><p>China&#39;s Ministry of Industry and Information Technology and the National Development and Reform Commission did not respond to requests for comment.</p><p>Lenovo confirmed in a statement to Reuters that the company &#34;is one of several companies approved to sell H200 in China as part of Nvidia&#39;s export license.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDB":"ProShares Ultra NVDA ETF","NVDW":"NVDA周配息ETF-Roundhill","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDA":"英伟达","NVII":"Rex NVDA Growth & Income ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDD":"1倍做空NVDA ETF-Direxion","NVDX":"2倍做多NVDA ETF-T-Rex","DIPS":"做空NVDA期权收益策略ETF-YieldMax","ANV":"GraniteShares Autocallable NVDA ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVD":"2倍做空NVDA ETF-GraniteShares","NVDU":"2倍做多NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDQ":"2倍做空NVDA ETF-T-Rex"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122551622","content_text":"The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough ‌in China this week.Nvidia stock jumped 2.8% to $232.2 in overnight trading.Huang, who was not initially listed in a White House delegation to Beijing, joined the trip after an invitation from President Donald Trump, a source said. Trump picked him up in Alaska en route to a summit with Chinese President Xi Jinping, raising hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.The stakes are significant, highlighting how the U.S.-China tech rivalry is now snarling even approved trade, leaving the world's most valuable company and dominant chipmaker caught between dueling national priorities.Before U.S. export curbs tightened, Nvidia commanded about 95% of China’s advanced chip market. China once accounted for 13% of its revenue, and Huang has previously estimated the country's AI market alone would be worth $50 billion this year.The U.S. Commerce Department has approved around 10 Chinese companies including Alibaba, Tencent, ByteDance and JD.com ⁠to purchase Nvidia's H200 chips, according to the sources, who spoke on condition of anonymity due to the sensitivity of the matter.A handful of distributors including Lenovo and Foxconn have also been approved, they said. Buyers are permitted to purchase either directly from Nvidia or through those intermediaries and each approved customer can purchase up to 75,000 chips under the U.S. licensing terms, two of them said.The identities of the approved buyers, and the nature of their relationships with Nvidia and the authorized distributors involving the coveted AI chip, have not been previously reported.A spokeswoman for the U.S. Department of Commerce, which oversees export controls like those on H200 semiconductors, declined comment.China's Ministry of Industry and Information Technology and the National Development and Reform Commission did not respond to requests for comment.Lenovo confirmed in a statement to Reuters that the company \"is one of several companies approved to sell H200 in China as part of Nvidia's export license.\"","news_type":1,"symbols_score_info":{"NVDD":0.6,"NVDQ":0.6,"NVDG":0.6,"NVDS":0.6,"NVDB":0.6,"NVD":0.6,"NVDX":0.6,"ANV":0.6,"NVDW":0.6,"NVDY":0.6,"NVII":0.6,"NVDA":2,"NVYY":0.6,"NVDL":0.6,"NVDU":0.6,"DIPS":0.6,"NVDO":0.6}},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567852837945728","authorId":"3567852837945728","name":"setia100","avatar":"https://community-static.tradeup.com/news/5d07af59743ad001196b7aca5f1726d7","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3567852837945728","idStr":"3567852837945728"},"content":"agreed. NVIDIA is caught between the hard rocks framed by the National Security issue on both sides ❗😜","text":"agreed. NVIDIA is caught between the hard rocks framed by the National Security issue on both sides ❗😜","html":"agreed. NVIDIA is caught between the hard rocks framed by the National Security issue on both sides ❗😜"},{"author":{"id":"4240733816868442","authorId":"4240733816868442","name":"kaz trader","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4240733816868442","idStr":"4240733816868442"},"content":"this h300 h200 are meant to be the best and governments are making their orders from all over the planet","text":"this h300 h200 are meant to be the best and governments are making their orders from all over the planet","html":"this h300 h200 are meant to be the best and governments are making their orders from all over the planet"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503970720670584,"gmtCreate":1764077045781,"gmtModify":1764077811774,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168693765597012","idStr":"4168693765597012"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> google's AI chips can give other company to use. I do not think so.&nbsp; It is only use for google cloud.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> google's AI chips can give other company to use. I do not think so.&nbsp; It is only use for google cloud.&nbsp;","text":"$NVIDIA(NVDA)$ google's AI chips can give other company to use. I do not think so. It is only use for google cloud.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":12,"link":"https://ttm.financial/post/503970720670584","isVote":1,"tweetType":1,"viewCount":1632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":564701941813472,"gmtCreate":1778899791334,"gmtModify":1778899795129,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168693765597012","idStr":"4168693765597012"},"themes":[],"title":"","htmlText":"So need to setup US backdoor chip to whole world?","listText":"So need to setup US backdoor chip to whole world?","text":"So need to setup US backdoor chip to whole world?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/564701941813472","repostId":"2635055157","repostType":2,"repost":{"id":"2635055157","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1778886876,"share":"https://ttm.financial/m/news/2635055157?lang=en_US&edition=fundamental","pubTime":"2026-05-16 07:14","market":"nz","language":"en","title":"Arm Holdings To Face US Antitrust Probe Over Chip Tech, Bloomberg News Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2635055157","media":"Reuters","summary":"May 15  - Arm Holdings ARM.O is facing an antitrust probe by the U.S. Federal Trade Commission over the British chip designer's licensing of its semiconductor technology, part of ongoing global scrutiny of the business, Bloomberg News reported on Friday.The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is looking to assess if Arm will reject or downgrade the licensing agreements for its chip blueprints used to design central processing units, the report said, citing people familiar with the matter.Earlier this year, the US regulator notified Arm of the investigation and demanded the company preserve documents, according to Bloomberg.A big portion of Arm's revenue comes from licensing its technology to companies such as Nvidia NVDA.O and Apple AAPL.O and collecting royalty payments on design use.Reuters was not able to verify the report. Both Arm and the FTC did not immediately respond to Reuters requests for comment.Regulators ","content":"<html><head></head><body><p>May 15 (Reuters) - Arm Holdings ARM.O is facing an antitrust probe by the U.S. Federal Trade Commission over the British chip designer&#39;s licensing of its semiconductor technology, part of ongoing global scrutiny of the business, Bloomberg News reported on Friday.</p><p>Arm Holdings shares tumbled 8% on Friday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca600693c07de453455d9bf0f5c4f9db\" tg-width=\"707\" tg-height=\"813\"/></p><p>The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is looking to assess if Arm will reject or downgrade the licensing agreements for its chip blueprints used to design central processing units, the report said, citing people familiar with the matter.</p><p>Earlier this year, the US regulator notified Arm of the investigation and demanded the company preserve documents, according to Bloomberg.</p><p>A big portion of Arm&#39;s revenue comes from licensing its technology to companies such as <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O and Apple AAPL.O and collecting royalty payments on design use.</p><p>Reuters was not able to verify the report. Both Arm and the FTC did not immediately respond to Reuters requests for comment.</p><p>Regulators outside the U.S. are also probing Arm&#39;s practices.</p><p>South Korea&#39;s antitrust regulator was investigating the Seoul offices of Arm in November, as part of ongoing scrutiny of the company&#39;s licensing practices.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Arm Holdings To Face US Antitrust Probe Over Chip Tech, Bloomberg News Reports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nArm Holdings To Face US Antitrust Probe Over Chip Tech, Bloomberg News Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-05-16 07:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 15 (Reuters) - Arm Holdings ARM.O is facing an antitrust probe by the U.S. Federal Trade Commission over the British chip designer&#39;s licensing of its semiconductor technology, part of ongoing global scrutiny of the business, Bloomberg News reported on Friday.</p><p>Arm Holdings shares tumbled 8% on Friday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca600693c07de453455d9bf0f5c4f9db\" tg-width=\"707\" tg-height=\"813\"/></p><p>The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is looking to assess if Arm will reject or downgrade the licensing agreements for its chip blueprints used to design central processing units, the report said, citing people familiar with the matter.</p><p>Earlier this year, the US regulator notified Arm of the investigation and demanded the company preserve documents, according to Bloomberg.</p><p>A big portion of Arm&#39;s revenue comes from licensing its technology to companies such as <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O and Apple AAPL.O and collecting royalty payments on design use.</p><p>Reuters was not able to verify the report. Both Arm and the FTC did not immediately respond to Reuters requests for comment.</p><p>Regulators outside the U.S. are also probing Arm&#39;s practices.</p><p>South Korea&#39;s antitrust regulator was investigating the Seoul offices of Arm in November, as part of ongoing scrutiny of the company&#39;s licensing practices.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4609":"英伟达持仓股","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4571":"数字音乐概念","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","BK4576":"AR","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","BK4575":"芯片概念","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0320765059.SGD":"FTIF - 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Arm Holdings ARM.O is facing an antitrust probe by the U.S. Federal Trade Commission over the British chip designer's licensing of its semiconductor technology, part of ongoing global scrutiny of the business, Bloomberg News reported on Friday.Arm Holdings shares tumbled 8% on Friday trading.The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is looking to assess if Arm will reject or downgrade the licensing agreements for its chip blueprints used to design central processing units, the report said, citing people familiar with the matter.Earlier this year, the US regulator notified Arm of the investigation and demanded the company preserve documents, according to Bloomberg.A big portion of Arm's revenue comes from licensing its technology to companies such as Nvidia NVDA.O and Apple AAPL.O and collecting royalty payments on design use.Reuters was not able to verify the report. Both Arm and the FTC did not immediately respond to Reuters requests for comment.Regulators outside the U.S. are also probing Arm's practices.South Korea's antitrust regulator was investigating the Seoul offices of Arm in November, as part of ongoing scrutiny of the company's licensing practices.","news_type":1,"symbols_score_info":{"NVDL":0.6,"NVDB":0.6,"NVD":0.6,"QCMD":0.6,"AAPU":0.6,"NVDU":0.6,"NVDD":0.6,"DIPS":0.6,"NVDO":0.6,"07388":0.6,"AAPW":0.6,"07788":0.6,"AAPB":0.6,"ARM":2,"AAPY":0.6,"APLY":0.6,"NVDQ":0.6,"AAPD":0.6,"QCMU":0.6,"NVDX":0.6,"NVDS":0.6,"NVDW":0.6,"NVYY":0.6,"QCML":0.6,"NVDY":0.6,"NVII":0.6,"NVDG":0.6,"AAPX":0.6,"ANV":0.6}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543316144115824,"gmtCreate":1773673456410,"gmtModify":1773675035904,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168693765597012","idStr":"4168693765597012"},"themes":[],"title":"","htmlText":"I don't think so he is willing negotiation with Trump. Everytime negotiation the day before, US and Israel will shoot missile to kill them. Both country has loss their trust to Iran.&nbsp;","listText":"I don't think so he is willing negotiation with Trump. Everytime negotiation the day before, US and Israel will shoot missile to kill them. Both country has loss their trust to Iran.&nbsp;","text":"I don't think so he is willing negotiation with Trump. Everytime negotiation the day before, US and Israel will shoot missile to kill them. Both country has loss their trust to Iran.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543316144115824","repostId":"2619784481","repostType":2,"repost":{"id":"2619784481","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1773620015,"share":"https://ttm.financial/m/news/2619784481?lang=en_US&edition=fundamental","pubTime":"2026-03-16 08:13","market":"fut","language":"en","title":"Trump Says US Talking To Iran But Doubts Tehran Ready For Negotiations","url":"https://stock-news.laohu8.com/highlight/detail?id=2619784481","media":"Reuters","summary":"Trump says US talking to Iran but doubts Tehran ready for negotiationsMarch 15  - President Donald Trump said on Sunday Washington is in contact with Iran but expressed doubt that Tehran is prepared for serious negotiations to end the conflict.Trump told reporters on Air Force One his administration is talking to Iran, \"but I don’t think they are ready.\"   ","content":"<html><head></head><body><p>March 15 (Reuters) - President Donald Trump said on Sunday Washington is in contact with Iran but expressed doubt that Tehran is prepared for serious negotiations to end the conflict.</p><p>Trump told reporters on Air Force One his administration is talking to Iran, &#34;but I don’t think they are ready.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Trump demands other countries help protect Strait of Hormuz</title></head><body><p><span>AIR FORCE ONE, March 15 (Reuters)</span><span> - </span>U.S. President Donald Trump said on Sunday he is demanding that other countries help protect the Strait of Hormuz, adding that Washington is in talks with several nations about policing the critical shipping lane for oil and gas.  </p><p> (Reporting by Jarrett Renshaw; Editing by Tom Hogue)</p><p> ((jarrett.renshaw@thomsonreuters.com; (646) 223-6193;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump demands other countries help protect Strait of Hormuz</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump demands other countries help protect Strait of Hormuz\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-03-16 08:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Trump demands other countries help protect Strait of Hormuz</title></head><body><p><span>AIR FORCE ONE, March 15 (Reuters)</span><span> - </span>U.S. President Donald Trump said on Sunday he is demanding that other countries help protect the Strait of Hormuz, adding that Washington is in talks with several nations about policing the critical shipping lane for oil and gas.  </p><p> (Reporting by Jarrett Renshaw; Editing by Tom Hogue)</p><p> ((jarrett.renshaw@thomsonreuters.com; (646) 223-6193;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260316:nS0N3YU01E:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2619481167","content_text":"Trump demands other countries help protect Strait of HormuzAIR FORCE ONE, March 15 (Reuters) - U.S. President Donald Trump said on Sunday he is demanding that other countries help protect the Strait of Hormuz, adding that Washington is in talks with several nations about policing the critical shipping lane for oil and gas.   (Reporting by Jarrett Renshaw; Editing by Tom Hogue) ((jarrett.renshaw@thomsonreuters.com; (646) 223-6193;))","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":540831616050400,"gmtCreate":1773060658496,"gmtModify":1773061636059,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168693765597012","idStr":"4168693765597012"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v> Amazon AI in UAE was bombed&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v> Amazon AI in UAE was bombed&nbsp;","text":"$Amazon.com(AMZN)$ Amazon AI in UAE was bombed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/540831616050400","isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":540831554388880,"gmtCreate":1773060515671,"gmtModify":1773061629053,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168693765597012","idStr":"4168693765597012"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a> nonody know Amazon AI cloud in UAE was bombed?","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a> nonody know Amazon AI cloud in UAE was bombed?","text":"$Amazon.com(AMZN)$ nonody know Amazon AI cloud in UAE was bombed?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/540831554388880","isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":516021562774192,"gmtCreate":1767002578857,"gmtModify":1767004012493,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168693765597012","idStr":"4168693765597012"},"themes":[],"title":"","htmlText":"If he is good , why 2025 he doesn't beat the market alot?&nbsp; AI just involve in real pratice market 2025, and AI still need to learn like baby how to walk. No more to learn how to suck the milk and climb.","listText":"If he is good , why 2025 he doesn't beat the market alot?&nbsp; AI just involve in real pratice market 2025, and AI still need to learn like baby how to walk. No more to learn how to suck the milk and climb.","text":"If he is good , why 2025 he doesn't beat the market alot? AI just involve in real pratice market 2025, and AI still need to learn like baby how to walk. No more to learn how to suck the milk and climb.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/516021562774192","repostId":"1123073203","repostType":2,"repost":{"id":"1123073203","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1766998991,"share":"https://ttm.financial/m/news/1123073203?lang=en_US&edition=fundamental","pubTime":"2025-12-29 17:03","market":"fut","language":"en","title":"\"I may be early, but I'm right!\" Big short seller Burry goes against the trend again, shorting AI giants NVIDIA and Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=1123073203","media":"Deep News","summary":"Michael Burry, the real-life inspiration behind \"The Big Short,\" has once again positioned himself against Wall Street's mainstream consensus. This time, his targets are the two AI powerhouses...","content":"<p>Michael Burry, the real-life inspiration behind \"The Big Short,\" has once again positioned himself against Wall Street's mainstream consensus. This time, his targets are the two AI powerhouses underpinning the U.S. stock market rally: NVIDIA and Palantir. Burry is convinced that the market has lost touch with reality, arguing that the AI industry is inflating a massive bubble akin to the dot-com crash. He has already established bearish positions through the options market, aiming to profit from potential stock declines of these tech giants.</p>\n<p>The feud between this investor, who accurately predicted the subprime crisis, and the world's most valuable companies has intensified markedly in recent times. Not only has Burry publicly disclosed his short positions, but he has also fiercely criticized the internal memo NVIDIA released to counter doubts, dismissing it as filled with \"straw man arguments\" and reading \"like a scam.\" He bluntly points out that genuine risks are being concealed—with accelerating technological迭代, the huge capital expenditures of NVIDIA's clients face the looming threat of future asset write-downs.</p>\n<p>According to information disclosed on November 3, Burry has shorted the two companies by purchasing put options, with the current cost of this bet standing at approximately $10 million. If the market experiences a sharp crash as he anticipates, the potential return on this investment could exceed $1 billion.</p>\n<p>\"It's like a scene from a movie,\" Burry quoted his famous line from \"The Big Short.\" \"I may be early, but I'm right.\" He acknowledges having a history of entering too soon during both the dot-com bubble and the housing bubble, yet he draws a parallel between the current AI frenzy and the \"data transmission bubble\" of yesteryear. Currently, he is articulating this grand narrative to investors through his newly launched newsletter \"Cassandra Unchained,\" warning that the bubble's burst is merely a matter of time.</p>\n<p>Clash of the Titans: The Memo Dispute and the \"Straw Man\"\nThe focus of their debate has shifted from mere valuation concerns to the deeper logic of accounting practices and technological迭代. As previously reported by Wall Street News, in response to skepticism, NVIDIA recently distributed a seven-page memo to analysts, emphasizing the economic soundness of its business, the transparency of its financial reporting, and denying allegations of \"circular financing\" and accounting fraud. In the memo, NVIDIA argues that its clients typically set the depreciation period for GPUs at 4 to 6 years, which aligns with the actual service life of the equipment.</p>\n<p>However, Burry remains unconvinced. In a point-by-point rebuttal on Substack, he dismissed NVIDIA's response as a \"disappointing\" \"straw man argument\"—attacking positions that were never actually put forward. Burry notes that as a chip design company, NVIDIA's own depreciation policies are irrelevant; his core concern lies with its clients, such as hyperscale data centers operated by Microsoft and Meta.</p>\n<p>Burry warns that NVIDIA's clients are extending the useful life of chips to 5 to 6 years in their accounting practices to embellish short-term profits. In reality, though, with the rapid迭代 of AI technology, newer chips could render existing hardware functionally obsolete as early as 2026 to 2028. He cites Microsoft CEO Satya Nadella's remarks about slowing data center construction as evidence, pointing out that overbuilding and technological迭代 will lead to significant asset write-down risks in the future.</p>\n<p>Michael Green, chief strategist at Simplify Asset Management, notes that Burry's historical Achilles' heel has often been \"being too early.\" Whether during the dot-com bubble or the housing bubble, he endured substantial pressure from premature entries. Burry responded on social media platform X by quoting a line from the character he inspired in \"The Big Short,\" played by Christian Bale:</p>\n<p>\"It seems this will pay off. I may be early, but I'm not wrong.\"</p>\n<p>The specific shorting logic targeting NVIDIA and Palantir\nIn a podcast hosted by author Michael Lewis, Burry described NVIDIA and Palantir as \"the two luckiest companies on the planet,\" though his shorting rationales for each, while distinct, are interconnected.</p>\n<p>Regarding Palantir, Burry argues that the company overly relies on stingy government contracts and doles out excessively generous executive compensation. He also points out that Palantir faces intense competition from rivals like International Business Machines.</p>\n<p>As for NVIDIA, the world's most valuable company, Burry's concerns center on its client relationships and accounting practices. He highlights complex issues between NVIDIA and clients such as Oracle and Meta. Burry alleges that NVIDIA is propping up sales by funding clients' purchases of its products—a practice reminiscent of Enron's financial support for suppliers to buy its own products. He warns that if the bubble bursts, a chain reaction of declining profits, shrinking stock prices, and reduced investments will severely batter NVIDIA's future sales.</p>\n<p>Past track record and market controversy\nWhile Burry rose to fame for his 2008 financial crisis prediction, many of his crash forecasts over the past 15 years have failed to materialize. Social media is rife with mockery, joking that he \"successfully predicted 20 of the last two recessions.\"</p>\n<p>On January 31, 2023, Burry posted urging followers to \"SELL.\" Although Silicon Valley Bank collapsed two months later, the S&P 500 has since risen by approximately 70%. Burry later admitted the call was wrong but defended his track record on X, stating that after the two bank failures and market decline, he revised his view at the bottom and recommended buying.</p>\n<p>Currently, Burry faces the risk of being \"early\" once again. As depicted in \"The Big Short,\" if his judgment on the AI bubble proves correct, he stands to reap enormous rewards; if wrong or poorly timed, his short positions could become worthless within quarters.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>\"I may be early, but I'm right!\" Big short seller Burry goes against the trend again, shorting AI giants NVIDIA and Palantir</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n\"I may be early, but I'm right!\" Big short seller Burry goes against the trend again, shorting AI giants NVIDIA and Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-12-29 17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Michael Burry, the real-life inspiration behind \"The Big Short,\" has once again positioned himself against Wall Street's mainstream consensus. This time, his targets are the two AI powerhouses underpinning the U.S. stock market rally: NVIDIA and Palantir. Burry is convinced that the market has lost touch with reality, arguing that the AI industry is inflating a massive bubble akin to the dot-com crash. He has already established bearish positions through the options market, aiming to profit from potential stock declines of these tech giants.</p>\n<p>The feud between this investor, who accurately predicted the subprime crisis, and the world's most valuable companies has intensified markedly in recent times. Not only has Burry publicly disclosed his short positions, but he has also fiercely criticized the internal memo NVIDIA released to counter doubts, dismissing it as filled with \"straw man arguments\" and reading \"like a scam.\" He bluntly points out that genuine risks are being concealed—with accelerating technological迭代, the huge capital expenditures of NVIDIA's clients face the looming threat of future asset write-downs.</p>\n<p>According to information disclosed on November 3, Burry has shorted the two companies by purchasing put options, with the current cost of this bet standing at approximately $10 million. If the market experiences a sharp crash as he anticipates, the potential return on this investment could exceed $1 billion.</p>\n<p>\"It's like a scene from a movie,\" Burry quoted his famous line from \"The Big Short.\" \"I may be early, but I'm right.\" He acknowledges having a history of entering too soon during both the dot-com bubble and the housing bubble, yet he draws a parallel between the current AI frenzy and the \"data transmission bubble\" of yesteryear. Currently, he is articulating this grand narrative to investors through his newly launched newsletter \"Cassandra Unchained,\" warning that the bubble's burst is merely a matter of time.</p>\n<p>Clash of the Titans: The Memo Dispute and the \"Straw Man\"\nThe focus of their debate has shifted from mere valuation concerns to the deeper logic of accounting practices and technological迭代. As previously reported by Wall Street News, in response to skepticism, NVIDIA recently distributed a seven-page memo to analysts, emphasizing the economic soundness of its business, the transparency of its financial reporting, and denying allegations of \"circular financing\" and accounting fraud. In the memo, NVIDIA argues that its clients typically set the depreciation period for GPUs at 4 to 6 years, which aligns with the actual service life of the equipment.</p>\n<p>However, Burry remains unconvinced. In a point-by-point rebuttal on Substack, he dismissed NVIDIA's response as a \"disappointing\" \"straw man argument\"—attacking positions that were never actually put forward. Burry notes that as a chip design company, NVIDIA's own depreciation policies are irrelevant; his core concern lies with its clients, such as hyperscale data centers operated by Microsoft and Meta.</p>\n<p>Burry warns that NVIDIA's clients are extending the useful life of chips to 5 to 6 years in their accounting practices to embellish short-term profits. In reality, though, with the rapid迭代 of AI technology, newer chips could render existing hardware functionally obsolete as early as 2026 to 2028. He cites Microsoft CEO Satya Nadella's remarks about slowing data center construction as evidence, pointing out that overbuilding and technological迭代 will lead to significant asset write-down risks in the future.</p>\n<p>Michael Green, chief strategist at Simplify Asset Management, notes that Burry's historical Achilles' heel has often been \"being too early.\" Whether during the dot-com bubble or the housing bubble, he endured substantial pressure from premature entries. Burry responded on social media platform X by quoting a line from the character he inspired in \"The Big Short,\" played by Christian Bale:</p>\n<p>\"It seems this will pay off. I may be early, but I'm not wrong.\"</p>\n<p>The specific shorting logic targeting NVIDIA and Palantir\nIn a podcast hosted by author Michael Lewis, Burry described NVIDIA and Palantir as \"the two luckiest companies on the planet,\" though his shorting rationales for each, while distinct, are interconnected.</p>\n<p>Regarding Palantir, Burry argues that the company overly relies on stingy government contracts and doles out excessively generous executive compensation. He also points out that Palantir faces intense competition from rivals like International Business Machines.</p>\n<p>As for NVIDIA, the world's most valuable company, Burry's concerns center on its client relationships and accounting practices. He highlights complex issues between NVIDIA and clients such as Oracle and Meta. Burry alleges that NVIDIA is propping up sales by funding clients' purchases of its products—a practice reminiscent of Enron's financial support for suppliers to buy its own products. He warns that if the bubble bursts, a chain reaction of declining profits, shrinking stock prices, and reduced investments will severely batter NVIDIA's future sales.</p>\n<p>Past track record and market controversy\nWhile Burry rose to fame for his 2008 financial crisis prediction, many of his crash forecasts over the past 15 years have failed to materialize. Social media is rife with mockery, joking that he \"successfully predicted 20 of the last two recessions.\"</p>\n<p>On January 31, 2023, Burry posted urging followers to \"SELL.\" Although Silicon Valley Bank collapsed two months later, the S&P 500 has since risen by approximately 70%. Burry later admitted the call was wrong but defended his track record on X, stating that after the two bank failures and market decline, he revised his view at the bottom and recommended buying.</p>\n<p>Currently, Burry faces the risk of being \"early\" once again. As depicted in \"The Big Short,\" if his judgment on the AI bubble proves correct, he stands to reap enormous rewards; if wrong or poorly timed, his short positions could become worthless within quarters.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4581":"高盛持仓","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","BK4141":"半导体产品","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - 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This time, his targets are the two AI powerhouses underpinning the U.S. stock market rally: NVIDIA and Palantir. Burry is convinced that the market has lost touch with reality, arguing that the AI industry is inflating a massive bubble akin to the dot-com crash. He has already established bearish positions through the options market, aiming to profit from potential stock declines of these tech giants.\nThe feud between this investor, who accurately predicted the subprime crisis, and the world's most valuable companies has intensified markedly in recent times. Not only has Burry publicly disclosed his short positions, but he has also fiercely criticized the internal memo NVIDIA released to counter doubts, dismissing it as filled with \"straw man arguments\" and reading \"like a scam.\" He bluntly points out that genuine risks are being concealed—with accelerating technological迭代, the huge capital expenditures of NVIDIA's clients face the looming threat of future asset write-downs.\nAccording to information disclosed on November 3, Burry has shorted the two companies by purchasing put options, with the current cost of this bet standing at approximately $10 million. If the market experiences a sharp crash as he anticipates, the potential return on this investment could exceed $1 billion.\n\"It's like a scene from a movie,\" Burry quoted his famous line from \"The Big Short.\" \"I may be early, but I'm right.\" He acknowledges having a history of entering too soon during both the dot-com bubble and the housing bubble, yet he draws a parallel between the current AI frenzy and the \"data transmission bubble\" of yesteryear. Currently, he is articulating this grand narrative to investors through his newly launched newsletter \"Cassandra Unchained,\" warning that the bubble's burst is merely a matter of time.\nClash of the Titans: The Memo Dispute and the \"Straw Man\"\nThe focus of their debate has shifted from mere valuation concerns to the deeper logic of accounting practices and technological迭代. As previously reported by Wall Street News, in response to skepticism, NVIDIA recently distributed a seven-page memo to analysts, emphasizing the economic soundness of its business, the transparency of its financial reporting, and denying allegations of \"circular financing\" and accounting fraud. In the memo, NVIDIA argues that its clients typically set the depreciation period for GPUs at 4 to 6 years, which aligns with the actual service life of the equipment.\nHowever, Burry remains unconvinced. In a point-by-point rebuttal on Substack, he dismissed NVIDIA's response as a \"disappointing\" \"straw man argument\"—attacking positions that were never actually put forward. Burry notes that as a chip design company, NVIDIA's own depreciation policies are irrelevant; his core concern lies with its clients, such as hyperscale data centers operated by Microsoft and Meta.\nBurry warns that NVIDIA's clients are extending the useful life of chips to 5 to 6 years in their accounting practices to embellish short-term profits. In reality, though, with the rapid迭代 of AI technology, newer chips could render existing hardware functionally obsolete as early as 2026 to 2028. He cites Microsoft CEO Satya Nadella's remarks about slowing data center construction as evidence, pointing out that overbuilding and technological迭代 will lead to significant asset write-down risks in the future.\nMichael Green, chief strategist at Simplify Asset Management, notes that Burry's historical Achilles' heel has often been \"being too early.\" Whether during the dot-com bubble or the housing bubble, he endured substantial pressure from premature entries. Burry responded on social media platform X by quoting a line from the character he inspired in \"The Big Short,\" played by Christian Bale:\n\"It seems this will pay off. I may be early, but I'm not wrong.\"\nThe specific shorting logic targeting NVIDIA and Palantir\nIn a podcast hosted by author Michael Lewis, Burry described NVIDIA and Palantir as \"the two luckiest companies on the planet,\" though his shorting rationales for each, while distinct, are interconnected.\nRegarding Palantir, Burry argues that the company overly relies on stingy government contracts and doles out excessively generous executive compensation. He also points out that Palantir faces intense competition from rivals like International Business Machines.\nAs for NVIDIA, the world's most valuable company, Burry's concerns center on its client relationships and accounting practices. He highlights complex issues between NVIDIA and clients such as Oracle and Meta. Burry alleges that NVIDIA is propping up sales by funding clients' purchases of its products—a practice reminiscent of Enron's financial support for suppliers to buy its own products. He warns that if the bubble bursts, a chain reaction of declining profits, shrinking stock prices, and reduced investments will severely batter NVIDIA's future sales.\nPast track record and market controversy\nWhile Burry rose to fame for his 2008 financial crisis prediction, many of his crash forecasts over the past 15 years have failed to materialize. Social media is rife with mockery, joking that he \"successfully predicted 20 of the last two recessions.\"\nOn January 31, 2023, Burry posted urging followers to \"SELL.\" Although Silicon Valley Bank collapsed two months later, the S&P 500 has since risen by approximately 70%. Burry later admitted the call was wrong but defended his track record on X, stating that after the two bank failures and market decline, he revised his view at the bottom and recommended buying.\nCurrently, Burry faces the risk of being \"early\" once again. As depicted in \"The Big Short,\" if his judgment on the AI bubble proves correct, he stands to reap enormous rewards; if wrong or poorly timed, his short positions could become worthless within quarters.","news_type":1,"symbols_score_info":{"SNVD.UK":1,"PLTR":1,"NVDA":1,"NVDD":1,"NVD2.UK":1,"NVDX":1,"3NVD.UK":1,"2NVD.UK":1,"NVDS.UK":1,"NVD3.UK":1,"NVDS":1,"NVDU":1,"NVIW.SI":1,"NVD":1,"NVDL":1,"NVDY":1}},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}