Buy CNQQ by Jul 16, 2026.

Everyone's watching Nvidia hit new highs and debating whether AI capex is sustainable, but there's a parallel story unfolding in China that I think deserves more attention from an allocation perspective. Jensen Huang himself said it at Citadel Securities back in October: "We went from 95% market share to 0%." That's the Nvidia CEO publicly admitting the company is completely locked out of China's AI accelerator market after years of rolling export bans. And the IDC data from 2025 confirms …