Buy CNQQ by Jul 16, 2026.

Jensen Huang said it himself at the Citadel Securities event back in October: "At the moment, we are 100% out of China. We went from 95% market share to 0%." That's not bearish speculation, that's the CEO of the world's most valuable chip company publicly quantifying what happened after rolling waves of export bans since 2022. And the IDC numbers from 2025 tell you exactly where that share went. Chinese domestic chipmakers now control 41% of the local AI server …