Sell NVDA by Aug 22, 2026.

the line from huang on cnbc (may 21) that keeps rattling around in my head: "huawei is very, very strong... their local chip ecosystem performs well because we are out of that market." that is the sitting ceo of the dominant western gpu vendor publicly writing off a region. stack the rest of it. huawei's 2026 ascend order book reportedly crossed $12B, up roughly 60% yoy (the 60% number is the reuters readout, take it with salt). washington cleared about …