AI & Chip Update! Impact of Trade Wars

#AI #semiconductor $TSLA #TSMC #Nvidia #Tariffs #TradeWar #Impact #DeepSeek 👋 JOIN THE FAMILY: http://www.patreon.com/investanswers 📈 IA MODELS: http://www.investanswers.io 🧠 FREE INVESTOR PROFILER QUIZ: https://investor-profiler.investanswers.io 📬 IA NEWSLETTER: https://investanswers.substack.com 🪙 IA CRYPTO COMPENDIUM: http://investanswers.io/crypto-compendium ⚙️ IA SCP Profiler: http://investanswers.io/scp-profiler 🌐 TradingView Referral: https://www.tradingview.com/?aff_id=27663 DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions. 0:00 – MFG Index Continues to Tank 0:45 – BREAKING: $NVDA Says US Govt Banned H20 Chips to China 1:30 – $5.5B Charge to Q1 Earnings – Stock Drops Over 5% 2:10 – Fear Around NVDA’s China Market Exposure 2:55 – NVDA: Demand Still Far Exceeds Supply – Even With China Ban 3:40 – Revenue Breakdown: China (Incl. HK) vs. Rest of World 4:20 – China CAGR at 29% – US at 44%, Singapore at 223% 5:00 – Dan Ives: Demand Is Not the Problem 5:40 – Jensen Huang Spotted in Beijing 6:20 – Huang Meets DeepSeek Founder 7:00 – Spotlight on DeepSeek – NVDA's Strategic Interest 7:40 – NVDA on ATR – Latest Positioning Commentary 8:20 – Reuters FUD: Tesla Robotaxi Chips Concerns 9:00 – Tesla Doubles Down on Dojo – Avoiding Nvidia Dependency 9:45 – Morgan Stanley: Dojo Could Add $500B to Tesla's Valuation 10:30 – Skepticism Around Dojo – Cortex and Talent Departures 11:10 – Tesla's Statement on ATR – Strategic Updates 11:50 – SpaceX, Palantir & Anduril Team Up – AI & Defense Synergy 12:30 – TSMC's Position – Still Resilient Despite Tariffs 13:10 – TSMC on ATR – Earnings & Strategic Insights 13:50 – Pelosi Tracker: Holdings Include AI-Focused Companies 14:30 – Meme of the Day: NVDA Keeps Climbing Despite Headlines 15:10 – Final Commentary – What This Means for Chips & AI 16:00 – Rapid Fire Recap: NVDA, Tesla, TSMC, & More 17:00 – Viewer Q&A Prompt / Comment Your Take Below 17:40 – Subscribe for More AI & Chip Market Updates!