Big Take Asia: The US Pledged to Contain China’s Tech Ambitions. It’s Not Working. – Odd Lots

Big Take Asia: The US Pledged to Contain China’s Tech Ambitions. It’s Not Working. – Odd Lots — Transcript

Market views

Bullish

NVDA— China is stockpiling semiconductor equipment, including high-end NVIDIA chips, in response to US export controls.
SOLAR— China has achieved a global leadership position in solar panel technology, among other key technologies.
DRONES— China has achieved leadership in unmanned aerial vehicles (drones) technology.
GRAPHENE— China has achieved leadership in graphene technology, a coating material used in many sectors.
RAIL— China has achieved leadership in high-speed rail technology.
EV— China has achieved leadership in electric vehicle technology.

Bearish

SEMI— US export controls have been more effective in limiting China's progress in advanced semiconductors.

Not investment advice.