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

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

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.