I’m paying closer attention to the chip stocks after this latest news out of China. Nvidia, AMD and other semiconductor names are getting hit as concerns grow around China’s push to reduce reliance on U.S. AI chips. Elon Musk also weighed in, pointing to the growing competition in the global AI race. I’m watching $NVDA, $AMD, $AVGO and $TSM closely because this isn’t just about one company. China’s semiconductor strategy could have a much bigger impact on the AI supply chain. I’m still bullish on AI long term, but I think investors need to pay more attention to the geopolitical side of this trade. Do you think China’s chip push could become a serious threat to U.S. semiconductor stocks?