According to @KobeissiLetter, NVDA screens cheap if US-China relations improve or if any AI chip sales to China resume. According to @KobeissiLetter, their base-case assumes zero H20 chip shipments to China in Q3. According to @KobeissiLetter, Nvidia generated about $5.5 billion in revenue from China in fiscal Q1 2025, highlighting earnings leverage if sales restart. According to Bloomberg on Feb 22, 2024, AI-linked crypto tokens such as RNDR and FET rallied following Nvidia’s earnings, suggesting traders should monitor US-China chip headlines for potential spillover into AI crypto.