Get out of Nvidia now - China will retaliate soon Word on the street is that China is taking aim at Nvidia with rare earth restrictions. They will likely outright stop selling Germanium and Tungsten to TSMC in the coming week. Word is they are restricting TSMCs supply, but allowing Huawei and get this, Rapidus from Japan to take over the share. I would be very cautious with Nvidia and american semi related stocks, a strong reaction is in the works by the CCP and the situation is escala