# tesla As I had said with Apple and TSLA, and now I will say also about NVDA: they will get fierce competition in China first, then the Chinese companies will bring that competition to them internationally. It does now matter Chinese EVs are on huge tariffs in China, they are winning against TSLA in Europe and so many other parts of the world. And next it will happen to Apple phones and tablets internationally. When I went to Dubai, I saw the largest Huawei store in the Mid East there. Now if Huawei can compete with NVDA in China (actually this is due to Biden Banning NVDA from exporting top GPUs to China), then like Apple and TSLA, eventually they will compete in Europe and Mid East, Asia South America etc…. Really, who would buy a Huawei GPU outside of China Pablo?… OK, let me ask you: WHO would buy a China made Passenger Aeroplane, instead of Airbus or Boeing outside of China?…. Well the richest Mid Eastern country Saudi Arabia is buying them, and is discussing to get a C919 production line in Saudi. I’ve said this before, if you are an European or Mid East or Asian country do you trust 100% of your AI equipment from USA?… Or do you want to diversify and have maybe 10-20% or even 40% of it form China or else where?… We just saw ASML threaten to shut down their EUV machines remotely if China took Taiwan, so you better be careful who you buy your equipment from. Diversifying is the best policy. So I see TSLA Apple getting more competition from China in next few months, but what the market is NOT prepared for is that: NVDA could suddenly face a lot of competition from Huawei in China, and possibly in other countries as well. And the entire Magnificent Seven stocks of the SP500/NASDAQ kind of depend on NVDA to perform.#teslamotor #NVDA