The Nvidia–China Deal Makes ZERO Sense (And No One Can Explain It)

LISTEN and SUBSCRIBE on: Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on: https://www.youtube.com/@WatchdogOnWallstreet/featured Trump cuts a deal with Xi Jinping to allow China to buy Nvidia’s H200 chips — the same chips the U.S. government says will determine who controls the future of AI and modern warfare. And somehow we're supposed to pretend this all makes sense? You’d have an easier time decoding a Fellini film. In this episode, we break down: • The deal: China gets access to Nvidia’s H200s as long as the U.S. keeps 25% of the sales • The contradiction: DOJ says these chips are the “building blocks of AI superiority” • The confusion: Why sell strategic tech to an adversary we’re told to fear? • The chaos: DOJ shuts down a China-linked chip-smuggling network the same day • The twist: China now says it might restrict access to the very chips we just approved And the reality: None of this adds up — not strategically, not economically, not politically!