Navigating the Semiconductor Landscape

This chapter explores the implications of U.S. legislative actions on the semiconductor industry, particularly focusing on NVIDIA and DeepSeek. It examines the interconnected effects of export controls, tariffs, and emerging AI technologies on major companies and their valuations, including Tesla and Corsair. The discussion also considers the evolving dynamics in the tech sector, including potential shifts towards autonomous vehicles and innovations in AI amidst market fluctuations.