Trade Tensions and Tech Stocks

This chapter explores the ongoing tensions between the U.S. and China over trade agreements affecting critical minerals and semiconductor controls, with a focus on NVIDIA's stock performance amidst these geopolitical issues. It discusses the competitive landscape for tech companies like NVIDIA, AMD, and Google, while also examining implications of Germany's proposed digital services tax on major corporations. The dialogue reflects on regulatory impacts and market dynamics that are shaping the investment environment for big tech moving forward.