❕ NVIDIA and China: chips as geopolitical leverage

NVIDIA is aiming to ship around 80,000 H200 GPUs to China before Lunar New Year 2026 in what looks like a tightly controlled release.

The goal is to prove demand and set a precedent, with broader capacity orders potentially opening in Q2 2026.

The move sits at the intersection of politics and supply chains.

🟡 Washington is applying a 25% surcharge on approved exports

🟡 Beijing is considering approvals, but only if H200 purchases are bundled with mandatory buys of domestic accelerators

🟡 Shipments are limited, deliberate, and heavily negotiated

Both sides are using $NVDA as leverage. For the US, it’s export control with monetization. For China, it’s conditional access tied to strengthening local chip ecosystems.

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Crypto flash

JUST IN: The United States has announced that tariffs on semiconductors from China will be reduced to 0% until 2027.

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Crypto flash

JUST IN: President Trump says anyone who disagrees with him will "never" be Fed Chairman.

He also says he wants his new Fed Chair to lower interest rates if the market is doing well.

Own assets.

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Crypto flash

JUST IN: Spot gold prices have surpassed $4,500 per ounce for the first time in history. Gold has become a $31.5 trillion asset class, nearly seven times the size of NVIDIA.

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Crypto flash

If your daily goal is “make money,” you’re starting every session from pressure.

If your daily goal is “execute well,” profit becomes a byproduct instead of a demand.

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Year to date performance

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Crypto flash

JUST IN: Silver prices have risen to a record high of $72 per ounce, surpassing Apple to become the third most valuable asset worldwide.

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JUST IN: The S&P 500 has closed at a record high of 6,932 on Christmas Eve. The Santa Rally of 2025 is now in progress.

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US markets are operating on a shortened schedule today, closing at 1:00 PM EST, with the stock market fully closed tomorrow for the Christmas holiday.

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Crypto flash

Christmas is a good moment to pause and be honest with yourself.

If you’re not happy with this year’s result, it’s worth understanding what needs to change.
Especially your habits and the way you react to stops. The market doesn’t respond to hopes or intentions. It reflects behavior.

Doing the same things and expecting a different outcome doesn’t work here.

Let this be a moment for clear conclusions and better decisions ahead.

Merry Christmas.

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Crypto flash

next month we will be as closer to 2050 than 2000

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Traders on Christmas when the markets are closed.

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When you can take a loss and be proud of yourself for following the plan

That is the day you know you have leveled up to a place most traders will never reach in their lives

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🔼 What we are seeing in precious metals right now is truly once-in-a-lifetime:

🟡 Gold is now up +72% YTD, adding +$13.2 TRILLION in market cap this year.

🟡 Silver has become the 3rd largest asset in the world, up +155% YTD, worth $4.2 trillion.

The only other year that comes close to what we are seeing now is 1979, when CPI inflation was running at 11%+.

🟡 Platinum? Up +159% and set for its biggest annual percentage gain ever recorded.

2025 will be a year that is referenced for decades to come.

You are witnessing history.

✅ @trading

Crypto flash

JUST IN: Bitcoin price has dropped by nearly $3,000 within 45 minutes, triggering the liquidation of $70 million in leveraged long positions.

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Crypto flash

Trading is hard because winning requires mastering how to lose.

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Real

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Gold and silver investors right now

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Crypto flash

BREAKING: China will be imposing export restrictions on silver beginning in 5 days, on January 1st.

These restrictions will require special government licenses for silver exports.

Shanghai silver prices are now up to $85/oz, a ~$5 premium to spot prices in the US.

✅ @trading

Crypto flash

This.

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What happens to you matters less than how you respond.

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Crypto flash