- 
NVDA export ban lifted for China will be beneficial for NVDA for sure but main advantages would be for 
BABA as they can get the shovels from the shop as well so that they can compete in Gold Rush and compete with 
GOOGL , 
META and other private companies like Open AI and Anthropic.
- There are good universities in China andBABA is regional big tech in China which gets great talent. I'm confident that BABA would be able to compete with META & GOOGL in building LLMs even better with this export ban lift.
- LongBABA and short/avoid META ( overvalued )
NVDA export ban lifted for China will be beneficial for NVDA for sure but main advantages would be for BABA as they can get the shovels from the shop as well so that they can compete in Gold Rush and compete with GOOGL , META and other private companies like Open AI and Anthropic. - There are good universities in China and
BABA is regional big tech in China which gets great talent. I'm confident that BABA would be able to compete with META & GOOGL in building LLMs even better with this export ban lift. - Long
BABA and short/avoid META ( overvalued )Note
Price Target $160+ ; Ideally $180-200 rangeNote
For technical analysis and target point. Checkout 
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.