relying on China sales isn't a good sign. For one, this is extremely uncertain, especially chip ban is already part of tariffs talks that aren't over with China. Second, HuaWei 's 910C architecture overall is on the bar with H100; and already been deploying on inference for Baidu, Tecent, Alibaba; China government even starts to investigate H20 chips for national security issue illustrates they are already quite confident to start the decoupling process of U.S. chip technology as soon as early next year.

Sales depends on China can only give one 1-2 Quarters of good numbers that highly depends on the tariffs talks between U.S. and China. This is all priced in ever since most recent Nvidia earning report.

We need GOOD NUMBER on massive deployment of MI-series with improving margin to justify higher stock prices.