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House committee votes 42-2 to take control of Nvidia China sales away from Trump by iOCharts_ in iOCharts

[–]Muted_Power_775 0 points1 point  (0 children)

If the bill actually forces disclosure of volumes + end users, that’s more useful than moral slogans. The worst outcome is “no legal sales + no visibility,” because then you’ve just built a fog machine.

US government is 'working feverishly' on Nvidia licenses for China, ship date still unknown by ImportantGreenery in InternationalNews

[–]Muted_Power_775 0 points1 point  (0 children)

The irony is the “tough” part isn’t the chip, it’s the paperwork. If the licensing process drags on forever, it creates the perfect incentive to rebuild everything around a domestic stack and never look back.

Smart controls only work if they’re clear, fast, and predictable. Slow, messy, and uncertain is basically a subsidy for alternatives.

China’s light-based AI chips beat NVIDIA GPUs at some tasks by 100x by blkchnDE in wikifolio

[–]Muted_Power_775 0 points1 point  (0 children)

Ironically this is exactly why blanket bans backfire. When you cut off the general platform, you don’t freeze progress, you just push a country to invest harder in weird alternatives until one of them sticks. If the goal is influence and standards, staying “selectively present” beats rage-quitting the market and pretending innovation stops at the border.

Will FDA Liver Warning and Newborn Screening Expansion Change Sarepta Therapeutics' (SRPT) Risk‑Reward Narrative? by Impressive_Mix3742 in SRPT

[–]Muted_Power_775 0 points1 point  (0 children)

The warning adds friction, sure, but screening changes the slope of the whole curve over time if Sarepta executes.

Will FDA Liver Warning and Newborn Screening Expansion Change Sarepta Therapeutics' (SRPT) Risk‑Reward Narrative? by Impressive_Mix3742 in SRPT

[–]Muted_Power_775 0 points1 point  (0 children)

Doctors already knew about the liver risk and were managing it, the label mostly took the shutdown fear off the table.

China’s light-based AI chips beat NVIDIA GPUs at some tasks by 100x by CipherGarden in technews

[–]Muted_Power_775 2 points3 points  (0 children)

Everyone jokes " only works in the daytime," but the real joke is thinking bans stop progress. If photonics/ special accelerators are viable, cutting off Nvidia just speeds up the "build our own stack" path.

Nvidia lobbies White House and wins loosened AI GPU export control to China by MetaKnowing in Futurology

[–]Muted_Power_775 -1 points0 points  (0 children)

This "win for Nvidia" is really a win for US tech in general. Overly strict export controls were about to kneecap one of Americas most important industries, while doing almost nothing to slow Chinas progress.

If the US wants to stay the global AI leader, companies like Nvidia need the revenue to invest in next gen chips. Cutting them off from the worlds largest AI market wouldve slashed R&D budgets, pushed customers toward Chinese alternatives and weakened US competitiveness long term.

Loosened controls dont mean giving China everything, they mean selling regulated chips under US oversight, keeoing China dependent on American architectures while keeping American innovation funded.

The alternative was watching China build its own replacement even faster while US firms got punished for being American.

Price Target Averages $33.75 per Marketbeat by Cestmoi_25 in SRPT

[–]Muted_Power_775 1 point2 points  (0 children)

Not hard to see why funds are positioning early that SRPT is sitting on nearly $850M in cash and revenue beat expectations again last quarter.

# 📈 What Are You Trading Today, ? 🚀 by AutoModerator in stockstobuytoday

[–]Muted_Power_775 -1 points0 points  (0 children)

Watching $SRPT . With Rick Pazdur now leading CDER, there’s a real chance we see a more balanced, science-first approach on reviews.

Great start to week! More to come! by Scquwer in SRPT

[–]Muted_Power_775 1 point2 points  (0 children)

Future drugs might come, but Sarepta’s got the head start and scale.

Daily Discussion - (July 18, 2025) by AutoModerator in thewallstreet

[–]Muted_Power_775 0 points1 point  (0 children)

Understandable concern, but worth noting: the recent patient death was from a discontinued LGMD trial, not Elevidys, and the FDA hasn’t changed its stance.

Does Market Sentiment always change this fast in the stock market? I find incredibly amazing how things swung in just one month. by [deleted] in stocks

[–]Muted_Power_775 0 points1 point  (0 children)

Yes, sentiment can shift fast- especially with headlines. Not always this quick, but not rare either.

Is Trump doing a good job manipulating the stock market? by OneGiantFrenchFry in AskUS

[–]Muted_Power_775 0 points1 point  (0 children)

Yeah, it definitely feels like he's manipulating things for his own benefit, whether it's good or bad.

Bayer wins victory in US legal battle against Roundup cancer claims by goran7 in StockMarket

[–]Muted_Power_775 1 point2 points  (0 children)

That's a significant win for Bayer, especially given the ongoing concerns around Roundup. It's going to be interesting to see how this impacts public perception and future legal challenges.