JD.com, Inc. (JD)

💥CHINA RE-OPENING?
💥ARE COVID LOCKDOWNS FINNALY OVER ?
(LINK)
https://twitter.com/ShanghaiMacro/status/1576188689235038213?t=MhnhOmbzrKFwuAPnKWKr9Q&s=19

$TUYA $BIDU $VIPS $CQQQ $JD $NIO $PGJ $TCEHY $KC

$NVDA $AMD
Primely see a crunch in demand due to cryptocurrencies dropping in value and the cost of energy plus investing in GPU equipment for mining becomming costly, especially due to the rising cost of energy. And the rising cost of energy is related to the Russia - Ukraine war.

If the Russia - ukraine war ends and the electricity costs dropping a lot while crypto's stay flat or increase, would mean a higher demand for GPU's for mining.

Also: the recent news on the restrictions to sell to China (and Russia) cause mid term demand issues.

$NIO $XPEV
For companies like Nio and Xpeng that needs a lot of chips for the cars it can cause a lot a big supply chain issue, but it is yet uncertain how it will unfold.

$BABA $JD $PDD $TCEHY
For E-Commerce and tech giants the new regulations can cause problems as well. Probably last generation servers will still be sold so, for the most part they will not encounter too many issues.
For the data centers in different regions than China I believe the impact will be minimized if they operate as individual entities, and thus outside of China growth rate for Chinese expanding companies could increase.
If not Amazon $AMZN , Microsoft $MSFT and Google $Googl will keep a more dominant market share (this could be the goal of US law makers/president/other minions).

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