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![mark_to_mkt Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1764033114656104448.png) M2M [@mark_to_mkt](/creator/twitter/mark_to_mkt) on x 1081 followers
Created: 2025-07-15 04:45:02 UTC

Focus tonight is on $NVDA with resumption of the sale of AI chips to China, but also worth looking at Chinese data center companies who benefit. $KC $VNET $GDS all breaking downtrends. Unlocks projects that were stalled by the H20 backlog. $KC benefits the most as a GPU-cloud provider and an AI-platform operator. Restored chip flow benefits its cloud revenue and should restore AI-related gross margins.

![](https://pbs.twimg.com/media/Gv32XxWbcAAlogb.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944981508340769200/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[$gds](/topic/$gds)
[$vnet](/topic/$vnet)
[$kc](/topic/$kc)
[china](/topic/china)
[chips](/topic/chips)
[coins ai](/topic/coins-ai)
[$nvda](/topic/$nvda)

[Post Link](https://x.com/mark_to_mkt/status/1944981508340769200)