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![ResearchQf Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1204134753324142594.png) QF Research [@ResearchQf](/creator/twitter/ResearchQf) on x 14.5K followers
Created: 2025-07-20 19:22:38 UTC

1) The Information article yesterday had little incremental info, but today's NYT & SCMP reports are worth reads.

Conclusion first. Shippable H20 inventory is still lower than prior to the ban, but still very significant, and don't forget RTX 6000D. Today's reports support earlier conclusion that $NVDA opportunity in China is greater and possibly much greater.

H20 wasn't specifically discussed in Geneva or London, contrary to Lutnick comments, but Bessent's "all part of a mosaic" sounds closer to the truth.

Trump & advisors were "surprised by threat of Beijing's countermove." Depressing but reflective of technocrat competence remaining in this administration. Check prior rare earth & $MP threads for months.

![](https://pbs.twimg.com/media/GwUoFVQW0AEweei.png)

XXXXX engagements

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**Related Topics**
[china](/topic/china)
[$tbbk](/topic/$tbbk)
[$nvda](/topic/$nvda)
[stocks technology](/topic/stocks-technology)

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