U.S. Equities - The Nonexpert

Nvidia’s China Unlock: What the H200 Approval Actually Means for the AI Trade

3월 18, 2026

Regulatory approvals in the semiconductor space rarely arrive cleanly, and they almost never mean what they appear to mean on the surface. Beijing’s decision to allow Nvidia to sell its H200 AI chip in China, confirmed as of March 18, 2026, is being read as a straightforward market reopening. It’s more complicated than that. And … Read more

RBC’s Micron Call Is Really a Bet on AI’s Memory Addiction

3월 18, 20263월 17, 2026

There is something quietly radical about RBC Capital Markets’ latest research note on Micron Technology. On the surface, it reads like a standard buy recommendation on a cyclical chipmaker. Dig a bit deeper and it becomes a structural argument: artificial intelligence has permanently rewired the economics of memory, and the old boom-bust logic of DRAM … Read more