Probably shouldn’t focus on the short term stock movements.

If the Fed turns on the money printer, the stock prices will go up.

I would point to prices of housing and groceries, because that will not go down if the Fed turns on the money printer.

Chinese ambition of Taiwan has very little to do with semiconductor industry and mostly to do with their nationalism/legitimacy of CCP.

Model Y Juniper just started shipping this month. Its a glaring sign that says they bought it after everything Musk did.

Feasible, yes. Practical, hard to say. Good idea, yes.

RISC-V is open-source architecture based in Switzerland (although it started in University of California).

One thing going for it is China is spending billions a year towards RISC-V adoption so they do not get sanctioned by the US. You need money and engineers working on it towards these type of open source to compete with existing players.