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Not being able to have unrestricted access to the world's second biggest market does not relate to Intel being up over 100%.

Just logic.

Not making any GPUs worth buying makes you immune to export restrictions.

So we're basing winners and losers on vibes rather than money or performance?

A simple ChatGPT can explain it to you.

Intel being up 100% has nothing to do with China market being restricted. They could be up 200% instead if the China market is free.