The U.S. is considering a deal that would let Nvidia and AMD sell certain AI chips to China, with a 15% cut of that business going straight to the government. Two big questions: Should we ship chips to China or other adversaries? And is this 15% fee a tax, a tariff, or just pay to play? My answer to the first is yes, as long as they are building on the American tech stack. Even if we ship older generations, they remain dependent on U.S. firmware and software. That keeps us in control and prevents competitors like Huawei from catching up. On the 15% cut, call it a tax, tariff, or shakedown. It's still incremental cash flow for shareholders, and the market likes it. Here's the real issue for me... We added 3 trillion dollars in debt. I don't want free checks going out to everyone. I want America to stay the number one place for the world to invest. That means using this revenue to reduce the deficit, maintaining fiscal discipline, and keeping our technological edge. Lose that confidence, and everything changes.