> There are some things more important than stock valuation.

Given that the economic growth of the USA during the last few years was entirely due to this man and his technologies, I'm going to say nah.

China having access to GPUs is not a national security threat. It's an economic threat. Not sure why people treat China as some enemy nation. It's just a competitor.

Frontier AI may help China in a military conquest of Taiwan: their stated ambition.