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Mira · New chip export rules just landed. Jordan, what are markets seeing?

Jordan · Semiconductor names sold off before the ink was dry. Investors want to know who still has access to the advanced nodes.

Ava · And founders feel it next. If you can't get the chips you designed for, the roadmap slips — not the press release.

Marcus · Zoom out and it's a trade story. Once supply chains fragment, prices and alliances take the hit together.