xiaolin: i would think so.hat is probably one of the reasons why last year in third quarter, they started introducing easing policy to focus on domestic economy. one is focusing on domestic. second is directly talk to trump administration. the people in administration are with young, entrepreneur business action person, hopefully that leads to constructive conversation. tesla has 30% revenue from china. if that is the case, trump's ears have music from musk all the days. he had an experience with china nothing but positive. hopefully these two governments can talk. market is pricing all the negativity and extreme scenarios through tariffs. tom: how do you trade the deepseek story for china? xiaolin: this is really a shock to the market right before the new year time. at the end of the day, it is proof again, you just said there is a lot of earnings of big tech companies today and in coming days. it is an interesting dynamic with deepseek now entering the market with extremely low costs and extremely capable. i