John Freeman says the 15% revenue pull from Nvidia (NVDA) and AMD Inc. (AMD) Chinese chip revenue is still better than the alternative of not making profits at all. That said, he still believes both companies should be allowed to see all their products without having part of their revenue pulled. He talks about how it can shape both companies' outlook. Elsewhere in the tech space, he likes TSMC (TSM), ASML Holding (ASML), and Lam Research (LRCX).