$NVIDIA(NVDA.US) took the opportunity to recover some ammunition. Although the most likely play for both sides is to continue tough talk publicly while secretly negotiating through a third party. In the end, Brother Long will take some limited action but not admit it's a concession. The Big Pretty will temporarily ease up on heavier blows, calling it the other side "starting to cooperate." Finally, both sides will internally claim victory, which is the outcome that best serves the interests of both. However, the tug-of-war during the process will cause the market to fluctuate violently, and even further military action to gain leverage at the negotiating table cannot be ruled out. But as long as the channels of communication remain open, the situation is unlikely to spiral completely out of control.

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