Aqa
05-14 20:49
This Donald Trump trip to China is really the heaviest of all the heavyweights’ summit. Trump assembled this multi-trillion-dollar concentration of private capital to push Chinese President Xi Jinping to "open up" Chinese markets to American enterprises. The overarching negotiations center heavily on the global AI race, easing export bottlenecks on Nvidia's specialized H200 AI chips, and securing mutual supply chains for rare earth minerals. Most significantly this trip opens up especially a new leg of upside for the market on semiconductor and AI compute exports. Thanks for sharing @icycrystal @Tiger_comments 👍🏻
Trump’s China Visit CEO List Revealed: Which Trading Opportunities to Watch?
Trump is about to visit China, and the accompanying executives include Musk, Micron, Meta, Boeing, and GE — NVIDIA and Google are absent. MU/ILMN — resilience from past frictions being repaired TSLA — FSD approval expectations triggered by Musk’s presence BA/GE — expectations for large aircraft orders to materialize Once the outcomes of the visit are announced, which of these themes do you think will materialize first?
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