Shyon
05-13 18:34

What stood out most to me is Jensen Huang being added at the very last minute. That makes me think semiconductors and AI exports became a key agenda item after the delegation was already finalized. If this trip leads to even limited easing on AI chip restrictions, $NVIDIA(NVDA)$ could regain part of a market that was once one of its biggest growth drivers.

I think $Micron Technology(MU)$ and $Qualcomm(QCOM)$ may actually see the fastest direct earnings benefit from improving US-China relations because of their large China exposure. For NVIDIA, the upside is massive, but expectations going into May 20 earnings are already extremely high, so “buy the rumor, sell the news” remains a real risk after the recent rally.

Long term though, I still believe the AI infrastructure cycle has much more room to run. Even small progress on export licensing or supply chain cooperation could become a new catalyst the market hasn’t fully priced in yet.

@TigerStars @Tiger_comments @TigerClub

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