$Qualcomm(QCOM)$ — CEO in the -To The Moon - Tiger Brokers Online Investing Community

$Qualcomm(QCOM)$ — CEO in the delegation

Fell -11.5% yesterday, pre-market bouncing +5.8%. Qualcomm historically derives ~60%+ of revenue from China — the highest China exposure of any major US semiconductor company. Yesterday's selloff amplifies today's political bounce. For QCOM, every step of US-China de-escalation is a direct revenue event.

Trump Leaves, Q1 Portfolio Drops! What Trading Clues to Follow?

Trump departed Beijing today, wrapping up his China visit. Outcomes: energy and agriculture purchasing framework, no AI chip export relaxation announced. But the bigger story today is the Office of Government Ethics disclosure: 3,642 trades in Q1 alone, estimated at $220M-$750M total, roughly 58 trades per day. How do you read Trump's portfolio? Trump sold software, bought NVDA/SNDK/AVGO — do you follow the same rotation, or is the portfolio disclosure itself the signal to trade against?

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