Trump’s China trip now include

Trump’s China trip now includes Musk, Cook, GE, Boeing — & Last‑minute, Jensen Huang. That late addition signals semiconductors & AI exports are on the table.📊 Micron & Qualcomm gain direct leverage from China demand reopening, but NVDA stands out: any export relaxation could mean tens of billions in incremental revenue.✨ My view: Jensen’s presence may open a new upside leg for NVDA beyond May 20 earnings. I’m hopeful the trip delivers.[Bless]@JC888 @Barcode @Shyon @koolgal @Aqa @DiAngel @Shernice軒嬣 2000

@Tiger_comments：Trump Visits China, Jensen Boards Air Force One: How to Trade?

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That late addition signals semiconductors &amp; AI exports are on the table.📊 Micron &amp; Qualcomm gain direct leverage from China demand reopening, but NVDA stands out: any export relaxation could mean tens of billions in incremental revenue.✨ My view: Jensen’s presence may open a new upside leg for NVDA beyond May 20 earnings. I’m hopeful the trip delivers.[Bless]<a target=\"_blank\" href=\"https://ttm.financial/personal/3570103090255456\">@JC888 </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4171900329979952\">@Barcode </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3581734406950755\">@Shyon </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3559581955535845\">@koolgal </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4091884160412060\">@Aqa </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4100833454173050\">@DiAngel </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3560184106659134\">@Shernice軒嬣 2000 </a>\n </body></html>","htmlText":"<html><head></head><body>Trump’s China trip now includes Musk, Cook, GE, Boeing — &amp; Last‑minute, Jensen Huang. That late addition signals semiconductors &amp; AI exports are on the table.📊 Micron &amp; Qualcomm gain direct leverage from China demand reopening, but NVDA stands out: any export relaxation could mean tens of billions in incremental revenue.✨ My view: Jensen’s presence may open a new upside leg for NVDA beyond May 20 earnings. I’m hopeful the trip delivers.[Bless]<a target=\"_blank\" href=\"https://ttm.financial/personal/3570103090255456\">@JC888 </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4171900329979952\">@Barcode </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3581734406950755\">@Shyon </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3559581955535845\">@koolgal </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4091884160412060\">@Aqa </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4100833454173050\">@DiAngel </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3560184106659134\">@Shernice軒嬣 2000 </a>\n </body></html>","text":"Trump’s China trip now includes Musk, Cook, GE, Boeing — & Last‑minute, Jensen Huang. That late addition signals semiconductors & AI exports are on the table.📊 Micron & Qualcomm gain direct leverage from China demand reopening, but NVDA stands out: any export relaxation could mean tens of billions in incremental revenue.✨ My view: Jensen’s presence may open a new upside leg for NVDA beyond May 20 earnings. I’m hopeful the trip delivers.[Bless]@JC888 @Barcode @Shyon @koolgal @Aqa @DiAngel @Shernice軒嬣 2000","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/563819917300528","repostId":563841017074104,"repostType":1,"repost":{"magic":2,"id":563841017074104,"tweetId":"563841017074104","gmtCreate":1778667884128,"gmtModify":1778671200052,"author":{"id":3501196737273098,"idStr":"3501196737273098","authorId":3501196737273098,"authorIdStr":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","vip":4,"userType":4,"introduction":"Tiger Official Account","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-4","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Tiger Star","description":"Join the tiger community for 2000 days","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[],"fanSize":8602,"starInvestorFlag":false},"themes":[{"themeId":"888b1173dd1a4048be646f2db60e3d0f","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"Trump Leaves, Q1 Portfolio Drops! What Trading Clues to Follow?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":888b1173dd1a4048be646f2db60e3d0f}&rnconfig={\"headerBarHidden\": true}","description":"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-$750M total, roughly 58 trades per day.\n\nHow do you read Trump's portfolio?\n\nTrump sold software, bought NVDA/SNDK/AVGO — do you follow the same rotation, or is the portfolio disclosure itself the signal to trade against?","image":"https://community-static.tradeup.com/news/b94a6dd48beba6c082b870af75ae613a"}],"images":[{"img":"https://community-static.tradeup.com/news/d3e1caee67c20377d21c40aecff68442","width":"1254","height":"1254"},{"img":"https://community-static.tradeup.com/news/6bab5e9aa9bce6102c15363d7782b435","width":"2058","height":"1328"},{"img":"https://community-static.tradeup.com/news/4d6ab733c70ad719596bfca040ccc745","width":"984","height":"1516"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/d3e1caee67c20377d21c40aecff68442"},{"img":"https://community-static.tradeup.com/news/6bab5e9aa9bce6102c15363d7782b435"},{"img":"https://community-static.tradeup.com/news/4d6ab733c70ad719596bfca040ccc745"}],"title":"Trump Visits China, Jensen Boards Air Force One: How to Trade?","html":"<html><head></head><body>The Wall Street Journal confirmed the latest additions to Trump's business delegation for the China visit. <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"Tesla Motors\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> CEO Musk, <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"Apple\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> CEO Cook, <a data-mention-id=\"GE\" class=\"teditor-mention\" data-mention-name=\"GE Aerospace\" href=\"https://ttm.financial/S/GE\">$GE Aerospace(GE)$</a> CEO Larry Culp, and <a data-mention-id=\"BA\" class=\"teditor-mention\" data-mention-name=\"Boeing\" href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a> CEO Kelly Ortberg are all attending.\n<img src=\"https://community-static.tradeup.com/news/d3e1caee67c20377d21c40aecff68442\" tg-width=\"1254\" tg-height=\"1254\">\nBloomberg then reported that <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> CEO Jensen Huang joined as a last-minute addition, boarding Air Force One during an Alaska fuel stop. NVIDIA confirmed: \"Jensen accepted President Trump's invitation to attend the summit in support of the US and the goals of this Administration.\"\n<h2 id=\"id_1624998936\">Jensen on Air Force One: what's the signal?</h2>\nThe White House's original 16-person delegation already covered tech, finance, aviation, and agriculture — Musk ($TSLA$), Cook ($AAPL$), the CEOs of Qualcomm and Micron, plus the heads of Citi, Goldman, and Blackstone. Jensen was added after the list was finalized. That tells you one specific agenda item came up late: semiconductor and AI compute exports.\n\n<img src=\"https://community-static.tradeup.com/news/6bab5e9aa9bce6102c15363d7782b435\" tg-width=\"2058\" tg-height=\"1328\">\nSince 2022, US export controls have effectively shut NVIDIA out of the Chinese high-end GPU market. Jensen going to Beijing personally suggests that may be changing.\n<h2 id=\"id_2660240932\">Which semiconductor CEO in the delegation gets the most direct benefit?</h2>\n<a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> — CEO Sanjay Mehrotra in the delegation\nDown -3.6% yesterday, pre-market +6.0% to $812. China is the world's largest DRAM and NAND end-market, and Micron's most politically sensitive revenue line. US-China tech friction cooling = Chinese datacenter orders reopening + supply/demand gap still intact = highest earnings leverage in the delegation.\n<a data-mention-id=\"QCOM\" class=\"teditor-mention\" data-mention-name=\"Qualcomm\" href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> — CEO in the delegation\nFell -11.5% yesterday, pre-market bouncing +5.8%. Qualcomm historically derives ~60%+ of revenue from China — the highest China exposure of any major US semiconductor company. Yesterday's selloff amplifies today's political bounce. For QCOM, every step of US-China de-escalation is a direct revenue event.\n<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA (NVDA)$</a> — CEO personally on the delegation\nChina was once NVIDIA's largest single regional market before H100/A100 export bans erased that line almost entirely. Any form of export exemption or new product licensing from this summit = potential incremental revenue counted in the tens of billions.\n<a href=\"https://ttm.financial/S/AAPL\">$Apple (AAPL)$</a> — Cook in the delegation\nManufacturing supply chain + consumer market, both tied to China. Cook's trip is primarily about supply chain stability and in-market sales — less optionality than pure semis, but reducing systematic risk is a long-term positive.\n<h2 id=\"id_1870868581\">NVIDIA earnings May 20: the bar is already loaded</h2>\nLatest bank price targets:\n\n<img src=\"https://community-static.tradeup.com/news/4d6ab733c70ad719596bfca040ccc745\" tg-width=\"984\" tg-height=\"1516\">\nCiti projects Q1 revenue $80B (vs Street $78.6B), FY27 AI GPU revenue $284B (+79% YoY), B300 FY27 shipments raised to 7.3M units (+9%). AI accelerator C2028E TAM raised from $523B to $603B.\n9 of the past 12 quarters, NVIDIA beat by over $1B. Goldman's FY28 EPS is 34% above Street consensus. Wells Fargo's 2029 datacenter revenue estimate: $625B.\nGoldman: the bar for outperformance into this print \"is relatively high\" after TSMC and SK Hynix supply chain signals pre-loaded the tape. Jensen in Beijing may be the one variable nobody modeled.\nHow do you read the US-China trade signal?\nWill there be a chip policy win? AI export relaxation or just supply chain stability pledges?\n$$NVD$$ pre-market +2.2%, bank targets up to $315, May 20 earnings — worried about \"buy the rumor, sell the news\"?\nOr does the trip open a new leg of upside the market hasn't priced yet?\nLeave your comments to win tiger coins~</body></html>","htmlText":"<html><head></head><body>The Wall Street Journal confirmed the latest additions to Trump's business delegation for the China visit. <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"Tesla Motors\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> CEO Musk, <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"Apple\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> CEO Cook, <a data-mention-id=\"GE\" class=\"teditor-mention\" data-mention-name=\"GE Aerospace\" href=\"https://ttm.financial/S/GE\">$GE Aerospace(GE)$</a> CEO Larry Culp, and <a data-mention-id=\"BA\" class=\"teditor-mention\" data-mention-name=\"Boeing\" href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a> CEO Kelly Ortberg are all attending.\n<img src=\"https://community-static.tradeup.com/news/d3e1caee67c20377d21c40aecff68442\" tg-width=\"1254\" tg-height=\"1254\">\nBloomberg then reported that <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> CEO Jensen Huang joined as a last-minute addition, boarding Air Force One during an Alaska fuel stop. NVIDIA confirmed: \"Jensen accepted President Trump's invitation to attend the summit in support of the US and the goals of this Administration.\"\n<h2 id=\"id_1624998936\">Jensen on Air Force One: what's the signal?</h2>\nThe White House's original 16-person delegation already covered tech, finance, aviation, and agriculture — Musk ($TSLA$), Cook ($AAPL$), the CEOs of Qualcomm and Micron, plus the heads of Citi, Goldman, and Blackstone. Jensen was added after the list was finalized. That tells you one specific agenda item came up late: semiconductor and AI compute exports.\n\n<img src=\"https://community-static.tradeup.com/news/6bab5e9aa9bce6102c15363d7782b435\" tg-width=\"2058\" tg-height=\"1328\">\nSince 2022, US export controls have effectively shut NVIDIA out of the Chinese high-end GPU market. Jensen going to Beijing personally suggests that may be changing.\n<h2 id=\"id_2660240932\">Which semiconductor CEO in the delegation gets the most direct benefit?</h2>\n<a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> — CEO Sanjay Mehrotra in the delegation\nDown -3.6% yesterday, pre-market +6.0% to $812. China is the world's largest DRAM and NAND end-market, and Micron's most politically sensitive revenue line. US-China tech friction cooling = Chinese datacenter orders reopening + supply/demand gap still intact = highest earnings leverage in the delegation.\n<a data-mention-id=\"QCOM\" class=\"teditor-mention\" data-mention-name=\"Qualcomm\" href=\"https://ttm.financial/S/QCOM\">$Qualcomm(QCOM)$</a> — CEO in the delegation\nFell -11.5% yesterday, pre-market bouncing +5.8%. Qualcomm historically derives ~60%+ of revenue from China — the highest China exposure of any major US semiconductor company. Yesterday's selloff amplifies today's political bounce. For QCOM, every step of US-China de-escalation is a direct revenue event.\n<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA (NVDA)$</a> — CEO personally on the delegation\nChina was once NVIDIA's largest single regional market before H100/A100 export bans erased that line almost entirely. Any form of export exemption or new product licensing from this summit = potential incremental revenue counted in the tens of billions.\n<a href=\"https://ttm.financial/S/AAPL\">$Apple (AAPL)$</a> — Cook in the delegation\nManufacturing supply chain + consumer market, both tied to China. Cook's trip is primarily about supply chain stability and in-market sales — less optionality than pure semis, but reducing systematic risk is a long-term positive.\n<h2 id=\"id_1870868581\">NVIDIA earnings May 20: the bar is already loaded</h2>\nLatest bank price targets:\n\n<img src=\"https://community-static.tradeup.com/news/4d6ab733c70ad719596bfca040ccc745\" tg-width=\"984\" tg-height=\"1516\">\nCiti projects Q1 revenue $80B (vs Street $78.6B), FY27 AI GPU revenue $284B (+79% YoY), B300 FY27 shipments raised to 7.3M units (+9%). AI accelerator C2028E TAM raised from $523B to $603B.\n9 of the past 12 quarters, NVIDIA beat by over $1B. Goldman's FY28 EPS is 34% above Street consensus. Wells Fargo's 2029 datacenter revenue estimate: $625B.\nGoldman: the bar for outperformance into this print \"is relatively high\" after TSMC and SK Hynix supply chain signals pre-loaded the tape. Jensen in Beijing may be the one variable nobody modeled.\nHow do you read the US-China trade signal?\nWill there be a chip policy win? AI export relaxation or just supply chain stability pledges?\n$$NVD$$ pre-market +2.2%, bank targets up to $315, May 20 earnings — worried about \"buy the rumor, sell the news\"?\nOr does the trip open a new leg of upside the market hasn't priced yet?\nLeave your comments to win tiger coins~</body></html>","text":"The Wall Street Journal confirmed the latest additions to Trump's business delegation for the China visit. $Tesla Motors(TSLA)$ CEO Musk, $Apple(AAPL)$ CEO Cook, $GE Aerospace(GE)$ CEO Larry Culp, and $Boeing(BA)$ CEO Kelly Ortberg are all attending. Bloomberg then reported that $NVIDIA(NVDA)$ CEO Jensen Huang joined as a last-minute addition, boarding Air Force One during an Alaska fuel stop. NVIDIA confirmed: \"Jensen accepted President Trump's invitation to attend the summit in support of the US and the goals of this Administration.\" Jensen on Air Force One: what's the signal? The White House's original 16-person delegation already covered tech, finance, aviation, and agriculture — Musk ($TSLA$), Cook ($AAPL$), the CEOs of Qualcomm and Micron, plus the heads of Citi, Goldman, and Blackstone. Jensen was added after the list was finalized. That tells you one specific agenda item came up late: semiconductor and AI compute exports. Since 2022, US export controls have effectively shut NVIDIA out of the Chinese high-end GPU market. Jensen going to Beijing personally suggests that may be changing. Which semiconductor CEO in the delegation gets the most direct benefit? $Micron Technology(MU)$ — CEO Sanjay Mehrotra in the delegation Down -3.6% yesterday, pre-market +6.0% to $812. China is the world's largest DRAM and NAND end-market, and Micron's most politically sensitive revenue line. US-China tech friction cooling = Chinese datacenter orders reopening + supply/demand gap still intact = highest earnings leverage in the delegation. $Qualcomm(QCOM)$ — 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. $NVIDIA (NVDA)$ — CEO personally on the delegation China was once NVIDIA's largest single regional market before H100/A100 export bans erased that line almost entirely. Any form of export exemption or new product licensing from this summit = potential incremental revenue counted in the tens of billions. $Apple (AAPL)$ — Cook in the delegation Manufacturing supply chain + consumer market, both tied to China. Cook's trip is primarily about supply chain stability and in-market sales — less optionality than pure semis, but reducing systematic risk is a long-term positive. NVIDIA earnings May 20: the bar is already loaded Latest bank price targets: Citi projects Q1 revenue $80B (vs Street $78.6B), FY27 AI GPU revenue $284B (+79% YoY), B300 FY27 shipments raised to 7.3M units (+9%). AI accelerator C2028E TAM raised from $523B to $603B. 9 of the past 12 quarters, NVIDIA beat by over $1B. Goldman's FY28 EPS is 34% above Street consensus. Wells Fargo's 2029 datacenter revenue estimate: $625B. Goldman: the bar for outperformance into this print \"is relatively high\" after TSMC and SK Hynix supply chain signals pre-loaded the tape. Jensen in Beijing may be the one variable nobody modeled. How do you read the US-China trade signal? Will there be a chip policy win? AI export relaxation or just supply chain stability pledges? $$NVD$$ pre-market +2.2%, bank targets up to $315, May 20 earnings — worried about \"buy the rumor, sell the news\"? Or does the trip open a new leg of upside the market hasn't priced yet? Leave your comments to win tiger coins~","highlighted":2,"essential":2,"paper":2,"link":"https://ttm.financial/post/563841017074104","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","TSLA","AAPL","MU","QCOM","GE","BA"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":563841017074104,"totalAmount":500,"balance":500,"end":false,"deadline":1779747884128,"remainingNumber":100},"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2919,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":105,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":434,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/563819917300528"}