Trump officially wrapped up his China visit. The summit outcomes focused on energy and agricultural purchase frameworks, with zero announcement on easing chip export restrictions. But the real thing worth watching today isn’t the summit communiqué — it’s the simultaneously revealed Trump holdings disclosure: 3,642 trades within just Q1 alone, with estimated total trading volume between $220 million and $750 million, averaging 58 trades per day.

Plz invest in AAPL, as they are getting strong attention

My logic today is be natural

Q1 revenue $14.7M, vs. Street expectations of $39M, a gap of over 60%. Loss per share $0.66, Street expected $0.24, loss nearly tripled. Operating expenses $164.1M, engineering and administrative expenses climbed significantly. Only bright spot: Full-year guidance maintained at $150–200M, cash reserves $3.5 billion, no short-term shortage of money. Obtained FCC authorization allowing 248 satellites to provide commercial services in the US. Technically, Block 1 satellites peaked at 98.9 Mbps download; Block 2 is expected to double. Market cap once reached 32 billion, while Q1 actual revenue was $14.73 million. Launch execution is the most critical variable this year—3 satellites in mid-June, followed by 20+. Blue Origin let a satellite enter the wrong orbit last month; execution risk is re

$Qualcomm(QCOM)$ — 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.

Happy, trading happily

$NVIDIA(NVDA)$ has been setting new highs preearnings. Goldman's buy call. Goldman expects a "beat-and-raise" quarter but explicitly flags: the bar for outperformance is very high after positive supply chain signals from TSMC and SK Hynix have already elevated consensus.

SpaceX IPO officially enters the final countdown; listing expected in June with valuation reaching $1.75 to $2 trillion, poised to become the largest IPO in history. The biggest highlight of this offering is the retail allocation, which could reach as high as 30%—far exceeding industry norms.

Factory orders and construction spending beat expectations, driven by demand for AI electronics and single-family housing. Conversely, consumer sentiment plunged to a record low of 48.2. This sharp disconnect stems from industrial resilience being overshadowed by public anxiety over rising gasoline prices, tariffs, and persistent inflationary pressures.

AI arms race: Global AI compute expansion is bottlenecked at HBM (High Bandwidth Memory). SK Hynix is the world's dominant HBM4 supplier — full-year capacity is sold out, customers are already pre-booking 2027 supply. Samsung HBM is equally constrained. Historic earnings: Samsung Q1 2026 operating profit: ₩57.2 trillion, +750% YoY — one quarter exceeding all of last year. SK Hynix net profit +400% YoY. JPMorgan forecasts storage sector 2026 EPS at roughly 5x the 2025 level.

Recent spotlights shine on these stocks: $SanDisk Corp.(SNDK)$ +16.6%, $Micron Technology(MU)$ +15.5%, $Intel(INTC)$ +14.0%, $Dell Technologies Inc.(DELL)$ +13.1%, $Advanced Micro Devices(AMD)$ +11.4%, $NVIDIA(NVDA)$ +1.7%, $Apple(AAPL)$ +2.0% — Wall Street has a new concept: the Magnificent 7 era is over. Welcome to DIAMANS, the AI hardware chain that just went vertical today.

Deposits +9% YoY to S$629.9B (two-thirds CASA), wealth fees at a record S$907M, AUM reaching S$492B. FY2026 profit guidance upgraded from "below 2025" to "good shot at 2025 levels." The cleanest beat of the three.

TSLA, the trade was easy

Bitcoin is back above the 200-week MA — historically the inflection point in every major bear market (2015, 2019, 2022). In 2019, the bottom-to-recovery rally was nearly 2x in two months.

institutional traders sold long-dated 250putsfor250putsfor3.74M, signaling long-term bullishness with a breakeven at 220.05.Oraclefell4.05220.05.Oraclefell4.05177.50 puts for $1.85M as a hedge or bearish bet, while others sold longer-dated puts to collect premium. Overall, near-term caution contrasted with medium-to-long-term neutral-to-bullish positioning.

The U.S. and Iran are reportedly close to signing a memorandum to end the war, with Trump saying the chances of a deal are “very high.” Brent crude fell -7.83% in a single day to $101, while WTI dropped -7.03% to $95. The inflation narrative is starting to loosen, the U.S. dollar index fell -0.43%, and risk assets benefited.

AI has moved from training to inference + agentic AI. That shift benefits more than just GPUs. $AMD$ Q1 Data Center: $5.8B (+48% YoY). Q2 guidance: $11.2B revenue (+46% YoY). Lisa Su was explicit: inference and agentic AI demand for high-performance CPUs and accelerators is "accelerating." EPYC keeps taking share. MI455X ramp starts in 2H.

International oil prices fell. On the New York Mercantile Exchange, the price of light sweet crude oil futures for June delivery fell $4.15 to settle at $102.27 per barrel, a drop of 3.9%; the price of Brent crude oil futures for July delivery on the London ICE Futures Exchange fell $4.57 to settle at $109.87 per barrel, a drop of 3.99%.

Customer deposits rose 9% YoY to S$629.9B, with more than two-thirds in CASA. CEO Tan Su Shan upgraded full-year deposit growth guidance to "high to higher single-digit." Low-cost CASA inflows are sticky — this is a structural, not cyclical, tailwind.

The Momentum factor is up +25% YTD, with hedge fund Momentum net exposure near 5-year highs. The divergence is extreme: semiconductors +30% since the Iran War (Feb 28), but equal-weight S&P -1%, Consumer Staples -5%, Health Care -9%.