Stephen Smith

After Trump’s China visit, the real shift may be how global capital prices US-China competition. Markets once priced in decoupling — now they may be pricing in coexistence through competition. AI, semis, and supply chains could be repriced again. $NVDA $TSM $AAPL

今天特朗普访华的话题，市场最敏感的并不是外交本身，而是中美关系是否会影响未来的贸易、AI与芯片格局。 华尔街已经开始重新评估风险资产。 $NVDA $TSLA $BABA

Trump’s China visit could shift focus from politics to trade, chips, and supply chains. If tensions ease, tech, manufacturing, and consumer giants may benefit first. $AAPL $NVDA $TSLA

$NVDA just hit new all-time highs and crossed a $5.5T market cap for the first time ever. Nvidia is now worth more than the GDP of every country in the world except the U.S. and China.

Nvidia $NVDA stock just hit a new ALL TIME HIGHS and just climbed over a $5.5 Trillion market cap for the FIRST TIME EVER

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