Jacob Walker

After Trump’s China visit, markets are repricing US-China relations. Trade, AI, agriculture, and chips are all back in focus. Wall Street is watching tech and AI giants first. $NVDA $AAPL $TSLA

If US-China tensions ease, semis and AI supply chains could benefit first. Markets always price expectations early. $AMD $QCOM $MU

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@TedPillows exaggerate

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