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Ryan Wilbourn
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Ryan Wilbourn
@WolfRyan
Host - @Wolf_Financial @Wolf_TradingX @StocksOnSpaces #SpacesHost. Trader, Investor, and Stock Market Enthusiast.
Querétaro, MEX Katılım Aralık 2019
983 Takip Edilen33.1K Takipçiler
We have @DanielTNiles LIVE on Spaces right now.
If you aren't able to come, it is recorded to listen back later.
Stocks On Spaces@StocksOnSpaces
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Ryan Wilbourn retweetledi
JUST IN: 10 CHINESE FIRMS HAVE BEEN APPROVED TO BUY NVIDIA H200 CHIPS. NOT A SINGLE DELIVERY HAS BEEN MADE.
Beijing has been telling its companies to hold off.
The full picture, per Reuters:
The approved buyers (~10 total):
• Alibaba $BABA
• Tencent
• ByteDance (private)
• JD. com $JD
• 6 others not named in the report
The approved distributors:
• Lenovo
• Foxconn
• Each approved customer can purchase up to 75,000 chips under U.S. licensing terms
Why no deliveries have happened:
• Chinese firms pulled back after guidance from Beijing
• Beijing wants to keep AI investment focused on domestic chips like Huawei's
• DeepSeek and other Chinese AI labs are increasingly pivoting to homegrown chips
• Two recent State Council supply chain security regulations are tightening scrutiny of foreign tech dependencies
The deal mechanics:
• Trump negotiated 25% of revenue from chip sales going to the U.S.
• Chips must physically pass through U.S. territory before being shipped to China
• Buyers must demonstrate "sufficient security procedures" and no military use
• NVIDIA $NVDA must certify sufficient U.S. inventory
The bigger picture:
• Before U.S. export curbs, NVIDIA had ~95% of China's advanced chip market
• China was 13% of NVIDIA's revenue at peak
• Huang has estimated China's AI market alone is worth $50 billion this year
• NVIDIA's share of AI accelerators in China has effectively fallen to zero
• Huang is currently in Beijing with President Trump for a summit with Xi Jinping
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Did anyone else notice there wasn’t a single Iran headline today 🧐
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Elon, Jensen with the US Delegation greeting President Xi of China.
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@CepnikMaciej Pace yourself. They start early and finish late lol
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Tomorrow I’m flying to Puerto Vallarta for my first despedida de soltero (bachelor party), of a good Mexican friend.
It will be the first one in my life.
Any advice or suggestions?
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@StockMKTNewz @perplexity_ai I have one collecting dust in my drawer, let me know what you figure out
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Want to see something cool ... I just got my first Apple Mac Mini🍏
I'm about to become an AI Agent master. What is something I should automate?
Shoutout to @perplexity_ai for sending me this so I can get the best out of their new Personal Computer feature, im excited 👀
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@OptionsGrower @EinsteinoWallSt @stocktalkweekly @JC_ParetsX @PaperGainsInc @RedDogT3 You can either skip it or put N/A in that space if it doesn't let you skip
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@WolfRyan @EinsteinoWallSt @stocktalkweekly @JC_ParetsX @PaperGainsInc @RedDogT3 It's asking me for a company name and I am just attending as a retail trader.
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WE ARE HOSTING OUR FIRST IN-PERSON EVENT 🐺
The Wolf Pack will be in NYC on August 3rd for a full day of Trading and Investing Education + Meet and Greet.
Speakers Include:
@EinsteinoWallSt
@stocktalkweekly
@JC_ParetsX
@PaperGainsInc
@RedDogT3
And most of the Live Trading Crew you've seen on Spaces and Streams for years:
@KCTrades777
@AceTheKid
@MapleStax
@BullTradeFinder
@StockMKTNewz
@Simply_Sim1
Come meet the Wolf Pack and learn from the best in the space! Event details can be found in the link below.
👇👇
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@WolfRyan Is that the one where you buy dips or sell rips?
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Trump/Xi meeting expected to begin at 10:00am Local Time in Beijing 🇨🇳
Or around 10:00pm ET tonight.
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I love trading $MNQ !!
I started roughly 2 years ago and I'm glad I stuck with it.
And this is a few I have to give some credit ..
@MapleStax @WolfRyan
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Ryan Wilbourn retweetledi
Ryan Wilbourn retweetledi
THE S&P 500 JUST HIT A NEW ALL-TIME HIGH WHILE TWO-THIRDS OF STOCKS CLOSED LOWER 🇺🇸
The chip trade carried the entire market.
Here's how the day shook out:
- S&P 500: +0.58% (new ATH)
- Nasdaq: +1.2%
- Dow: -0.14% (-67 points)
- ~2/3 of S&P 500 stocks closed in the red, per FactSet
Tech and chips did all the work:
- NVIDIA $NVDA: +2%
- Micron $MU: +4%
- VanEck Semiconductor ETF $SMH: +2%
The rest of the market got hit:
- Banking, retail, and economic-cycle names sold off
- Home Depot $HD and JPMorgan $JPM were among the laggards
PPI came in much hotter than expected:
- April PPI: +1.4% MoM (vs +0.5% expected)
- Largest monthly jump since March 2022
- April PPI: +6% YoY (vs +4.9% expected)
- Largest annual increase since December 2022
Investors are treating chips as a hedge against the macro. Baird's Ross Mayfield to CNBC: "The chip trade has certainly kind of taken on a life of its own... investors have felt safe hiding out in those stocks because the AI boom is coming regardless."
Jensen Huang joined President Trump on Air Force One to meet with Xi Jinping today, which markets interpreted as positive for NVIDIA's China chip access.
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