Possible scenario
China Chip Bargain
25% Chance
The lunch leads to renewed debate over Nvidia sales to China, following Trump's earlier decision to allow H200 shipments. The most likely outcome is a managed licensing framework rather than a fully open or fully closed export regime.
Secondary impacts
- Technology +0.3%
Tickers
- NVDA+1.0%
- AMD+0.3%
- AVGO-0.2%
Portfolio impact
S&P 500+0.2%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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