Possible scenario
Backlash Tightens Controls
20% Chance
Huang's call for cooperation triggers criticism from lawmakers and national-security officials who argue that safety dialogue could normalize Chinese access to advanced compute. The administration does not necessarily reverse course, but renewed scrutiny raises the probability of tougher licensing.
Secondary impacts
- Technology -1.1%
Tickers
- NVDA-3.6%
- AMD-2.3%
Portfolio impact
S&P 500-0.7%
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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