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According to TruthSocial, a potential US–China semiconductor deal is being discussed around a high-level tech summit involving major industry figures, with Nvidia CEO Jensen Huang’s late inclusion seen as a signal that advanced chip sales (especially H200 chips) could be on the agenda. The Trump administration has already outlined a conditional framework for allowing some China-bound chip exports, and broader comments suggest market access is part of negotiations. However, political resistance from China hawks, pending legislation to review chip exports, and analyst skepticism make a full breakthrough unlikely. The most probable outcome is limited, conditional progress rather than a broad deal. Source: TruthSocial
This is the fund built by Jim Simons, a mathematician who beat Wall Street for 40 years using pure math and zero emotion. Their Medallion Fund averaged 66% annual returns before fees for over 20 years. The best track record in the history of investing. Here's what they were holding at December 31, 2025, and what those positions are worth today. MU – held $859M worth at ~$186/share. Now ~$768. Up 312%. BE – held $22.6M worth at ~$87/share. Now ~$287. Up 230%. AMD – held $267M worth at ~$211/share. Now ~$455. Up 116%. Source: The Assembly

