WS #7165

The dominant narrative remains the escalating US-China summit with a major MAG7 carve-out: Nvidia CEO Jensen Huang is confirmed to be joining Trump's China trip after a personal call from Trump, corroborated by Nikkei Asia, CNBC, and Reddit WSB. This is a high-significance positive for NVDA as it puts AI chip export policy and H20 ban on the negotiating table. Separately, US and China trade chiefs are meeting in South Korea for last-minute talks ahead of the summit, indicating active deal-making. The overall narrative is ESCALATING in terms of summit preparation, with the NVDA catalyst adding a bullish tech angle. The Strait of Hormuz crisis and India diesel crunch remain in the background but no new developments in this window. The previous high-significance NVDA catalyst is carried forward and strengthened by new confirmation.