BESSENT:
- MEETING WITH THE CHINESE WENT VERY WELL- WE FORMALIZED "USA-CHINA AI DIALOGUES" AND WILL MEET AGAIN IN 2 MONTHS - OPENING AN INCIDENTS LINE WITH CHINA IN CASE ANYTHING HAPPENS WITH AI SAFETY- NOW DISCUSSING PROTOCOLS AROUND CYBER, AI AGENTS, AND MORE WITH CHINA If the China talks with Xi and Trump go well this week, could calm down the market around any concerns with AI safety derailing the broader semiconductor trade.$Micron Tech(MU.US) $NVIDIA(NVDA.US) $AMD(AMD.US) $Broadcom(AVGO.US) $Nebius(NBIS.US) $Coreweave(CRWV.US) $IREN(IREN.US) $Sandisk(SNDK.US)Source: amit
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