Trump Has Just Landed in China with the Most Powerful CEOs

Trump just landed in China with the most powerful CEOs for President Xi: Get ready for SPY $800+ target (adjusted from $780). 🍎Tim Cook — $AAPL Apple manufactures about 90% of iPhones in China. Cook has committed to investing $600 billion of US capital to gain tariff exemptions. He is there to reinforce that. This is his final major diplomatic move before retiring on September 1. 🏦Jane Fraser — $C Citi is the bridge between US capital markets and Chinese state financing. Fraser is there to unlock cross-border loans, dollar payments, and investment flows that could fund the next wave of AI infrastructure development. ⚡Elon Musk — $TSLA Tesla’s giant factory in Shanghai is their most productive plant. Musk needs supply chain stability for electric vehicles and access to rare earths. China needs the American tech image. Mutual dependence, maximum leverage. 🌾Brian Sikes — $CARG (private) Cargill controls the global flow of grains and food products. A US-China agricultural deal must go through them. Soybeans, corn, wheat — China buys it all. Sikes is there to ensure American farmers win big. 🪙Larry Fink — $BLK BlackRock manages over $10 trillion in assets. Fink has been pushing expansion in China for years. A deal to open China’s capital markets to US asset managers = next-generation AUM growth for $BLK. ✈️Kelly Ortberg — $BA China was once Boeing’s largest customer before the trade war. Beijing imposed a 125% tariff on US aircraft in 2025. Ortberg is negotiating what could be the largest aircraft purchase deal in history. $BA survival or death depends on this deal. 💳Ryan McInerney — $V Visa still cannot operate fully in China’s domestic payments market — dominated by Alipay and WeChat Pay. McInerney is pushing for market access. A crack in that wall = billions of dollars in new volume. 🌐Chuck Robbins — $CSCO Cisco builds the physical backbone of the internet — routers, switches, data centers. AI infrastructure needs their hardware. Robbins is negotiating access to networking equipment in a market closing off to US technology. 🧬Jacob Thaysen — $ILMN Illumina produces genome sequencers. China is a huge biotech market but has weaponized genomics data. Thaysen is there to promote fair access while protecting US intellectual property — the overlap of AI and biotech is significant. 💡Jim Anderson — $COHR Coherent produces fiber optics and photonics powering AI data centers. Every large-scale GPU cluster runs on their components. A US-China data center deal goes straight through $COHR. 🔬Sanjay Mehrotra — $MU Micron’s DRAM and NAND chips are banned in critical Chinese infrastructure in 2023. Mehrotra is there to reverse that. Micron returning to the Chinese market = unlocking billions in revenue overnight. 📡Christiano Amon — $QCOM Qualcomm generates about 60% of its revenue from China. Their 5G chips power Chinese smartphones. Amon is defending licensing deals and pushing for access to next-gen edge AI chips as the largest 5G market upgrades. 💰Michael Miebach — $MA A similar move to Visa. Mastercard wants into China’s domestic payment infrastructure. 1.4 billion consumers transact digitally. Market access here is not incremental — it’s transformative. 🤖Dina Powell McCormick — $META Meta is blocked in China. Powell McCormick is a heavyweight diplomat, former NSC, Goldman Sachs, now head of global relations at Meta. She’s not selling Instagram. She’s negotiating terms under which US social AI platforms operate in a world where China controls the storytelling stack. 🏛️David Solomon — $GS Goldman is the architect of cross-border M&A, IPOs, and sovereignty deals. Solomon is the room where the money is structured. Any deal announced this week — Goldman is in the middle. ⚙️H Lawrence Culp — $GE GE Aerospace makes engines powering commercial aviation. China needs US jet engines to keep its airlines flying. Culp is there to negotiate long-term engine supply deals worth tens of billions. 🏗️Stephen Schwarzman — $BX Blackstone has over $1 trillion in AUM and deep ties to China — Schwarzman has actually funded scholarships at Tsinghua University. He’s the behind-the-scenes channel. When official negotiations stall, Schwarzman makes the call. ⚡Jensen Huang — $NVDA Huang joined the delegation at the last minute. NVDA chips are the oil of the AI economy. China is a $50 billion market opportunity he cannot ignore. Export rules for AI chips are being negotiated at this summit. He is the most important man in Beijing right now. All these CEOs represent the entire US economic stack: chips, capital, cloud, payments, aircraft, and AI. The supercycle of AI has just become geopolitics. 🌏