closed NFLX calls

NFLX from one client

US TREASURY SECRETARY BESSENT SEES DE-ESCALATION WITH CHINA, SITUATION UNSUSTAINABLE: SOURCES

Bessent added that negotiations haven't started but that a deal is possible, according to people who attended his session at an event hosted by JPMorgan, which wasn't open to the public or media.

CHINA SIGNALS OPENNESS TO U.S. TRADE TALKS, WARNS AGAINST THREATS

CHINA EXPRESSED WILLINGNESS TO RESUME TRADE TALKS WITH THE U.S., A DAY AFTER PRESIDENT TRUMP SUGGESTED CUTTING TARIFFS ON CHINESE GOODS. HOWEVER, BEIJING WARNED IT WON’T NEGOTIATE UNDER CONTINUED THREATS.

“WE DON’T WANT A TRADE WAR, BUT WE’RE NOT AFRAID OF ONE,” SAID FOREIGN MINISTRY SPOKESPERSON GUO JIAKUN. “IF WE TALK, THE DOOR IS OPEN.”

BOTH SIDES APPEAR TO BE SOFTENING THEIR STANCE. TRUMP SAID HE’S NOT PLAYING “HARDBALL” AND EXPECTS A DEAL. TREASURY SECRETARY SCOTT BESSENT ALSO PREDICTED A DE-ESCALATION OF TENSIONS.

THIS SHIFT FOLLOWS WEEKS OF RISING TARIFFS AND SHARP RHETORIC THAT RATTLED GLOBAL MARKETS. THE CHANGE IN TONE HAS HELPED FUEL A STOCK MARKET REBOUND, WITH HONG KONG'S HANG SENG INDEX RISING 2.4% ON WEDNESDAY.

DESPITE THE OPTIMISM, A QUICK RESOLUTION SEEMS UNLIKELY. BEIJING HAS BEEN PREPARING ITS PEOPLE FOR A LONG-TERM STRUGGLE, AND TRUST BETWEEN THE TWO GOVERNMENTS REMAINS LOW.

CHINA INSISTS THE U.S. MUST STOP THREATS AND SHOW MUTUAL RESPECT FOR MEANINGFUL TALKS. MEANWHILE, PRESIDENT XI IS WORKING TO STRENGTHEN TIES WITH OTHER COUNTRIES IN THE REGION.

AT A MEETING WITH AZERBAIJAN’S PRESIDENT, XI CRITICIZED TARIFFS AS HARMFUL TO GLOBAL TRADE. CHINA ALSO PUSHED BACK AGAINST U.S. MOVES IN LATIN AMERICA, ACCUSING WASHINGTON OF TRYING TO CONTROL THE PANAMA CANAL.

*US CONSIDERS CUTTING CHINA TARIFFS TO DE-ESCALATE TRADE WAR:WSJ

*CHINA TARIFFS LIKELY COMING DOWN TO BETWEEN 50% AND 65%: WSJ

*US EYES 100% CHINA LEVY FOR ITEMS STRATETIC TO US INTEREST: WSJ

*US EYES 35% FOR ITEMS NOT DEEMED NATIONAL SECURITY THREAT: WSJ

BESSENT: NO UNILATERAL OFFER FROM TRUMP TO CUT CHINA TARIFFS

BESSENT: FULL CHINA TRADE DEAL MAY TAKE 2-TO-3 YEARS

BESSENT: DOES NOT HAVE TIME FRAME FOR START OF CHINA TALKS, WILL HAVE TO TAKE PLACE AT LOWER LEVELS THAN TRUMP AND XI

*TEXAS INSTRUMENTS CLIMBS 8% AS 2Q SALES VIEW TOPS ESTIMATE

*TEXAS INSTRUMENTS 1Q REV. $4.07B, EST. $3.91B
*TEXAS INSTRUMENTS 1Q EPS $1.28, EST. $1.07

*TEXAS INSTRUMENTS SEES 2Q REV. $4.17B TO $4.53B, EST. $4.12B
*TEXAS INSTRUMENTS SEES 2Q EPS $1.21 TO $1.47, EST. $1.21

/MNQ $150 points

🇨🇳🇺🇸CHINA'S FOREIGN MINISTRY: CHINA AND US HAVE NOT HELD CONSULTATIONS AND NEGOTIATIONS ON TARIFFS.
CHINA COMMERCE MINISTRY: IF US REALLY WANTS TO RESOLVE THE ISSUE, IT SHOULD LIFT ALL UNILATERAL TARIFF MEASURES AGAINST CHINA.
#CHINA #TRUMP #TARIFFS

CHINA COMMERCE MINISTRY: THERE HAVEN'T BEEN TRADE NEGOTIATIONS BETWEEN CHINA AND US

CHINA COMMERCE MINISTRY: THERE HAVE NOT BEEN ECONOMIC AND TRADE NEGOTIATIONS BETWEEN CHINA AND US

CHINA COMMERCE MINISTRY: ANY CONTENT ABOUT CHINA-US ECONOMIC AND TRADE NEGOTIATIONS IS 'GROUNDLESS AND HAS NO FACTUAL BASIS'

#URI $635. Buying 50% here and 50% around $580 target $720 and $790 stop loss below $565

#MU $77.90. Buying 50% here and rest around $70 target $93 and $107 stop loss below $67

#VST 127 Buying 50% here and 50% around $117 target $144 and $160 stop loss below $113

#ADBE $365. Buying 50% here and 50% at $335 target $404 and $444 stop loss below $325

*TRUMP: WON’T DROP CHINA TARIFFS UNLESS THEY GIVE US SOMETHING

TRUMP SAYS ANOTHER TARIFF PAUSE IS UNLIKELY

TRUMP: MARKETS ARE ADJUSTING TO TARIFFS
- PEOPLE ARE STARTING TO UNDERSTAND HOW GOOD TARIFFS ARE

TRUMP: THE IRAN SITUATION IS COMING OUT VERY WELL
- IRAN DEAL IS SIMPLE, THEY CAN'T HAVE A NUCLEAR WEAPON
- I'M CLOSE TO INDIA, I'M CLOSE TO PAKISTAN

#NVDA both levels executed average is $105, now trading at $111 booking 50% here and rest holding with stop loss below $100

#IBIT high 54.50.

#NFLX now @ $22

https://t.me/spyopt


hello friends please share the link to your friends and groups.

Thank you

HUAWEI APPROACHED SOME CHINESE TECH COMPANIES ABOUT TESTING THE TECHNICAL FEASIBILITY OF THE NEW CHIP, CALLED ASCEND 910D- WSJ

$NVDA - CHINA’S HUAWEI DEVELOPS NEW AI CHIP, SEEKING TO MATCH NVIDIA - WSJ - *WALTER BLOOMBERG

Mon/28:
*US Treasury Quarterly Refunding Announcement
*Saylor expected to announce BTC purchase
*Amazon to launch the first 27 satellites for its Project Kuiper fast internet network, a competitor to Elon Musk’s Starlink

Tue/29:
*U.S. JOLTS Job Openings & CB Consumer Confidence
*Meta’s LlamaCon (AI developer conference): Llama 4, New AI Models
*Earnings: Spotify, PayPal, Visa

Wed/30: 100th day of Donald Trump’s presidency: ‘Worst 100 Days Since WW II’
*US Treasury Quarterly Refunding Announcement
*U.S. Q1 GDP: We estimate real GDP decelerated sharply in the first quarter to 0.4%, from 2.4% in the final quarter of 2024: Anna Wong, BBG
*U.S. PCE
*Earnings: Microsoft, Meta, Robinhood
*Crypto: Token2049 Conference. Speakers: Eric Trump, Emad Mostaque, Robert Mitchnick (BlackRock), Mathew Mcdermott (Goldman Sachs), Tarun Chitra (Gauntlet), Zach Witkoff (World Liberty Financial), etc
*Worldcoin's “At Last” event: Sam Altman will join the Event: A big announcement expected

Thu/01: May Day
*BoJ Interest Rate Decision: expected to keep rate unchanged
*U.S. Manufacturing PMI
*Earnings: Apple, Amazon, Reddit, MicroStrategy
*Token Unlock: SUI $270M (2.3%)

Fri/02:
*U.S. Nonfarm Payrolls: employment report is forecast to show a 130k increase in payrolls — about 100k less than the larger-than-expected March gain
*De Minimis tariff exemptions, which currently allow packages worth $800 or less from China and Hong Kong to enter the US duty-free will end & now will face new tariffs and fees; Shein raised US Prices as Much as 377% Ahead of Tariff Increases
*Token Unlock: OMNI $40M (83.3%)

Sat/03:
*U.S. 25% tariffs on imported vehicles as well as 25% tariffs on imported auto parts scheduled to take effect; Trump administration is considering reducing certain tariffs targeting the auto industry
*Berkshire Hathaway Annual Meeting

TBA/Whole Week:
*TradeFi: Trump-Tariffs, Earnings Season: Capital Expenditures, buybacks, blackout period
*Crypto: Token Unlocks, Ethereum's Pectra Upgrade
*World: AI events, US-Ukraine Mineral Deal & Peace Talks, India-Pak Conflict, Middle East Conflict,
*Rumours: DeepSeek R2 model, US might announce trade deal with India

WH PRESS SEC. LEAVITT: YOU'LL BE HEARING MORE ABOUT TRADE DEALS THIS WEEK

LEAVITT: ENTIRE TEAM WORKING 24/7 TO GET TRADE DEALS DONE