*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


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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

$NVDA - NVIDIA SHARES DOWN 1.2%; REPORT SAYS HUAWEI DEVELOPS NEW AI CHIP

#GS $551, buying 50% here and 50% at $517 target $614 and $666 stop loss below $505

#ANET $80, Buying 50% here and 50% downside at $71 target $108 and $134 stop loss below $66

WMT now $95.35. Booked 50% here and remaining holding with $88 as stop loss