[Xi's China reopening signal](https://www.cnbc.com/2026/05/14/trump-xi-summit-tech-flashpoints.html) is legitimately bullish for semiconductor demand—enterprise AI infrastructure orders, data center builds, the whole stack benefits. But here's the problem: the market just priced in a year's worth of potential upside in two weeks. NVDA posted $57.0B in quarterly revenue and carries a 52.2% net margin with 63.7% ROIC. That's exceptional.

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