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5 Companies Are Betting on Trump’s China Pivot. Here’s Who’s Best Positioned.
Key takeaways
- Alibaba (BABA), NIO (NIO), and Qualcomm (QCOM) are also poised to benefit.
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and Alibaba wasn t one of them.
- President Trump s posture toward China has whipsawed markets for over a year, with prediction markets confirming tariffs escalated from 10% to 40% to 100% between February and June of last year.
Here’s Who’s Best Positioned. Trey Thoelcke Thu, May 14, 2026 at 7:10 PM GMT+7 4 min read BABA NVDA NIO QCOM TSLA Quick Read Any thaw in the U.S.-China relationship would flow straight into the income statements of U.S. companies such as Nvidia (NVDA) and Tesla (TSLA).
Alibaba (BABA), NIO (NIO), and Qualcomm (QCOM) are also poised to benefit.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Alibaba wasn t one of them. Get them here FREE.
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