Jensen Huang Air Force One NVDA Record High | US Stock Express - iHandbook
Jensen Huang Air Force One NVDA Record High | US Stock Express

Jensen Huang Air Force One NVDA Record High | US Stock Express

Author: Daniel Yue
Date: 14.05.2026

Jensen Huang Boards Air Force One: What It Means for NVDA

The most significant market signal of the week was not a number. It was a boarding gate in Alaska. At the last moment, Donald Trump personally asked Jensen Huang to join Air Force One in Anchorage and fly with Elon Musk and Tim Cook to Beijing. Of the 17 CEOs who travelled to China, only three were offered space on the presidential aircraft. NVDA is now the largest company in the world, and this invitation confirmed it.

The optics carry real weight. China has long been uncomfortable with Huang’s pro-Taiwan background, his close ties to TSMC, and his family connection to AMD CEO Lisa Su. Yet Beijing allowed the visit. The market read this correctly: NVDA and AAPL both hit record highs on Tuesday while all three major indexes fell. When the top two stocks in the world diverge upward from a declining index, the message is clear.

NVDA: The April Correction Was the Setup

NVDA underwent a price adjustment in late April, which reset the technical structure. According to Daniel Yue, this correction gives the current rally more potential than the broader NASDAQ move. A stock that corrects before the index recovers builds a stronger base for continuation. The 250-SMA on NVDA has turned upward, supporting the bullish case.

NASDAQ closed at 26,175 (+0.34%), benefiting from the AI cluster: NVDA, TSLA, and AAPL. Paul Tudor Jones, who called the 1987 Black Monday crash, told CNBC this week that the current rally is not over and could extend another one to two years. He has been adding to AI-related positions, though he did not name specific stocks.

Berkshire’s Last Bet: DPZ

Warren Buffett’s final stock purchase before retirement was Domino’s Pizza (DPZ). Berkshire Hathaway now holds approximately 3.35 million shares, representing 9.9% of the company. DPZ is down significantly from its highs, trading near $311. For investors who prefer copy trading, Buffett’s final conviction trade is a clear reference point. The stock that the greatest long-term investor chose as his last position deserves attention.

TSMC, Taiwan, and the Chip Ceiling

Trump’s goal of moving 50% of TSMC production to the US faces a structural limit. Taiwanese law prohibits exporting its highest-grade manufacturing outside the country. The Arizona plant can produce 5nm chips. Everything from 2nm to 1nm stays in Taiwan to protect intellectual property. This means the most advanced chips, the ones powering the next generation of AI applications, remain geographically concentrated regardless of political pressure.

This is a supply constraint that reinforces NVDA’s position. Huang controls the demand side of the most advanced chips. Taiwan controls the supply side. Both sides just flew to Beijing together.

What Investors Should Do Now

  • NVDA — April correction + Air Force One confirmation: technically and geopolitically positioned for continuation. See NVDA analysis
  • AAPL — Record high while indexes fell: relative strength signal worth monitoring. See AAPL
  • DPZ — Buffett’s last purchase at current levels: long-term value case with institutional backing
  • Fear & Greed Index — 66 (Greed), down from 68 last week: market is optimistic but not euphoric, still room to run
  • 250-SMA — NVDA and AAPL both above their 250-SMA: trend confirmation for both positions

Key Takeaway: When the world’s largest company boards the president’s plane at the last minute, the market notices. NVDA and AAPL hit record highs for a reason.

Related reading: NVDA vs Huawei · AI and Semiconductors · Record High Strategy · TSM Analysis

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