There's roughly $10 trillion of market value on the guest list for Xi's state dinner, and the three biggest names at the table need opposite things from China. Jensen built a $17 billion a year chip business selling into China before export controls choked it off. He wins if Washington reopens the door. Tim still makes most of the world's iPhones in Chinese factories. He wins if nobody touches the door at all. Sam runs the lab whose entire pitch to Washington is that America has to outbuild…

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JUST IN: Trump invites Tim Cook, Sam Altman, Jensen Huang, & other tech leaders to the White House state dinner for China’s Xi Jinping.