The Matt Allen Show breaks down three stories that could reshape the stock market, tech investing, and geopolitics. Nvidia’s $100 billion partnership with OpenAI is about securing 10 gigawatts of compute, building the largest AI infrastructure in history, and potentially generating $200 billion in revenue. Trump’s new $100,000 H1B visa fee shocks Silicon Valley, sparking debate between tech leaders like Elon Musk and David Sacks and Trump’s own base, with startups likely to take the hardest hit. Finally, Trump and Xi move closer to a TikTok deal that could determine the future of one of the world’s most valuable social media platforms while testing US and China relations and investor confidence at the same time.