Todd Walsh, CEO and Chief Technical Analyst at Alpha Cubed Investments, discusses the recent market surge fueled by semiconductor stocks and easing U.S.-China trade tensions. Meanwhile, Nick Burns, former U.S. Ambassador to China, warns that the trade conflict has morphed into a near-embargo, driven by high tariffs. He emphasizes the need for a deal within 90 days to prevent economic decoupling. The conversation sheds light on the importance of long-term investment strategies amidst market volatility and the impact of global trade negotiations.