He also talked about “agentic commerce” where AI shops for you before you even think about it
That’s where this is going
Not just recommendations
Not just ads
But execution
Just watched a Morgan Stanley analyst on CNBC and he said AMZ is “the most underappreciated generative AI winning business” in their coverage. Everybody talks about generative AI like it’s just chat or search.
Amazon knows what you actually buy generative AI + intent + action
@elonmusk Tesla reports today.
Everybody’s watching Robotaxi and Cybercab, not just earnings.
Also wild… Musk might hit $1T net worth soon and most of it isn’t even Tesla anymore.
Feels like the market is deciding if Tesla is a car company or a tech company right now.
Just saw a segment on CNBC about
Office space might not be dead after all
AI was supposed to kill white collar jobs and empty offices
But now companies are paying 300 a sq. foot for premium space in San Fran.
This is a long income play. I’m not chasing growth—I’m focused on building consistent monthly cash flow and dividend reinvestment. I’ll be journaling this trade to track both income and price movement. Feel free to follow along or jump in with your thoughts.
#DividendDiary#REITs
Matt’s pushing for a 90-day pause on tariffs to avoid massive shortages, free up cash stuck in China, and prevent a Christmas crisis. Stay tuned — this could impact more than just trees.
and his company’s potential tariff bill jumped from $1M to over $100M.
They’ve prepped by shifting supply chains and importing early, but it’s not enough. Artificial trees have never been made in the U.S., and efforts to manufacture them domestically failed due to cost (3,000)
Christmas Could Get Expensive This Year
Matt Harmon, CEO of Balsam Brands (a major artificial Christmas tree seller), says new U.S. tariffs on Chinese imports are threatening holiday inventory. The tariff on Christmas goods is now up to 145%–180%
@jemelehill “The price of the brick went up.”
Trump hit China with tariffs.
China struck back.
Then Trump said, “Hold up, wait.”
Markets tanked, then rallied.
The Dow is Marlo’s corner now — all leverage, all chaos.
Over the past two weeks, the Dow saw its biggest drop on April 4, 2025, falling 2,231 points (5.5%) after China announced retaliatory tariffs. Days later, on April 9, 2025, the Dow surged 2,962 points (7.87%) The market continues to swing sharply with every trade-related headline
Been personally trading my IRA for 2 years. Despite recent market swings, these stocks held strong. My April 9, 2025 standouts:
PLTR +198%
MO +20.8%
T +20.7%
TJX +14.3%
TYD +7.7%
PARA +5.6%
#Investing#StockMarket#IRA#PLTR#ValueStocks