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The country is 100% behind the president on fixing a global system of tariffs that has disadvantaged the country. But, business is a confidence game and confidence depends on trust.
President @realDonaldTrump has elevated the tariff issue to the most important geopolitical issue in the world, and he has gotten everyone’s attention. So far, so good.
And yes, other nations have taken advantage of the U.S. by protecting their home industries at the expense of millions of our jobs and economic growth in our country.
But, by placing massive and disproportionate tariffs on our friends and our enemies alike and thereby launching a global economic war against the whole world at once, we are in the process of destroying confidence in our country as a trading partner, as a place to do business, and as a market to invest capital.
The president has an opportunity to call a 90-day time out, negotiate and resolve unfair asymmetric tariff deals, and induce trillions of dollars of new investment in our country.
If, on the other hand, on April 9th we launch economic nuclear war on every country in the world, business investment will grind to a halt, consumers will close their wallets and pocket books, and we will severely damage our reputation with the rest of the world that will take years and potentially decades to rehabilitate.
What CEO and what board of directors will be comfortable making large,
long-term, economic commitments in our country in the middle of an economic nuclear war?
I don’t know of one who will do so.
When markets crash, new investment stops, consumers stop spending money, and businesses have no choice but to curtail investment and fire workers.
And it is not just the big companies that will suffer. Small and medium size businesses and entrepreneurs will experience much greater pain. Almost no business can pass through an overnight massive increase in costs to their customers. And that’s true even if they have no debt, and, unfortunately, there is a massive amount of leverage in the system.
Business is a confidence game. The president is losing the confidence of business leaders around the globe. The consequences for our country and the millions of our citizens who have supported the president — in particular low-income consumers who are already under a huge amount of economic stress — are going to be severely negative. This is not what we voted for.
The President has an opportunity on Monday to call a time out and have the time to execute on fixing an unfair tariff system.
Alternatively, we are heading for a self-induced, economic nuclear winter, and we should start hunkering down.
May cooler heads prevail.
$IONQ: This chart is pure perfection.
Notice how the ATH line aligns seamlessly with the wave 3 target.
Patience is key, no need to jump in now. Wait for wave 4 to unfold. 📈🕰️
Removing the Fog Behind the Semiconductor Winners Powering the AI Revolution 🧐
AI is a once in a lifetime type of technological revolution. The seismic shift this transformation has across every aspect of our lives is exciting but can become overwhelming when considering who the real winners will be for each stage of this AI revolution. The invisible web behind this theme are semiconductors -- these are the companies that are the architects of a new digital era, building the infrastructure that powers intelligence across the globe that flies under the radar.
The undisputed leader of AI infrastructure has clearly been $NVDA. Especially when their GPUs like the H100 trigger a multi-billion dollar race between $META, $GOOGL, $MSFT, $AMZN to get their hands on as many H100s as possible because they realize these chips are the engines of AI innovation. The innovation window for these chips are rapidly decreasing, with the next latest and greatest in their Blackwell chip poised to take this dominance even further. Its role is foundational, irreplaceable, and transformative.
Yet, NVIDIA’s breakthroughs depend on a critical partner: $TSM. As the undisputed leader in semiconductor manufacturing, TSMC operates at the very core of technological innovation. Its advanced process nodes -- 5nm and 3nm among them -- aren’t just benchmarks; they’re transformative technologies that underpin the most powerful GPUs and CPUs driving modern AI systems. The exponential growth of AI has created a seemingly insatiable demand for high-performance chips, and TSMC stands alone in its ability to scale production while maintaining technological supremacy. Without TSMC’s precision and capacity, the AI value chain would falter, cementing its role as an irreplaceable cornerstone in the architecture of intelligence.
Without $ASML, there would be no bleeding-edge chips. Its EUV lithography machines are the crown jewels of advanced semiconductor manufacturing, enabling the production of the intricate components that drive AI innovation. Complementing ASML’s efforts are $AMAT, $LRCX, and $KLAC, whose wafer fabrication, deposition, and inspection tools ensure the precision and reliability required to produce semiconductors at scale. Together, they form the backbone of chipmaking, transforming raw materials into the lifeblood of AI data centers.
AI doesn’t exist in isolation -- it requires seamless communication between components, and $AVGO ensures this connectivity. As the unsung hero of networking, Broadcom’s solutions enable high-speed data transmission, creating the bridges that connect powerful chips to the systems they support. Meanwhile, $QCOM is pushing intelligence to the edge, developing AI accelerators tailored for mobile and edge applications, extending the reach of AI beyond centralized data centers.
$AMD is carving out its place in this high-stakes competition. While still trailing NVIDIA, AMD is making waves with its MI300 chips, designed for price-to-performance efficiency. As NVIDIA races ahead with Blackwell, AMD positions itself as a cost-effective alternative for companies seeking balance between budget and capability -- the competition is fierce, and AMD’s drive to close the gap adds an edge of unpredictability to the AI chip race.
Lastly, there’s $ARM, quietly revolutionizing the AI edge. ARM’s low-power architectures form the foundation for devices ranging from edge servers to smartphones, bridging the divide between centralized AI data centers and decentralized processing. As edge computing grows in importance, ARM’s influence is poised to become even more profound -- shaping how intelligence flows across distributed systems.
These companies collectively form the heart of the AI data center value chain. From NVIDIA’s pioneering GPUs to ASML’s indispensable lithography machines and ARM’s low-power breakthroughs, each player is a critical cog in the machinery driving the AI revolution. As AI continues to accelerate, reshaping industries and redefining possibilities, the ecosystem of innovators behind it acts as the invisible hands guiding our modern digital economy. These companies aren't just advancing technology -- they're quietly orchestrating the infrastructure that powers global progress, embedding intelligence into the fabric of everyday life.
What we’re witnessing is more than the expansion of AI -- it’s a fundamental shift in how intelligence is created, deployed, and seamlessly integrated into the systems that drive our world. From streamlining industries to enhancing daily conveniences, their influence is everywhere yet often unseen. The stakes are monumental, the competition relentless, and the opportunities boundless. Together, these forces are crafting a blueprint for a future shaped by precision -- innovation, and an interconnected economy powered by intelligence.
$ASML has quickly grown out to be my biggest position after opening it recently with the drop after its quarterly earnings.
ASML is one of the most important companies for all of us even though you might not realise it all the time.
In this big thread i'll explain why:
You've been lied to.
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