Li Worawiwat

Chiang Mai born & raised, living in Bangkok. Senior Associate @375ParkAssoc. Opinions are personal, RTs are not endorsements

[Li Worawiwat @LiNeedsCoffee]

???

[*Walter Bloomberg @DeItaone]

*WHITE HOUSE: LIKELY NO RELEASE OF INFLATION DATA NEXT MONTH

[Shanaka Anslem Perera ⚡ @shanaka86]

Everyone’s missing the point. This isn’t about a one-day 3.7% pop or whether Apple cuts a $200B check to Nvidia.

The ruling cements Apple’s monopoly on distribution. It keeps the ~$20B Google Search deal alive, while giving Apple the option to auction its platform to whichever AI wins .. Google Gemini, OpenAI, Anthropic, whoever.

That means Apple doesn’t need to build frontier models. It just taxes them. In the AI arms race, Apple has quietly positioned itself as the tollbooth on the most valuable real estate in history: 2B+ devices.

This isn’t Apple vs AI. This is Apple becoming the App Store for AI.

[*Walter Bloomberg @DeItaone]

QATAR HAS CLOSED ITS AIRSPACE "UNTIL FURTHER NOTICE"

[unusual_whales @unusual_whales]

BREAKING: Iran has threatened to unleash attacks by sleeper cells inside U.S. if it was attacked, per NBC

[Li Worawiwat @LiNeedsCoffee]

Shocker, they are doubling down…

[unusual_whales @unusual_whales]

BREAKING: Iran says it is now rebuilding the nuclear sites and will proceed with activity, per Reuters

[WTNH News 8 @WTNH]

Officials are asking to avoid having contact with water that looks like spilled paint, has surface scums, mats, films, is discolored and has streaks and has green “globs” floating at the surface.

https://t.co/nB09DPja8S

[Li Worawiwat @LiNeedsCoffee]

@unusual_whales ขอบคุณพระเจ้า สำหรับทุกสิ่ง

[Li Worawiwat @LiNeedsCoffee]

@iLLyPuDDy @unusual_whales

[Henrik Zeberg @HenrikZeberg]

Yes - and it will trigger the worst recession since 1930s

[michaelturton @michaelturton]

Here is my 2020 piece on how it's always the same KMT, because it always is.
https://t.co/x5IWYwda0i

[Li Worawiwat @LiNeedsCoffee]

ตลาดบอนด์ตอนนี้โคตรแย่เลย

[Daniel Lacalle @dlacalle_IA]

Yuan plummets, bond yields rise, vix rises.

Trouble

via Bloomberg

[Daniel Lacalle @dlacalle_IA]

Yuan plummets, bond yields rise, vix rises.

Trouble

via Bloomberg

[Li Worawiwat @LiNeedsCoffee]

โอ๊ย สงครามการค้านี่โคตรแย่สำหรับไทยเลย

[375ParkAssociates @375ParkAssoc]

🔔 Globalization is breaking down. Supply chains are being tested—and many are failing.

For years, the China+1 strategy promised safety by spreading production across Southeast Asia.

Today, that playbook is dead.

With new tariffs reshaping the trade landscape, businesses that don't move fast to control their supply chains face rising costs, higher volatility, and shrinking margins.

In this week's Insight @ 375 Park, we cover:

🔹 Why China+1 is dead—and what comes next
🔹 How nearshoring is now mission-critical
🔹 Why early movers will dominate the next decade of M&A and supply chain strategy
🔹 The hidden debt trap no one is talking about—but everyone should be planning for

Tariffs alone won’t rebuild American industry.
Without coordinated action on tax reform, monetary policy, and regulatory streamlining, businesses are being left to manage this realignment alone.

If you’re acquiring, selling, or operating a business in 2025, the old playbook no longer applies.

✅ Audit your supply chain risk.
✅ Move production closer to home.
✅ Rethink deals built on outdated assumptions.
✅ Focus on fundamentals—not daily market noise.

Early movers will lock in advantages that last a generation.

Those who wait will be left reacting to someone else’s strategy.

🎥 Watch the full Insight @ 375 Park here: https://t.co/zn5SArvkLl

#MergersAndAcquisitions #SupplyChain #TradePolicy #Nearshoring #PrivateEquity #Manufacturing #Resilience #375ParkAssociates

[The Kobeissi Letter @KobeissiLetter]

The free fall continues:

Today's drop in US stock market futures puts S&P 500 futures down -22% and in bear market territory.

The US stock market has now erased an average of $400 billion PER TRADING DAY for 32-straight days.

Is it time to BUY stocks yet?

(a thread)

[Kintsugi Investing @kintsugiinvest]

Howard Marks just went on Bloomberg.

Not to sell fear.
Not to time markets.

But to explain how Liberation Day redefines how we should think about investing.

Here are my 2-min insights from the full interview:🧵

[May Ho @maysmind888]

Well, this has escalated quickly.

We’ve gone from #FAFO to Mark-to-Market 2.0 — a terrifying place to be when you realize the entire market is mispriced.

[375ParkAssociates @375ParkAssoc]

🧠 Monday Game Plan: Q2 Starts Now—Here’s How to Win the Week

The best buyers in 2025 aren’t just sourcing deals—they’re building momentum.

✅ Review deal pipeline: What’s real vs. noise?
✅ Reassess financing: Have your SBA assumptions changed?
✅ Tap your off-market network: Brokers ≠ your only channel
✅ Block time for seller outreach: Relationships close deals
✅ Audit your ops: Can you integrate 2X faster than last year?

📈 This is the quarter to separate from the pack.

What’s one thing you’re changing in Q2?

#MondayMotivation #DealFlow #BusinessBuying #AcquisitionEntrepreneurship #SBA #LMM #MainStreetM&A #PrivateEquity #SearchFunds

[Li Worawiwat @LiNeedsCoffee]

The world is dangerously short on manufacturing capacity.

This isn’t just an economic problem — it’s a global security risk.

Must-watch breakdown: https://t.co/yuSHWJxQrg

#SupplyChain #Manufacturing #Geopolitics #Reshoring

[kovitw @kovitw1]

โอ้โฮ !!!!!

[FM91 Trafficpro @fm91trafficpro]

จากเหตุการณ์แผ่นดินไหว เมื่อวันที่ 28 มีนาคม 2568 และได้ไปแจ้งเจ้าหน้าที่อาคารตรวจสอบ และเจ้าหน้าที่ของอาคารจึงได้กดสัญญาณแจ้งอพยพ ไม่มีเหตุอาคารสั่นสะเทือน และรอยร้าวเพิ่มเติม อย่างที่เจ้าหน้าที่อาคารคนดังกล่าวแจ้ง ประชาสัมพันธ์เพื่อทราบ ศูนย์วิทยุพระราม 199 สำนักป้องกันและบรรเทาสาธารณภัย รับแจ้งจากหัวหน้าสถานีดับเพลิงพระโขนง เข้าตรวจสอบแล้ว เป็นการเข้าใจผิด ของเจ้าหน้าที่ ที่ปฏิบัติงานภายในศูนย์ราชการแจ้งวัฒนะ อาคาร เอ เนื่องจากพบรอยร้าวจากของเดิม