If you trade $NVDA, read this. 📍
$NVDA is still in a monster bull market. 📈
Monthly BX has been increasing for months
which is one of the strongest macro signals we track.
Historically when Monthly BX trends up:
67% of the time we enter a full bull cycle.
Since that signal fired in June,
$NVDA is already up 45%…
and the average bull expansion runs 12 months and rallies +148%.
Meaning?
We’re only about halfway through a typical NVDA macro run.
If earnings spark momentum, I’m expecting the next breakout leg to start this month.
Stay patient.
Let the trend do the heavy lifting.
If things reverse, we will remove our thesis
Today, Trump introduced a 25% tariff on ALL vehicles not made in the United States. This tariff will go into effect on April 2nd. About 40% of all new cars sold in the US are imported, so this tariff is a big deal.
This is a breakdown of where cars sold in the US are made:
• Tesla: 100% U.S.
• Ford: 77% U.S., 21% Canada & Mexico, 2% Other
• Stellantis: 57% U.S., 39% Canada & Mexico, 4% Other
• Nissan: 52% U.S., 31% Canada & Mexico, 17% Other
• GM: 52% U.S., 30% Canada & Mexico, 18% Other
• Toyota: 48% U.S., 27% Canada & Mexico, 25% Other
• Kia: 33% U.S., 8% Canada & Mexico, 59% Other
• Volkswagen: 21% U.S., 43% Canada & Mexico, 36% Other
If the 25% tariff remains in place for a long period, legacy automakers will struggle to adapt quickly, leading to a significant decline in profits. The United States is the most profitable country for the auto industry. Trump said this new tariff will be permanent, so it will be interesting to see how this plays out and whether the tariff sticks around or not.
(Visual graphic by @VisualCap)
In 1983, American children would receive 24 vaccines (including boosters) by age 18.
In 2025, American children will receive up to 80 vaccines.
We should empower parents to use religious exemptions like they were able to do until recently.
https://t.co/ZgnSRyBueI
This is a monumental teaching moment.
Ignore all the noise about Elon Musk, and look at what he and his team just did.
While the Democrats are burning down Tesla’s dealerships, SpaceX just saved these two astronauts who Joe Biden left stranded.
NASA gets $25 billion a year and couldn’t do this.
Without SpaceX, they likely would have died in space.
Thank you, Elon.
@M44_1RJ@l_baum18 I agree man, the corruption runs deep. Watched the Ian Carrol video about us sending 4 billion to Israel yesterday. Something really stinks with this Pam Bondi stuff...
@M44_1RJ@l_baum18 Love what he's doing, but it completely makes sense that the risk of him being taken out is weighing on the stock price. Its a big risk