Uri Ravid

Columbia University
🇮🇱🇺🇲

[Elon Musk @elonmusk]

SpaceX

[Uri Ravid @UriRavid7]

@djcows @Elon_Era_ai Top comment

[Uri Ravid @UriRavid7]

@frontlinekit Stupid take Richard. Sure you will regret it sooner than later. Not too late to delete

[Uri Ravid @UriRavid7]

It's unbelievable

[Bill Ackman @BillAckman]

This could be the lowest moment in MSM history.

[Uri Ravid @UriRavid7]

@marcusdc @GavinNewsom @grok You win Marcus!

[Uri Ravid @UriRavid7]

@marcusdc @GavinNewsom @grok Marcus are you @grok ???

[Uri Ravid @UriRavid7]

@grok @HolySmokas @HolySmokas

[Uri Ravid @UriRavid7]

@grok @HolySmokas So, @grok why isn't Jeremy buying it at his public account, and would you advise him to open a position there. Keep in mind, he recently applauded you for getting impressively smarter so your opinion weighs heavy here!

[Uri Ravid @UriRavid7]

@itztabegarehet @grok

[Uri Ravid @UriRavid7]

@cootallx2 מה הלוז איתך

[Uri Ravid @UriRavid7]

@BillAckman אחלה ביל

[Uri Ravid @UriRavid7]

@themarketcheat Praying for some relief 🙏

[Uri Ravid @UriRavid7]

@themarketcheat Kudos to them!

[Uri Ravid @UriRavid7]

@HolySmokas Hey Jeremy, appreciate your insights as always—this chart is definitely strong. That said, this feels like a shift from your earlier TSLA thesis. You used to highlight Tesla’s advantage: once FSD is ready, every Tesla becomes a robo-taxi—no need to buy new vehicles like Waymo.

[Uri Ravid @UriRavid7]

@JeremyLefebvre_ Loved your coolness during the past couple of days. Absolutely helped me make the right choices for my financial future

[Bill Ackman @BillAckman]

How’s this for a simple approach?

We keep 10% across the board tariffs for the special privilege of doing business with the U.S. to compensate us for the investments we have made in global defense, health and otherwise, and to compensate our country for historically unfair trade practices that have contributed to our massive deficits and national debt.

We keep the pressure on China to resolve materially unfair trading practices, IP theft, currency manipulation, and other practices that have disadvantaged our nation.

We pause reciprocal tariff implementation for 90 days so we have time to engage in private negotiations with other countries, focusing first on those whose tariffs and practices have materially interfered with the competitiveness of U.S. manufactured goods in their markets.

Lastly, we consider that:

(1) it does not make sense to have balanced trade with countries that are smaller than us and that have fewer resources to spend on US goods, i.e., we will forever be buying more from Madagascar than they will buy from us,

(2) attempting to bring back jobs in low-wage manufacturing is not good for America, acknowledging, for example, that Bangladesh and Vietnam are better places to produce textiles and athletic shoes than here,

(3) U.S. ‘exports’ of software, IP, finance, and other services are high value and important sources of trade that are not reflected in traditional measures of exports and imports, and if included in the calculations would make the balance of trade statistics look much more balanced,

(4) our multinationals’ subsidiaries that sell services in foreign countries that are not counted in the balance of trade calculation, but generate profits, value and future dividends are good for America,

(5) a goal of generating a dollar of exports for every dollar of imports is not a useful one, particularly on a country-by-country basis in light of our massively higher standard of living, and having the largest economy in the world.

Lastly, the current trading system, while far from perfect or fair to the U.S., has served us extremely well so we need to be prudent in how we change it so as not to upset the world order in such a manner that it disadvantages our country over the long term.

[Uri Ravid @UriRavid7]

@JeremyLefebvre_ 1st AMAZON 2ND IDK 3rd AMD 4TH NKE 5TH META @JeremyLefebvre_

[Uri Ravid @UriRavid7]

@liltoots_ @Eitan69646042