Effective tariff rate is still above 20% despite the 90-day pause.
This will increase inflation and reduce growth.
Here's 10 undervalued tariff-proof stocks on my watchlist: 🧵
1. $ASML
5-Year Revenue CAGR: 14%
Return on Investment: 25%
Forward P/E: 24
ASML holds a monopoly on EUV lithography, essential for manufacturing advanced chips.
Every new AI model and vertical agent boosts chip complexity, driving demand for ASML’s machines higher.
With semiconductor equipment exempt from tariffs, ASML remains the ultimate pick-and-shovel play in AI compute growth.
This is beginning to set up exactly like Black Friday 1929 except it will be a Black Monday crash this time and it will be many times worse than what you could expect.
End of the line for the bulls as indicated in my previously written (scholarly) letters.
Let’s do another 1/1 giveaway, cause why not!
Like, retweet, drop your address/ens and I will choose a winner at random in 24 hours!
32x32 #310 Dancing Frog ❤️🔥
We’re sorry for any confusion caused earlier today regarding the format of the recent GameStop “stock split” and have deleted the tweet. We will be adding an FAQ (shown below) that explains how we processed the split at https://t.co/4IfIwdmjKS
Fun Fact:
The word recession was first termed a "panic". That sounded too negative so they changed it to "depression". Again sounded too negative so they called it "recession".
Seems like we are about to change it again.
What should it be called now? Wrong answers only.
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🛑🎉 Airbnb announced it’s permanently banning parties, citing public health and community safety reasons. But no word on if they’ll ban describing dingy basement suites as “cozy getaways.”
More on the latest news in this week’s TLDR newsletter: https://t.co/2pEVw0NAAR