The Federal Reserve's first Beige Book under the impact of tariffs: 107 mentions of tariffs, downplaying the impact of inflation
https://t.co/Fp8XjSiQ73
Enlightenment from Blue Whale Capital's position adjustment: Liquidation of Meta and Microsoft, and counter-trend the bottom of Nvidia https://t.co/oLTLHSnD3T
TSMC Q1 net profit increased by 60% year-on-year, exceeding expectations. The surge in orders on the eve of tariffs cannot hide long-term concerns
https://t.co/knImXRWgqg