THOUGHTS: $NVDA revenue loss over the H20 chips in China - see part of this revenue being recouped throughout US and EMEA through leveraging cloud infra players such as $NBIS and $CRWV

THOUGHTS: If the U.S. shrinks imported heavy crude oil from Canada because Trump thinks we can get everything we need here in the U.S., the U.S. refinery workforce take a major hit and gas prices would skyrocket due to limited supply of heavy crude oil that is needed to produce

THOUGHTS: In a vacuum, the dollar weakening is a positive demand driver for US exports. But nothing is ever in a vacuum. Manufacturers use imported goods, goods that have a high, high likelihood of increasing. Increased costs translate to degrading margins or increased prices,

Welcome to the Black Parade may be the last great rock and roll anthem

NUCLEAR ENERGY RENAISSANCE 🔥 After decades of overregulation, President Donald J. Trump is providing a path forward for nuclear innovation. Today’s Executive Orders will remove regulatory barriers and unleash American nuclear energy. 🇺🇸

There needs to be character limits on LinkedIn - good lawd you can scroll and scroll and still never to the point of some self-indulging post

Rare to find someone his size and athleticism with the level of route running ability he has - WR1 next year or year after. Dude is going to be an absolute stud

Watching RedZone feeds a lack of focus and is a far worse experience than immersing yourself fully into a single game beginning to end

Today:

easily one of the best of the decade

That time of year 🙂‍↔️🙂‍↔️🙂‍↔️

The darkest paintings from Spanish artist Francisco Goya will come to life in animated horror movie CAVE OF DREAMS from the directors of the Oscar-nominated film Loving Vincent. They tease, "It’s going to be a ‘painted-animation’ horror film."