Happy Valentine’s Day

Sure, but how much did he make on the way up ?

A NEW MENTAL MODEL MEGATHREAD HAS ARRIVED! In 20 tweets I’ll summarize 20 key principles to understand the world. Estimated reading time: 4 minutes. Value: potentially a lifetime.

We Now Have: 1. US placing 25% tariffs on Canada 2. US placing 25% tariffs on Mexico 3. US placing 10% tariffs on China 4. Canada placing 25% tariffs on US 5. Mexico preparing retaliatory tariffs against the US But here’s the real question: How does China respond? They

This is actually bullish longer term.

Don’t think Americans will want these types of jobs.

Got to love sensationalists who are just looking for attention on X. None of these practices are illegal or unethical. These are all very well known and normal practices in the industry. $AMD $NVDA $SPY